JOB DESCRIPTION SUMMARY:
We are looking for a detail-oriented Operations Analyst to support our internal operations and people teams. This is a cross-functional role that spans system administration, data integrity, employee training processes, as well as supporting ad hoc projects and initiatives. You’ll work closely with our operations leads to keep our platforms and systems accurate, our colleagues set up for success, and our training resources polished and up to date.
System & Data Integrity
Manage and reconcile Ascend identifiers within our accounting partner system to ensure accurate, up-to-date records in the customer relationship manager platform (CRM)
Perform regular data audits between systems to identify and resolve discrepancies
Runs reports and maintains clean, consistent data across all integrated platforms
User & Account Management
Create and manage colleague profiles in insurance platforms
Provision new user accounts in various systems (such as e-signature platform, accounting system, etc.) as part of the colleague onboarding process
Ensure timely and accurate setup of all system access for incoming colleagues
Coordinate offboarding access removal when applicable in collaboration with HR and the Operations team.
Onboarding & Training Support
Assist with new colleague onboarding logistics, including schedule creation and onboarding calendar management
Co-facilitate core tools training sessions alongside the operations lead, with a path toward leading sessions independently
Support a smooth day-one experience by coordinating across teams to ensure onboarding is structured and consistent
Lead content export projects and ongoing maintenance of training modules in Learning Management System (LMS)
Compare, update, and refresh learning resources to keep information accurate and current
Issue benchmark assessments and track completion as directed
Branding & Resource Formatting
Apply updated branding guidelines to internal resources, templates, and training materials
Ensure consistency and visual cohesion across all people ops and business ops documents
Support the creation of new materials that align with current brand standards
General Business Operations Support
Serve as an internal point of contact for platform access and account-related questions
Document operational processes and keep standard operating procedures up to date
Identify opportunities to streamline recurring workflows and improve operational efficiency
Support the ops team with ad hoc projects and administrative tasks as needed
Qualifications Required
1–3 years of experience in operations, administration, or a similar role
Strong attention to detail and data management, especially when working with data across multiple systems
Comfortable learning new software platforms quickly and in a fast-paced environment
Highly organized with the ability to manage multiple recurring tasks simultaneously
Collaborative, clear, and proactive communicator with strong interpersonal skills
A self-starter who takes initiative to identify problems and figure out practical solutions
Nice to Have
Prior experience with Salesforce, DocuSign, or similar business tools
Familiarity with a learning management system (Canvas or similar)
Eye for design and experience applying brand guidelines to documents or templates
Familiarity with accounting or CRM data workflows
Experience in a startup or fast-paced operations environment
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the Firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.