• Execute Operational Workflows: Own and process account service requests including new account openings, maintenance, money movements, and account closures. • Manage Service Tickets: Utilize the Salesforce Wealth Console to track, document, and resolve advisor requests with a high sense of urgency. • Custodian Coordination: Interface directly with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time. • System Integrity: Keep our CRM and operations systems (Orion, Salesforce) updated to ensure "source of truth" data for our advisors. • Support Transitions: Assist with onboarding and transition work for new advisors joining the Signal platform. • Data & Reporting: Run data, reporting, and analytics across our various wealth platforms.

• Ser dono(a) da camada operacional do dia a dia em todas as frentes ativas — garantindo que nada fique para trás. • Manter e atualizar boards do Jira, trackers e planilhas de gestão com base em reuniões, comunicações do PM e interações diretas com stakeholders. • Criar e atribuir tickets no Jira para novos itens operacionais, acompanhar o fechamento contra prazos e sinalizar itens em atraso proativamente. • Preparar snapshots mensais e relatórios de conclusão do OKR Brilliant & Basics para todos os times. • Construir relacionamento de trabalho com Engineering Managers dos times de AI, Assessments, Data, Franchising, Institutional e Mondly. • Fazer follow-up com EMs e leads para garantir que as entregas sejam concluídas, documentadas e refletidas nas ferramentas corretas. • Escalar bloqueios e itens não resolvidos para o Program Manager ou Lead Specialist conforme necessário — com contexto e uma próxima ação recomendada. • Participar de reuniões operacionais e registrar ações, responsáveis e prazos com precisão. • Documentar fluxos recorrentes, fluxos de dados e processos manuais para suportar a automação futura pelo Developer do time. • Gradualmente migrar de execução manual para validação e supervisão conforme a automação é introduzida.

• Support operational tasks aligned with SOPs and client expectations • Execute standard workflows and surface recurring issues or inefficiencies • Actively participate in communication channels and contribute to internal documentation • Gain proficiency in LeafTrade, Excel, GSuite, and Slack

Role Description As a Jr Sales Ops Admin at HeadQuarters, you’ll play a key role in supporting the day-to-day operations of our U.S.-based cannabis clients. This full-time, entry-level position is ideal for recent graduates or early-career professionals eager to build a foundation in business operations, sales enablement, and logistics. If you're detail-oriented, tech-savvy, and excited to grow in a fast-moving, remote-first environment—this role is for you. Program Objectives - This role is intended for individuals beginning their career journey. - You will support core business functions, receive guidance from senior team members, and develop fluency in tools and processes. - Through structured training and collaborative engagement, you will acquire real-world competencies essential for a long-term career in sales operations. Key Responsibilities - Support operational tasks aligned with SOPs and client expectations. - Execute standard workflows and surface recurring issues or inefficiencies. - Actively participate in communication channels and contribute to internal documentation. - Gain proficiency in LeafTrade, Excel, GSuite, and Slack. Qualifications - Education: Currently enrolled in or recently graduated from university. - Experience: Internships or student work experience in administration, logistics, or sales preferred. - Tools: Excel (intermediate), CRM exposure (any), GSuite, Slack. - Skills: Strong communication, B2–C2 English language, adaptability, teamwork, and eagerness to learn. Requirements - 💵 Competitive salary and performance-based incentives. - 🧑‍💻 Fully remote work environment. - 📈 Career growth opportunities in a rapidly expanding company. - 🤝 A collaborative and supportive team culture. Our Values We are guided by curiosity, collaboration, and persistence. We seek to understand deeply, work collectively to solve complex challenges, and remain resilient in pursuit of meaningful, long-term impact. These principles shape how we operate as a team and how we support the success of our clients. Excited to launch your career with us? Apply today and let's grow together!