The Operations Specialist is a pivotal position responsible for ensuring the seamless operations of daily tasks, enhancing client engagement, and supporting consultants in delivering exceptional services. This multifaceted role involves leveraging technical skills such as data management and analysis, research, and document creation, along with a diverse range of soft skills including effective communication, organization, and problem-solving. By coordinating schedules, facilitating information exchange, and assisting in proposal development, this role provides administrative support to our consultants in various aspects of their client engagements, ensuring efficient operations and outstanding client service delivery.

Knowledge and Skills

• Collaborates with consultants to create compelling and comprehensive proposals by coordinating the collection of relevant information, contributing to content creation, and ensuring timely submission of polished proposals.
• Assists in the preparation of visually engaging and impactful sales presentations by compiling data, contributing to content development, and helping design slides that effectively communicate Cornerstone’s services and value proposition.
• Coordinates and schedules vendor demonstrations for technology solutions relevant to each practice area. Gathers feedback from consultants and assists in evaluating potential tools or platforms.
• Creates, organizes, and maintains project documentation. Ensures documentation is accurate, up-to-date, and easily accessible for internal teams.
• Schedules appointments, meetings, and conference calls. Efficiently manages time zones and coordinates schedules to ensure optimal time management.
• Addresses and manages financial and reporting queries related to practice area performance. Collaborates with finance and reporting teams to gather necessary data and provide timely and accurate responses.

Problem Solving/Analysis

• Conducts thorough research on clients and prospects to provide valuable insights and background information. Synthesizes findings to support consultants in tailoring their approach and enhancing client relationships.
• Identifies key issues, formulates tailored solutions, and contributes to persuasive proposal development.

Business Impact and Scope

• Exercises decision-making authority in assessing and prioritizing tasks, coordinating schedules, and facilitating effective communication within Cornerstone. Decisions may not encompass strategic or high-level matters, but they are crucial for optimizing daily operations, supporting consultants, and ensuring seamless client interactions.
• Decision-making consequences can impact project timelines, client relationships, and internal coordination, ultimately influencing Cornerstone’s efficiency, client satisfaction, and overall success.

Communication and Collaboration

• Serves as a point of contact between consultants, clients, and internal teams. Facilitates effective communication, responds to inquiries, and ensures smooth and accurate information flow.
• Uses a proactive communication style to ensure efficient data exchange, seamless coordination, and a collaborative environment that enhances project execution, client engagement, and overall operational effectiveness.

Influence Responsibility/Level of Interaction

• Engages in dynamic interpersonal interactions both within and outside the firm, displaying adept communication skills to liaise with colleagues, consultants, clients, and external partners.
• Internally fosters teamwork by collaborating closely with various teams, influencing behavior through efficient coordination, proactive assistance, and facilitation of seamless information exchange.
• Externally establishes positive client relationships, influencing behavior by providing exceptional service, addressing inquiries promptly, and ensuring a professional and responsive experience that strengthens Cornerstone’s reputation, client retention, and overall impact.

Supervisory Responsibility and Autonomy

• Supervisory Responsibility: N/A
• Autonomy: Operations Analyst often operate within established guidelines, collaborating with others to achieve goals and acting independently within the scope of their responsibilities to ensure efficient operations and optimal client service.