Operations & Planning Specialist

Acrisure•Bulverde, TX

3d•Onsite

About The Position

The Operations & Planning Specialist provides operational leadership and strategic coordination to ensure work flows effectively across the team. It is responsible for designing and maintaining systems that support prioritization, planning, and execution. Acting as a key partner to the Team Director, this role exercises independent judgment to manage work intake, assess risks, recommend sequencing, and ensure alignment across stakeholders. The ideal candidate brings strong operational acumen, anticipates needs, and proactively drives clarity in a dynamic environment.

Requirements

High integrity with sound judgment and discretion when handling confidential information
Strong organizational skills with attention to detail and follow‑through
Proactive, dependable, and solution‑oriented approach to work
Clear, professional communicator able to work effectively with multiple stakeholders
Comfortable supporting leaders and teams in a fast‑moving environment
Bachelor’s degree or equivalent practical experience preferred
Proficiency in Microsoft Outlook, Word, PowerPoint, Excel, and Teams
Experience supporting meetings, calendars, or multi‑participant coordination

Nice To Haves

Familiarity with Copilot, Loop, Power Automate, or similar tools is a plus

Responsibilities

Evaluate and triage incoming requests, determining urgency, scope, and recommended prioritization
Assess workload implications and advise the Director on sequencing and resource allocation
Maintain visibility into active workstreams and independently surface risks, conflicts, or capacity concerns
Make recommendations that influence team priorities and operational decisions
Prepare for planning cycles by shaping agendas, identifying required inputs, and coordinating contributors
Facilitate planning discussions and synthesize outcomes into actionable plans, ownership assignments, and timelines
Ensure follow‑through by establishing tracking mechanisms and escalating risks when commitments are at risk
Develop and maintain the team’s operating cadence, including planning forums, review cycles, and communication touchpoints
Serve as a strategic liaison across teams, ensuring alignment on shared work, dependencies, and timelines
Establish communication practices that support consistent information flow and reduce ambiguity
Represent the team in cross‑functional discussions, providing clarity on priorities, status, and risks
Partner closely with the Team Director to translate strategic priorities into operational plans
Provide insight into workload distribution, emerging risks, and opportunities for efficiency
Manage high‑visibility commitments and ensure the Director is equipped with the right information at the right time
Exercise discretion in handling sensitive information and making decisions on behalf of the Director when appropriate
Design, implement, and refine processes, templates, and tools that improve clarity, efficiency, and scalability
Identify operational gaps and propose solutions that enhance team effectiveness
Lead adoption of systems that support work management, documentation, and communication
Establish standards for documentation, workflows, and ways of working