Remote Position

[Remote] Circuit - Business Operations Associate

๐ŸŒ Remote ยท United States ๐Ÿ’ผ Full-time

Note: The job is a remote job and is open to candidates in USA. Circuit is seeking a Business Operations Associate to provide cross-functional operational and executive support. The role supports business development, owner and board communications, scheduling, invoicing, meetings, and process improvement.

Responsibilities

  • Support business development and prospect activities, including preparing Private Placement Memoranda (PPMs), tracking status and touchpoints, scheduling meetings, and responding to due diligence requests
  • Track owner renewals and provide reporting to support the COO
  • Process and track invoices across the ops team, including sponsor agreements, event expenses, coordinating approvals and finance handoffs
  • Maintain organized records, files, and tracking systems to support the ops team's work
  • Assist with ad hoc projects and requests
  • Identify and flag process gaps or opportunities to improve efficiency
  • Support travel coordination and expense report processing for the COO and executive team, ensuring timely submission and accurate record-keeping
  • Track and manage contract and agreement renewal dates, flagging upcoming deadlines and coordinating follow-through with relevant team members
  • Manage calendar coordination and scheduling support at the executive and board level
  • Draft and send owner 1:1 communication at the direction of the CEO, COO, CSO, Owner Engagement Manager, and VP, Owner & Sponsor Relations
  • Serve as a reliable point of contact for owner inquiries and requests, routing and following up as appropriate
  • Monitor general mailboxes, web submissions, and the Circuit phone line, triaging and responding as appropriate
  • Assist with document preparation, formatting, and proofreading, ensuring materials are polished and accurate
  • Support scheduling for owner engagement touchpoints, including outreach, check-ins, and relationship visits
  • Support the planning and execution of the owner meetings
  • Assist with owner satisfaction and value survey administration, including distribution, tracking responses, and organizing results
  • Assist with tracking owner engagement activities and reporting of engagement metrics
  • Support board outreach at the direction of the CEO
  • Support the executive team with board preparation and materials as requested

Skills

  • 3+ years of experience in an administrative, operations, or executive support role
  • A bachelor's degree in business or a related field may be considered in place of experience
  • Exceptional organizational skills and attention to detail
  • Strong written and verbal communication skills; comfortable drafting professional correspondence
  • Discretion and good judgment in handling sensitive information and executive-level communications
  • Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Ability to manage multiple priorities simultaneously in a fast-paced, remote environment
  • Self-directed and dependable
  • Embraces emerging tools and technology, including AI assistants, as a way to work smarter for yourself and the team
  • Experience supporting C-suite executives or board-level operations
  • Familiarity with business development processes and operations (invoicing, renewals)
  • Experience with Google Workspace, HubSpot (or similar CRM), and Asana
  • Experience in the financial services industry

Benefits

  • Remote work

Company Overview

  • Trellance Cooperative Holdings, Inc. is a credit union cooperative and leading technology partner for credit unions. It was founded in 1989, and is headquartered in Tampa, Florida, USA, with a workforce of 51-200 employees. Its website is https://www.trellance.com/.
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