Operations Coordinator

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TYPE OF WORK

Full Time

SALARY

1000

HOURS PER WEEK

40

DATE UPDATED

Feb 9, 2026

JOB OVERVIEW

Position Summary

As an Operations Coordinator, working as an contractor for OnePointFive, you will serve as valued support to our leadership team. This role is designed for a high-leverage multitasker who can jump from technical bookkeeping and financial modeling to high-level business development outreach and global project coordination. You will work directly with senior leadership to ensure our financial integrity, sales pipeline, and internal operations run at peak efficiency.

Application Requirements:
Please submit a resume with a short video explaining why you think you're a good fit for this job.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Business Development & Customer Relationship Management

- Pipeline Management & Execution: Support the leadership team in hitting BD goals and outputs by managing the end-to-end outreach lifecycle, from initial contact to meeting hand-off.
- Executive Outreach & Sequencing Support: Support executive-level outreach by coordinating high-touch sales campaigns, including personalized manual follow-ups and LinkedIn outreach to C-suite executives at target firms.
- BD Performance Tracking: Build, maintain, and report on performance dashboards tracking conversion metrics (e.g., outreach volume, meetings booked, pipeline created) to ensure the team is on pace to meet quarterly revenue targets.
- Pre-Meeting Briefings: Conduct deep-dive research on prospective customers and key organizations, providing leadership with "cheat sheets" on stakeholder pain points before prospecting calls.
- Strategic Opportunity Scanning: Proactively identify and aggregate partnership opportunities from climate-related communities (e.g., LinkedIn, industry groups) and present them as actionable leads for the CEO.

Finance & Accounting

- Bookkeeping & Data Integrity: Review and categorize business banking transactions in QuickBooks Online; maintain best-practice bookkeeping for year-end financial and tax reporting.
- Financial Modeling & Tracking: Update and maintain OPF’s financial management models and budget trackers, including revenue forecasting, expense tracking, burn-rate analysis, and cash-flow projections.
- Strategic Reporting (OKRs): Monitor and report on company OKRs, ensuring financial targets and operational milestones are aligned with quarterly goals.
- Accounts Receivable: Prepare and send invoices to customers, managing the end-to-end follow-up process to ensure timely collections.
- Vendor Management: Lead the setup process for OPF on customer vendor platforms to streamline payment onboarding.
- Weekly Synthesis: Prepare the financial portion of weekly BD meetings, providing updates on accounts receivable, invoice aging, and overall runway.

Operations, Project, Executive Coordination

- Multi-Fund Coordination: Provide operational backbone for multi-fund projects, ensuring reporting deadlines, fund allocations, and stakeholder communications stay on track.
- APAC Project Support: Manage administrative needs for APAC-region projects, specifically handling complex scheduling across time zones and regional logistics.
- Ad Hoc Support: Provide flexible professional and personal support to the leadership team as required to maintain organizational flow.
- Executive Support: Provide comprehensive administrative and operational support to the COO overseeing complex scheduling, project tracking, and general operational needs to maximize leadership efficiency.

Minimum Qualifications (Knowledge, Skills, and Abilities)

- 4–6 years of experience in an Executive Assistant, Operations, or Chief of Staff support role
- Strong proficiency in QuickBooks Online and a solid understanding of financial statements (P&L, Cash Flow), ability to maintain financial models, including cash-flow tracking and expense analysis.
- Experience with CRM tools (e.g., HubSpot), LinkedIn Sales Navigator, or outreach automation platforms.
- Demonstrated experience in managing multiple priorities and high-level responsibilities simultaneously
- Proven ability to manage complex logistics and scheduling across multiple international time zones
- Skilled in exercising sound judgment to prioritize tasks and make decisions, ensuring successful and timely task completion
- Proactive approach to learning and adapting to new tasks and responsibilities
- Excellent written and verbal communication skills
- A team player capable of cultivating productive working relationships across the firm
- Excellent computer skills, including the Microsoft Office Suite (Outlook, Word, PowerPoint, and Excel)

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