[Remote] Practice Operations Associate

Note: The job is a remote job and is open to candidates in USA. J.S. Held is hiring a Practice Operations Associate to support its Strategic Advisory Group across business operations, marketing and business development, and financial administration. The role coordinates team workflows, client-facing materials, CRM and billing processes, meetings, and operational improvements.

Responsibilities

• Provide responsive day-to-day operational support to SAG leaders and team members, shifting focus as business needs and deadlines evolve
• Coordinate work across senior leadership, practitioners, corporate functions, and external contacts while maintaining a polished and professional approach
• Support marketing and business development activities, including opportunity tracking, meeting preparation, follow-up actions, event support, and maintenance of marketing materials
• Create, update, and quality-check pitch decks, qualifications packages, presentations, and other client-facing materials in collaboration with subject-matter experts
• Administer CRM data and processes, including new opportunity entry, contact and account updates, pipeline hygiene, activity tracking, reporting, and follow-up reminders
• Monitor accounts receivable, work in process, billing status, collections follow-up, and related reporting; coordinate with project teams and Finance to resolve issues promptly
• Prepare and support client invoicing, including gathering backup, confirming billing details, tracking approvals, monitoring invoice status, and maintaining accurate records
• Develop and maintain trackers, dashboards, templates, shared workspaces, and process documentation that improve visibility, consistency, and accountability
• Coordinate recurring and ad hoc meetings, prepare agendas and materials, capture decisions and action items, and follow through with owners until items are closed
• Assist with onboarding, system access, internal requests, team communications, and other administrative or operational needs that help colleagues work effectively
• Use Microsoft 365 and other business systems to streamline routine tasks, improve data quality, and identify practical opportunities for automation and process improvement
• Handle confidential and sensitive information with care, sound judgment, and appropriate discretion
• Anticipate needs, identify risks or missing information early, and escalate appropriately while offering practical solutions
• Take on additional priorities as needed with a service mentality and a willingness to contribute wherever the team needs support

Skills

• Experience in operations, project coordination, team support, marketing and business development support, finance administration, or a comparable client-service environment
• Exceptional organization and follow-through, with a reliable system for managing multiple deadlines, requests, stakeholders, and recurring responsibilities
• Ability to shift between strategic, analytical, administrative, and hands-on tasks without losing visibility into existing commitments
• Strong service orientation and a consistent willingness to handle both high-profile assignments and routine details with equal care
• Professional presence and communication skills, with the confidence and judgment to work effectively across all organizational levels and with external contacts
• Working knowledge of marketing and business development workflows, presentation development, CRM administration, AR/WIP/billing management, and invoicing, or the ability to learn these areas quickly
• Advanced proficiency or strong aptitude with Microsoft PowerPoint, Excel, Word, Outlook, Teams, and SharePoint; interest in using technology and automation to improve work
• Ability to produce accurate, polished, and client-ready work products, including presentations, trackers, reports, and written communications
• Sound judgment, discretion, and accountability when handling financial, client, personnel, or other confidential information
• Proactive problem-solving skills, intellectual curiosity, and willingness to learn unfamiliar systems, processes, and subject matter
• Ability to work independently, ask effective questions, collaborate across functions, and keep stakeholders informed
• Comfort operating in a fast-paced environment where priorities may change and timely execution is essential

Benefits

• Generous FTO policy
• Medical, dental, and vision insurance
• 401(k) match
• Commuter benefit
• Remote work arrangement, as determined based on team and business requirements.

Company Overview

Company H1B Sponsorship