• Work closely with Financial Planners and Wealth Advisors. • Manage all operational and administrative aspects of client relationships. • Ensure onboarding process for new clients progresses on schedule. • Maintain and update client records in CRM software. • Communicate with custodians to handle operational needs. • Manage all client forms. • Perform regular maintenance for existing clients. • Help manage portfolio database software. • Search for ways to improve firm’s processes. • Help recruit, hire, train, and mentor on the Operations team.

Role Description The Manager, Commercial Operations is responsible for building and maintaining the operational infrastructure that enables Sales and Marketing to function as a measurable, pipeline-driven contributor to revenue growth. This role owns the systems, workflows, reporting, and cross-functional processes required to improve pipeline visibility, funnel conversion, campaign accountability, forecasting discipline, and overall revenue performance. The Manager, Commercial Operations partners closely with Sales, Marketing, Finance, Operations, and executive leadership to establish scalable revenue processes, maintain CRM and marketing automation data integrity, develop performance dashboards, coordinate campaign and lead management workflows, and support planning activities tied to new business growth. - Build, maintain, and improve revenue operation processes by aligning resources across Sales, Marketing, Finance, and executive reporting functions. - Identify opportunities to streamline processes, reduce manual effort, improve data accuracy, increase accountability, and scale revenue operations as the business grows. - Oversee implementation of marketing campaign strategy that includes annual sales planning, quota development, territory planning, pipeline reviews, forecasting, and executive or board reporting that aligns with the overall strategic vision of the Sales leadership. - Establish campaign targets, lead routing rules, MQL, SAL, and SQL tracking, attribution processes, and closed-loop performance measurement. - Align audience targeting of webinars, events, and on-demand content generation with overall campaign execution. Manage lead handoff, sales follow-up, and post-program reporting. - Maintain revenue technology tools including Salesforce, Marketo, ZoomInfo, Microsoft Office, reporting platforms, shared drives, and other Sales and Marketing systems for efficient and effective use by sales and marketing teams including creating and updating processes and procedures, databases, and technology configurations. - Actively participate in identifying opportunities for the advancement of the Sales and Marketing Teams, development of new business, and closing of Sales as needed. - Other duties as assigned. - Use, protect and disclose patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards. - Understand and comply with Information Security and HIPAA policies and procedures at all times. - Limit viewing of PHI to the absolute minimum as necessary to perform assigned duties. Qualifications - Bachelor’s degree in Sales, Marketing, Business Management, Business Analytics, or a related field preferred. - 3–5 years of experience in revenue operations, sales operations, marketing operations, business operations, or a similar role; healthcare revenue cycle management experience preferred. - 2-3 years’ experience in SQL and MQL required. - Working knowledge of software Marketo, Salesforce, and Adobe required. - Ability to translate business objectives into scalable processes, dashboards, workflow systems, and operating cadences. - Excellent analytical, organizational, and stakeholder management skills. - Proven ability to manage multiple priorities, identify process gaps, improve accountability, and meet deadlines in a fast-paced environment. - Proficiency in Microsoft Office Suite. - Strong interpersonal skills, ability to communicate well at all levels of the organization. - Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses. - High level of integrity and dependability with a strong sense of urgency and results oriented. - Excellent written and verbal communication skills required. Requirements - Occasional travel may be required. - Must possess a smart-phone or electronic device capable of downloading applications, for multifactor authentication and security purposes. Physical Demands - While performing the duties of this job, the employee is occasionally required to move around the work area; sit; perform manual tasks; operate tools and other office equipment such as computer, computer peripherals and telephones; extend arms; kneel; talk and hear. Mental Demands - The employee must be able to follow directions, collaborate with others, and handle stress. Work Environment - The noise level in the work environment is usually minimal. Company Description Med-Metrix will not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, veteran status, other non-merit based factors, or any other characteristic protected by federal, state or local law.

• Build, configure, QA, schedule, and deploy email marketing campaigns within ESP platforms, ensuring accuracy and on-time delivery. • Execute audience segmentation, list uploads, suppression management, and targeting based on campaign requirements. • Perform comprehensive quality assurance on all campaigns, including content, links, dynamic content, personalization, tracking, rendering, and functionality across devices and email clients. • Partner with Email Production Specialists to validate template functionality and troubleshoot rendering or coding issues. • Collaborate with Email Campaign Managers to understand campaign objectives, timelines, priorities, and deployment requirements. • Manage campaign scheduling and deployment according to production calendars and service-level expectations. • Troubleshoot and resolve campaign setup, deployment, and platform-related issues, escalating when appropriate. • Maintain accurate campaign documentation, deployment records, and operational processes. • Ensure adherence to email marketing best practices, deliverability standards, compliance requirements, and data integrity. • Support A/B testing, campaign validation, and pre-launch approval processes. • Identify opportunities to improve operational workflows, automation, QA processes, and deployment efficiency. • Assist with platform maintenance, process documentation, and operational best practices as needed.

Role Description As a Senior Generalist, your mission is to lead and execute core operational processes that keep Allocator One running efficiently. You will manage complex administrative, financial, and project-related workflows, support leadership directly, and mentor junior team members across time zones. - Oversee daily operational processes across CRM, finance, and internal coordination. - Manage global calendars, meetings, and communications. - Track invoices, receipts, and expense reports across departments. - Support recruitment and onboarding processes. - Conduct research for sponsorships, partnerships, and event co-hosting. - Ensure high-quality handovers and daily reporting through Slack. - Mentor junior generalists to ensure consistency and continuous improvement. Qualifications - 3+ years of experience in remote operations, administration, or project coordination. - Strong command of English (B2 minimum, C1 preferred). - Proficiency in Google Workspace (Docs, Sheets, Slides, Drive) and Slack. - Exceptional attention to detail, organization, and time management. - Proven ability to work independently across time zones. Requirements - Competitive monthly package between $1,800 – $2,100 USD, depending on experience. Benefits - Be part of a global team redefining private markets. - 100% remote position with flexible, international collaboration. - Growth opportunity to take on leadership and process optimization roles.