Operations Associate

Lumanity•Remote,

About The Position

As a member of the Operations team at Lumanity HE & HTA, the Operations Associate supports the efficiency and effectiveness of operations. The role provides administrative, analytical, and operational support to Internal Consultants, Technical Teams, Subject Matter Experts, Operations team members, and other HE&HTA staff throughout the lifecycle and management of opportunities. Attention to detail and data analysis contribute to the success and growth of the team, business unit, and company.

Requirements

Expertise using CRM systems, project management and budget systems, and analytical tools or software to inform data-driven decisions.
Bachelor of Science or Arts degree in a relevant field.
Relevant experience in a sales, marketing, or other commercial role.
Experience using MS Office, including Excel, PowerPoint, and SharePoint.

Nice To Haves

Experience in a professional services, healthcare, or research-focused organization, and/or experience in the biopharmaceutical industry.

Responsibilities

Collaborate with internal stakeholders to gather, organize, and manage documentation and information for new opportunities, and update relevant systems.
Manage the HE&HTA Operations team email inbox, triage requests, and ensure communications are handled within response timelines.
Collate and analyze RFI and RFP information, analyze opportunity volume and trends across client accounts, service lines, therapy areas, and indications, and build and maintain an RFI data repository.
Maintain accurate, up-to-date opportunity data, budget information, commercial terms, and implementation details in CRM, project management systems, and related tracking files.
Monitor and maintain data quality, hygiene, and integrity in CRM and project management systems and associated commercial operations files.
Analyze budget information, including potential project margins, profitability across accounts and service lines, and opportunities to inform future prioritization of sales and technical team focus.
Work with Proposal and Project Leads to review and refine project budgets, constructively support and challenge budget proposals, and align budget processes with proposal success, client expectations, and agreed commercial terms.
Complete and present externally facing budget grids in client-required formats and create and present invoicing schedules in accordance with company or client-specific commercial terms.
Ensure compliance with commercial terms and support project teams in implementing them correctly.
Flag proposed budget margins with relevant stakeholders for approval.
Promote communication and engagement among internal stakeholders to enable teamwork and knowledge sharing.
Work with teams to implement streamlined workflows, support and track process implementation, and help correct implementation where appropriate.
Support existing systems and processes and promote their adoption across HE&HTA and the wider Lumanity business as appropriate.
Understand how systems and processes interact across the function, apply processes and data-entry standards accurately, and communicate them to relevant stakeholders.
Identify opportunities for efficiency and synergy gains, using data and analysis to build a case for change.
Maintain proposal and pitch content and examples in the central resource library, identify content gaps, and flag them for team support.
Maintain the team's Commercial Vault knowledge repository, including market intelligence, best practices, experience and capabilities, and thought leadership.
Analyze external data sources such as Global Data to support account targeting and segmentation, account insights for sales activities, and market insights for business planning.
Uphold high standards of quality, accuracy, and consistency in operational activities and deliverables.
Help maintain dashboards and performance metrics to track operational effectiveness and the role's impact and value, supporting data-driven decisions.
Help build dashboards where additional visibility is needed within the Commercial Operations & Strategy team.