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CompassX Group

Posted 2 months ago

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Business Operations Associate (Process Improvement & Automation)

IrvineHybridFull-time

AI Summary

A Business Operations Associate (Process Improvement & Automation) identifies manual, repetitive processes and builds automations and documentation to improve efficiency. They own CRM hygiene, contractor onboarding, and repetitive tasks to free leadership and standardize workflows.

About this role

CompassX is a boutique business and technology consulting firm. We help Fortune 500 and high-growth clients deliver their most strategic initiatives, from enterprise transformations to digital and data-driven projects. With over 15 years of proven results, we’ve expanded across industries including financial services, pharmaceuticals, aerospace, consumer products, and quick service restaurants.

We are honored to be recognized as a three-time winner of Consulting Magazine’s Best Boutique Firms to Work For, and previously recognized as a “Best Place to Work” in Southern California and one of INC.’s 5000 fastest-growing private companies in the U.S.

We're hiring a motivated Operations Associate (Process Improvement & Automation) to bring structure, smart automation, and continuous improvement to how CompassX runs internally.
You'll be the person who spots what's manual, repetitive, or inefficient - and actually fixes it, building the systems and workflows our team runs on. It's a hands-on, high-visibility role with direct exposure to firm leadership and real ownership from day one.

What You'll Do

  • Hunt down the manual, repetitive, clunky processes nobody's had time to fix — and build the automation or system that finally kills them. This is the heart of the role.
  • Turn tribal knowledge into real documentation and lightweight automations, so good processes don't live in one person's head.
  • Own our CRM like it's your product — keep it clean, current, and push it actually to work harder for the team.
  • Take the recurring busywork off our leaders' plates — scheduling, research prep, documentation — so they can focus on what only they can do.
  • Run point on contractor onboarding and offboarding end-to-end, making sure nothing gets missed.
  • Spot where a spreadsheet, template, or shared doc could replace a scramble — and build it before it's needed.
  • Partner with the team to standardize how we track, tag, and organize information, so nothing lives only in someone's inbox or memory.
  • Pilot new tools (AI-assisted or otherwise) that make the team faster, and roll out the ones that stick.

    • What You'll Bring

  • 1+ year of experience in operations, process improvement, or a similar hands-on support role — new grads strongly encouraged to apply.
  • A genuine curiosity for how things work and a habit of fixing what's inefficient, even if nobody asked.
  • Comfortable using (or quickly learning) a CRM, spreadsheet tools, and lightweight automation tools (e.g., Zapier, Make, or similar).
  • Excellent written communication — comfortable documenting processes clearly and drafting internal messages.
  • Highly organized, reliable, and detail-oriented — you like building systems and keeping them running.
  • A confident and diplomatic communicator — you'll be reminding senior leaders to follow through on commitments, tactfully and persistently.
  • Takes initiative without being asked, identifies opportunities, and moves work forward independently.
  • Comfortable operating in ambiguity, shifting priorities, and quickly learning new tools or approaches.

    • Why CompassX

  • A front-row seat to how a consulting firm builds its from the ground up. You'll help shape it, not just execute someone else's playbook.
  • Direct, regular access to firm leadership and real ownership over a function they depend on.

    • Skills

    CRMDocumentationMakeProcess ImprovementProject CoordinationSpreadsheetsWorkflow AutomationZapier

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