Business Operations Associate (Process Improvement & Automation)

CompassX Group•Irvine, CA

About The Position

CompassX is seeking a motivated Operations Associate (Process Improvement & Automation) to bring structure, smart automation, and continuous improvement to internal operations. This role involves identifying and fixing manual, repetitive, or inefficient processes by building systems and workflows. It is a hands-on, high-visibility position with direct exposure to firm leadership and significant ownership from the start.

Requirements

1+ year of experience in operations, process improvement, or a similar hands-on support role.
Genuine curiosity and a proactive approach to fixing inefficiencies.
Comfortable using or quickly learning CRM systems, spreadsheet tools, and lightweight automation tools (e.g., Zapier, Make).
Excellent written communication skills for documenting processes and drafting internal communications.
Highly organized, reliable, and detail-oriented with a knack for building and maintaining systems.
Confident and diplomatic communicator, capable of tactfully engaging with senior leaders.
Ability to take initiative, identify opportunities, and independently drive work forward.
Comfortable operating in ambiguity, managing shifting priorities, and quickly learning new tools or approaches.

Responsibilities

Identify and automate manual, repetitive, or inefficient processes.
Convert tribal knowledge into documented processes and lightweight automations.
Manage and maintain the company's CRM to ensure it is clean, current, and effectively utilized.
Reduce recurring administrative tasks for leaders, such as scheduling, research preparation, and documentation.
Oversee the end-to-end contractor onboarding and offboarding process.
Develop and implement spreadsheets, templates, or shared documents to streamline workflows.
Standardize information tracking, tagging, and organization across the team.
Pilot and roll out new tools, including AI-assisted technologies, to improve team efficiency.