Operations Associate

Company Description

Sherpa builds AI tools for consultants and corporate-strategy teams — software that accelerates high-value, expert work in consulting and professional services. We’re an AI-enabled software company working toward an autonomous advisory future and already serving leading firms in the industry.

Role Description

You’ll be the glue that keeps Sherpa running smoothly for customers and teams. Day-to-day you’ll own operational workflows, run onboarding and support processes, analyse operational data to improve throughput, and remove blockers for sales, product and customer success. This is a hands-on role — you’ll work across systems, write SOPs, and execute improvements end-to-end.

What you’ll own

• Customer onboarding & support : run and improve onboarding flows for new accounts; triage customer issues; coordinate with product and engineering to resolve bugs and roadmap blockers.
• Operational processes & SOPs : document and maintain core ops processes (onboarding, billing, data hygiene, vendor runbooks); standardise handoffs across sales, CS and product.
• Data & reporting : own routine operational reporting (usage, NPS / onboarding metrics, SLA adherence); pull ad-hoc analyses to identify friction and opportunities. Familiarity with Sheets / Excel and basic SQL or analytics workflows is expected.
• Cross-functional coordination : act as the main operational contact across Sales, Product and Customer Success — schedule, follow up, and drive actions to completion.
• Vendor & admin management : manage third-party providers (billing, tools, contractors) and routine admin tasks to keep the machine running.
• Continuous improvement : identify repeatable work to automate; implement small automations; iterate on processes until they scale.

Who you are

Nice to have

Practicals