- Workplace
- Remote
- Type
- Full-time
- Department
- Operations
- Seniority
- Entry
- Experience
- 3+ years
- Source
- RecruiterFlow
Description
Hi there! We are South and our client is looking for an Operations & Data Associate!
Note to Applicants:
- Eligibility: This position is open to candidates residing in Latin America.
- Application Language: Please submit your CV in English. Applications submitted in other languages will not be considered.
- Professional Presentation: We encourage you to showcase your professional experience by including a Loom video in the application form. While this is optional, candidates who provide a video presentation will be given priority.
- Note: If you're hired for this role, you may be asked to update your LinkedIn profile :)
Full-Time | Remote | Eastern Time Business Hours
Work location must be disclosed and confirmed prior to engagement.
About the Company
Our US-based client is an international boutique advisory firm that integrates governance, legal strategy, and behavioral science to help boards, executives,
and investors anticipate risk and strengthen decision-making. We operate across the U.S.,Africa, Europe, and Latin America.
Responsibilities
1. Operational Systems and Automation
• Maintain and continuously improve the firm's tools, workflows, and automations end to end
• Keep integrations across Airtable, Zapier, Mailchimp, Zoom, and Squarespace running smoothly, building new automations as needs arise
• Identify gaps proactively, implement solutions, and document all processes as SOPs
• Ensure systems remain clean, functional, and scalable as the firm grows
• Maintain and continuously improve the firm's tools, workflows, and automations end to end
• Keep integrations across Airtable, Zapier, Mailchimp, Zoom, and Squarespace running smoothly, building new automations as needs arise
• Identify gaps proactively, implement solutions, and document all processes as SOPs
• Ensure systems remain clean, functional, and scalable as the firm grows
2. Strategic Monitoring
• Maintain a live intelligence tracker across AI governance, regulatory developments, and ecosystem activity
• Produce concise weekly intelligence digests: what changed, why it matters, what to watch
• Flag high-priority developments in real time
• Expand monitoring scope as the firm enters new markets
3. Data and Analytics
• Own and maintain the firm's contact database: clean, current, segmented, and actionable
• Manage contact segmentation, tags, and communication campaigns in Mailchimp to ensure the right messages reach the right audiences
• Manage campaign tracking, UTM links, and email engagement data across platforms
• Analyze LinkedIn activity and audience engagement to surface patterns and opportunities
• Identify and source new contacts through LinkedIn, web research, event lists, and other relevant sources
• Track and manage leads, flagging follow-up needs and keeping relationships moving
• Produce basic reports and dashboards that help the team understand engagement, pipeline, and relationships
• Support additional analytical and data projects as the firm's needs evolve
4. Event and Webinar Support
• Handle full logistics for virtual roundtables and webinars via Zoom: setup, registration, live delivery support, post-session recording management, and follow-up
• Manage the CPD accreditation cycle: pre-event application, post-event submission, and delegate certificate follow-up
• Capture and organize post-event data including attendance, engagement, and CPD eligibility in Airtable
• Handle full logistics for virtual roundtables and webinars via Zoom: setup, registration, live delivery support, post-session recording management, and follow-up
• Manage the CPD accreditation cycle: pre-event application, post-event submission, and delegate certificate follow-up
• Capture and organize post-event data including attendance, engagement, and CPD eligibility in Airtable
What We're Looking For
• 3 to 5 years of experience in operations, project management, or a related field
• Technically fluent across the firm's core tool stack
• Advanced english level written & spoken
• Analytically curious: comfortable making sense of engagement data, audience patterns, and lead pipelines
• Comfortable producing basic dashboards and reports for non-technical audiences
• Clear and structured communicator who documents their work
• Self-directed and solution-oriented: you identify issues and move to solve them
• Detail-oriented with strong follow-through
• Comfortable working in a fast-moving, founder-led environment
• Handles sensitive information with discretion and sound judgment
• Professional in all written and external communications
• Exposure to AI governance, compliance, or professional services is a plus
• Intellectual curiosity about governance, risk, and technology is essential
• Analytically curious: comfortable making sense of engagement data, audience patterns, and lead pipelines
• Comfortable producing basic dashboards and reports for non-technical audiences
• Clear and structured communicator who documents their work
• Self-directed and solution-oriented: you identify issues and move to solve them
• Detail-oriented with strong follow-through
• Comfortable working in a fast-moving, founder-led environment
• Handles sensitive information with discretion and sound judgment
• Professional in all written and external communications
• Exposure to AI governance, compliance, or professional services is a plus
• Intellectual curiosity about governance, risk, and technology is essential
Tech Stack
Airtable | Zapier | Mailchimp | Google Analytics (GA4) | Microsoft 365 (Teams, Outlook, Planner,
Power BI) | Zoom | Squarespace | Notion | Trello
Schedule
Monday to Friday, 8 am to 5 pm EST.
PTO policy
You'll have 12 business days of paid time off (PTO) per year as a starting point, including any holiday you want to observe. PTO may increase as you grow into the company.
If this opportunity sounds good to you, send us your resume!
Skills
Power BIGoogle AnalyticsComplianceProject Management
