Operations Manager 


Lead, Manage, Accountable for Client Service.   Deliver the Core Passion to our clients and the team and live the Core Values


Core Passion:  

Enhance the lives of our client and team. We do this by providing financial information, clarity, and peace of mind to small businesses


                             Core Values:                             

   Do What It Takes



Friendly & Fulfilled



Lead, manage and hold accountable Client Service Team to deliver exceptional experience and value to businesses


  • Maintain NPS Score of 60
  • Retain 95% of existing clients (controllable)
  • Analyze workflow processes to maximize efficiency within the organization
  • Oversee operational systems, processes and infrastructure while looking for opportunities of improvement or revision



  • Servant Leadership
  • Ability to communicate with others effectively
  • People Skills- Understanding and tolerance of others
  • Good Decision-making skills and response to high-pressure situations.
  • Ability to work with details and time-sensitive issues
  • Developing and implementing operational procedures and policies.
  • Critical Thinking
  • Analytical Skills
  • Organization Skills
  • Active Listening
  • Delegation
  • Time Management
  • Tech Savy


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