• Standardize and own core reporting mechanisms, including daily metrics, monthly MBRs, and broader business insights, utilizing data and reporting tools such as Power BI, Salesforce.com, DOMO, and various other client success systems • Provide visibility into key operational drivers such as client pushes, implementation credits, and service hold times • Create and maintain a strategic framework for capacity models • Build a monthly rolling workforce forecast in partnership with RevOps and Finance to ensure the organization is staffed to meet demand • Support annual budget planning and ensure ongoing financial alignment • Partner with CS executives and Finance to manage the open headcount and optimize spend across the organization • Drive "Run the Business" (RTB) opportunities by acting as the connective tissue between CS, RevOps, Finance, and HR • Ensure resource planning and operational goals are unified across these departments • Consolidate and lead the oversight of external vendor and contractor resources, transitioning these responsibilities from individual contributors to a centralized leadership function • Responsible for establishing and leading the newly formalized Business Operations department within Customer Success, serving as a people manager to scale the team and its capabilities

• Develop and implement end-to-end program plans for the launch and scaling of new service categories. • Drive go-to-market planning and execution across geographies, ensuring operational readiness and alignment with business objectives. • Serve as a connective leader across Business Operations, Market Management, and Product Pods. • Drive alignment among engineering, design, marketing, and legal teams toward shared targets. • Leverage advanced analytical skills, including writing SQL queries, to independently extract insights from raw data. • Build financial models, size market opportunities, and establish rigorous KPIs to inform fast, test-and-learn iterations and drive data-driven decision-making. • Evaluate and execute supply sourcing strategies for emerging categories. • Build the operational foundation required to scale new service categories.

Transforming the Future of Enterprise Planning At o9, our mission is to be the Most Value-Creating Platform for enterprises by transforming decision-making through our AI-first approach. By integrating siloed planning capabilities and capturing millions—even billions—in value leakage, we help businesses plan smarter and faster. This not only enhances operational efficiency but also reduces waste, leading to better outcomes for both businesses and the planet. Global leaders like Google, PepsiCo, Walmart, T-Mobile, AB InBev, and Starbucks trust o9 to optimize their supply chains. Sr. Business Ops Specialist needed by o9 Solutions, Inc. in Dallas, TX [and various unanticipated locations throughout the U.S.; may telecommute] to Perform end-to-end solution design, configuration, implementation, data analytics, testing of solution, and communication with internal and external stakeholders (9%). Participate in process and business requirements sessions with client and document to be business process leveraging industry best practices (9%). Work with clients to identify and collect data, including historical sales, shipment, inventory, logistics, and other operations/supply chain data from sources like databases, Excel sheets, and emails (4%). Convert business logic into technical platform designs using knowledge of platform infrastructure (6%). Develop clear functional and technical designs, document data requirements, and build complex datasets (6%). Configure a technical specification document and tool configuration in the o9 platform, as per the design, to solve deep operations/supply chain problems and institute rigorous performance monitoring systems (6%). Use mathematical models, predictive methods, statistical techniques, optimization algorithms and simulations to analyze, manipulate and interpret large enterprise data and provide business insights and data visualization to the client management (2%). Utilize statistical and optimization tools and programming languages to conduct data integration through extraction, transformation, and loading (ETL) (2%). Create models to generate time series forecasts and operational plans (2%). Resolve solution gaps and deploy fixes in the customer environment (2%). Create and execute workflow and data analytics test-cases, document issues, and track progress at resolving issues (3%). Design and implement testing protocols with the end goal of automating testing (4%). Work with clients, cross-functional teams, and IT and business stakeholders, to ensure the successful planning and execution of projects (6%). Plan, develop, and deliver Super User and End User training for a global user base (3%). Mentor junior analysts to familiarize them with technical and business aspects of projects (3%). Implement supply chain planning solutions and working in the supply chain/logistics organization including demand planning, supply planning, multi-echelon inventory optimization (MEIO), and financial planning (3%). Lead a team through the full lifecycle of a supply chain planning solution implementation, including business requirement gathering, solution design and development, UAT/SIT, go-live/cutover and value realization (6%). Assist Solution Architects to track deliverables, manage scope creep, coordinate among different workstreams, and ensure that post go-live support drives measurable benefits for the client (6%). Use Agile methodology to deliver large scale enterprise implementations and participate in sprint planning, retrospectives, story writing, backlog grooming, and cross-functional syncs using Agile tools such as Jira (2%). Utilize Statistical, Optimization and Simulation skills through software tools and packages like R, SAS, and CPLEX (2%). Use spreadsheets and software (Microsoft Excel, Google Sheets), document processing (Microsoft Word, Google Docs), and presentation (Microsoft PowerPoint) by involving advanced Excel modeling using pivot tables, lookups, Power Query, and dynamic charts to build business cases or analyze trends (2%). Identify key insights to prioritize and focus on the highest value opportunities or the biggest risks by presenting in executive dashboards or root cause reports to guide timely business interventions (6%). Create executive-level PowerPoint decks & solution Walkthroughs (2%). Lead knowledge-sharing sessions across teams and develop the best internal practice playbooks (2%). Provide strategic recommendations to client leadership on process improvements and digital transformation initiatives (2%). Minimum Requirements: Requires a Master’s degree, or foreign equivalent degree, in Operations Research, Industrial Engineering, or Engineering Management and at least two (2) years of experience in the job offered, or two (2) years of experience in a related occupation involving enterprise-level solution deployment, business process design, and analytical modeling in supply chain or operations domains; implementing supply chain planning solutions and working in the supply chain/logistics organization; hands-on experience with advanced planning systems (APS), demand and supply planning modules, or logistics optimization tools in real-world client environments; deep domain expertise in areas such as multi-echelon inventory optimization (MEIO), network design, or production planning, with a proven ability to translate client business objectives into scalable technology solutions; leading a team through the full lifecycle of a supply chain planning solution implementation, including business requirement gathering, solution design and development, UAT/SIT, go-live/cutover and value realization; guiding junior team members; collaborating with external stakeholders; maintaining project timelines; ensuring adoption through proper change management and post-implementation reviews; managing cross-functional project teams across different geographies, preparing stakeholder communication plans, and facilitating executive steering committee updates to ensure transparency and alignmen; using Agile methodology to deliver large scale enterprise implementations; familiarity with Agile ceremonies (scrum, sprint reviews, retrospectives), use of Agile tools (e.g., Jira, Confluence), and participation in iterative delivery cycles focused on user feedback and rapid value generation; utilizing Statistical, Optimization and Simulation skills through software tools and packages like R, SAS, and CPLEX; techniques like linear programming, Monte Carlo simulation, regression analysis, and sensitivity analysis to support decision-making in inventory and operations planning; using spreadsheets and software (Microsoft Excel, Google Sheets), document processing (Microsoft Word, Google Docs), and presentation (Microsoft PowerPoint) including the use of advanced spreadsheet features such as pivot tables, data validation, charting, macros, or Google Workspace collaboration tools for reporting, modeling, and business communication; developing dynamic financial or supply chain calculators and executive level business case templates to support strategic initiatives; training in databases (SQL Server, MySQL) and one or more languages, including SQL, MDX, T-SQL; writing and optimizing complex SQL queries, understanding relational data models, and manipulating large data volumes for reporting, integration, and troubleshooting purposes identifying key insights to prioritize and focus on the highest value opportunities or the biggest risks, converting raw data into actionable intelligence through dashboards, root cause analyses, and executive-ready summaries that support strategic planning; familiarity with software company operating models and product lifecycle workflows, including collaboration with cross-functional product, engineering, QA, and customer success teams. Apply at https://o9solutions.com/careers/ by selecting “Explore all jobs”, entering the requisition number, JR102377 selecting “Search”, opening the requisition, and clicking “Apply”. More about us… At o9, transparency and open communication are at the core of our culture. Collaboration thrives across all levels—hierarchy, distance, or function never limit innovation or teamwork. Beyond work, we encourage volunteering opportunities, social impact initiatives, and diverse cultural celebrations. With a $3.7 billion valuation and a global presence across Dallas, Amsterdam, Barcelona, Madrid, London, Paris, Tokyo, Seoul, and Munich, o9 is among the fastest-growing technology companies in the world. Through our aim10x vision, we are committed to AI-powered management, driving 10x improvements in enterprise decision-making. Our Enterprise Knowledge Graph enables businesses to anticipate risks, adapt to market shifts, and gain real-time visibility. By automating millions of decisions and reducing manual interventions by up to 90%, we empower enterprises to drive profitable growth, reduce inefficiencies, and create lasting value. o9 is an equal-opportunity employer that values diversity and inclusion. We welcome applicants from all backgrounds, ensuring a fair and unbiased hiring process. Join us as we continue our growth journey!

Role Description The Operations and Finance Manager is a senior, mission-critical leader at National COSH, working in close partnership with the Executive Director to ensure the organization has the financial strength, systems, and operational backbone needed to power a growing national movement for worker safety and justice. This role is key to the organization's success. The Operations and Finance Manager will: - Manage day-to-day operations and steward organizational workflow. - Lead complex national event planning and execution. - Oversee financial management, reporting, and compliance with support from external HR and accounting partners. - Actively build, strengthen, and improve systems to help a fast-moving, worker-centered organization stay efficient, accountable, and resilient. - Collaborate with staff, board leadership, and external partners across multiple states and time zones. - Serve as the operational backbone behind some of National COSH’s largest national convenings. Bilingual Spanish–English is strongly preferred. Qualifications - 5+ years of progressively responsible experience in operations, financial management, budgeting, and grants management in a nonprofit, labor, or mission-driven organization. - Experience working closely with executive leadership and boards, providing financial insight to support strategic decision-making. - Proven ability to build, improve, and manage operational and financial systems, including policies, procedures, technology integrations, and internal controls. - Demonstrated experience managing complex, multi-fund budgets, restricted grants, and compliance across multiple funding streams. - Commitment to developing an organizational work and operations culture that promotes high-impact, mission-driven outcomes. - Experience coordinating with external financial support firms, accountants, auditors, and payroll providers. - Strong project management skills, with the ability to manage multiple priorities, deadlines, and stakeholders with minimal supervision. - Exceptional attention to detail, accuracy, and follow-through. - Highly organized, proactive, and able to anticipate needs, solve problems, and take initiative without being asked. - Comfortable working independently in a remote environment while collaborating with a national team across time zones. - Excellent written and verbal communication skills; able to translate financial information into clear, actionable insights for staff and leadership. - High integrity and discretion in handling sensitive financial, personnel, and organizational information. - Demonstrated commitment to workers’ rights, racial justice, and social justice values. - Bilingual Spanish/English strongly preferred. Requirements - Develop and manage day-to-day operations and organizational workflow. - Serve as a strategic financial partner to leadership. - Ensure organizational financial and legal compliance. - Oversee and serve as the primary liaison with external Financial Support. - Contribute to strategic planning, impact tracking, and organizational development initiatives. - Identify tools and build systems for smooth organizational workflow. - Lead end-to-end coordination for National COSH convenings. - Oversee contracts, vendors, reimbursements, stipends, and organizational filings. - Maintain strong financial systems and internal controls. - Oversee income tracking across grants, contracts, and contributions. - Review and approve invoices, credit card activity, and payment documentation. - Lead audit and financial review processes. - Develop and manage grant budgets and financial reporting. - Oversee staff onboarding, payroll coordination, and benefits enrollment. Benefits - Salary: $85,000 – $90,000, commensurate with experience and expertise. - Excellent Benefits Package: Includes 100% individual and 70% family health and dental insurance coverage. - 5% retirement contribution. - Paid time off and holidays. - Monthly stipend for remote work setup. - Phone reimbursement for work-related communication expenses. - This is a full-time, U.S.-based position with flexible remote work options.