Head of Operations

A. Company Overview

Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine’s Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune’s inaugural list of the 300 Most Innovative Companies.

Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients.

B. About Your Role

We are looking for a Head of Operations to join our Operations Department. In this role, you will partner with the Chief Operating Officer to build and run the operating backbone of the company. You will combine strategic planning with hands-on ownership of processes, tools, systems, and data—ensuring work flows smoothly across teams and that execution is consistent, efficient, and well-documented. Your contribution will directly support organizational scalability, operational excellence, and long-term business success.

If you're passionate about driving operational efficiency, building strong internal systems, and creating high-impact processes that support company-wide performance, and if you thrive in a fast-paced, collaborative, and growth-focused environment where innovation, teamwork, and continuous learning drive success, we’d love to hear from you!

The ideal candidate is proactive, adaptable, analytical, detail-oriented, and a strong problem-solver—someone who takes initiative, embraces challenges, and is eager to contribute to a culture of excellence and impact.

C. Key Responsibilities

• Design and run a structured weekly and monthly operating cadence with clear agendas, KPIs, action items and owners.
• Translate strategic priorities into execution roadmaps with timelines, milestones and measurable outcomes.
• Map and improve end to end processes across client and internal journeys, including intake, documentation, fulfilment, billing, collections and reporting.
• Build and maintain a central library of SOPs, checklists and workflow diagrams with ownership and version control.
• Support implementation of OKRs or similar frameworks, ensuring clear responsibilities and non-overlapping ownership.
• Take ownership of the productivity and collaboration stack, including advanced use of Microsoft 365, admin centers, Teams, SharePoint and OneDrive, along with access and permission structures.
• Oversee day to day operational tools such as Calendly, Zoom and similar platforms, ensuring they are configured correctly and used consistently.
• Lead setup, reconfiguration and migration of CRMs or similar core systems, covering requirements gathering, configuration, data mapping, cut over and post go live stabilization.
• Use large language model tools in daily work for documentation, analysis, drafting and internal knowledge management.
• Design and deploy no code automations using platforms such as Zapier, Make or similar tools to connect systems and reduce manual work.
• Lead or supervise the build of internal tools and workflows on no code or low code platforms such as Bubble, GoHighLevel or comparable solutions.
• Build simple, reliable dashboards and recurring reports that give leadership visibility into volume, performance, risks and trends.
• Own SaaS and tool governance for operations, including selection, onboarding, renewals, decommissioning, access control and cost optimization.
• Lead vendor relationships where operations is the primary owner, including contracts, service levels and performance reviews.
• Build and manage a small operations team over time, including hiring, onboarding, coaching and performance management.

D. Required Qualifications & Experience

Education

Experience

Essential technical skills

Essential Personal Attributes

E. Benefits & Perks

F. Job Details

Additional Application Requirement

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