Strategy and Operations Specialist

SavantRockford, IL
Hybrid

About The Position

Savant is seeking a Strategy and Operations Specialist to play a key operational role within the Chief Operating Officer function. This role helps translate strategic priorities into clear, consistent execution across the organization — creating leverage for senior leadership and helping ensure important initiatives keep moving forward. This is not a traditional administrative role. It’s a high-judgment coordination position for someone who is highly organized, detail-oriented, analytical, and comfortable working across all levels of the organization. The right person brings precision, follow-through, sound judgment, and a willingness to jump in wherever needed to support the broader mission.

Requirements

  • Bachelor’s degree in Business, Project Management, Communications, or a related field
  • 2 to 4 years of experience in operations, project coordination, business support, or a related environment
  • Experience supporting the preparation of executive, board, or governance materials
  • Knows what “CEO ready” looks like
  • Strong organizational skills with a proven ability to manage multiple workstreams simultaneously without losing the details
  • Comfortable working with data: can pull a report, spot a trend, and communicate what it means in plain language
  • Excellent written and verbal communication skills; confident engaging with senior leaders
  • High attention to detail and a bias toward follow through
  • Discreet and professional: can handle sensitive information with appropriate judgment
  • A self-starter who asks good questions, figures things out, and gets things done
  • A “no job too small” mindset: equally comfortable supporting a board pack and booking a conference room, and never makes others feel the difference
  • Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)

Nice To Haves

  • Prior exposure to executive, board, or governance material preparation strongly preferred
  • Experience working with data and reporting tools: able to pull, organize, and communicate findings clearly
  • Background in financial or professional services
  • Familiarity with OKR methodology; direct experience facilitating or managing an OKR process is a strong plus
  • Comfort with or curiosity about AI tools and emerging technologies: excited to learn and apply new ways of working as the firm evolves

Responsibilities

  • Support Savant's Objectives and Key Results (OKR) Framework: Help manage the firm's OKR process from goal-setting through tracking, reporting, and review. Facilitate planning and check-in processes across teams. Build and maintain reporting tools and dashboards. Support teams on OKR methodology and best practices. Identify risks, misalignment, and stalled progress before they become larger issues.
  • Prepare Executive and Governance Materials: Partner in the preparation of materials for executive leadership, Operating Committee, and board meetings. Coordinate timelines, gather content, and ensure consistency across contributors. Synthesize information into clear, well-structured materials that tell a cohesive story.
  • Coordinate Strategic Priorities: Monitor enterprise-wide initiatives and track dependencies, risks, and progress. Maintain visibility into key strategic priorities. Support special projects and initiatives that help move the business forward.
  • Turn Data Into Insight: Pull and synthesize data from multiple sources. Identify trends, risks, and opportunities. Communicate findings in a way that supports informed decision-making.
  • Support Leadership Operations: Partner with senior leaders and their teams to gather updates, coordinate timelines, and drive follow-through. Prepare agendas, capture meeting notes, and track action items. Help ensure commitments made in leadership forums translate into action.

Benefits

  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs
  • Generous paid time off
  • At least 10 paid holidays
  • Annual “Savantiversary” day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible “Dress for Your Day” approach
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