Operations Coordinator

4 weeks ago


San Francisco, United States The Trium Group Full time
Job DescriptionJob Description

At The Trium Group, we are trusted strategists and advisors to CEOs and senior leaders of some of the world’s most consequential companies. Join our team for the opportunity to work with esteemed business leaders on the front lines of the most transformative strategy and leadership work in the world.

We are seeking a talented Operations Coordinator to join our team in the San Francisco Bay Area. This role involves being highly involved in client relationships while handling the logistics of consulting and coaching engagements, client offsites, and business development. You will have the unique opportunity to work directly with highly skilled consulting practitioners through the entire business development and delivery process of their work.

This is a particularly exciting time in Trium's history as we are celebrating 25 years of highly successful client engagements and thought leadership. If you are looking for a place where you can make a huge impact, where each member of the team is constantly bringing their A-game, and where you will be perpetually challenged to grow and evolve personally and professionally, The Trium Group is the place for you.

What We Are Looking For
  • 2-5 years' experience in administrative or client facing roles with exposure to project management
  • A high level of emotional intelligence coupled with a detailed approach to your work
  • Hyper-organization and conscientiousness with outstanding execution skills
  • A confident and concise communicator, both written and verbal, who enjoys getting to know people and leverages strong EQ to establish new relationships internally and with clients
  • A strong initiative and “can do” attitude, with an ability to self-motivate, work independently and anticipate needs
  • A knack for getting in the weeds and taking immense pride in attention to detail coupled with the ability to zoom out to keep one eye on the bigger picture
  • A clear focus and passion around enabling people to do their best work
  • Interest in personal development & human potential and growth
  • Ability to be in the San Francisco office at least 2 days per week and as needed for offsites and important meetings
The Role

This role partners most closely with two Operations Managers in support of two Partners and their team and is highly involved in client relationships, the logistics of consulting and coaching engagements, client offsites, and business development.

In this role, you will be responsible for enabling the Partners and project teams you support to focus on the most important objectives. This involves supporting multiple client engagements while also managing a variety of internal operations projects that touch every part of the firm. Utmost professionalism is important, but also a casual comfort in your capabilities.

Our SF-based team has returned to the office two days/week.

  • Administration
    • Work closely with two Operations Managers providing direct support around managing scheduling, priorities, business development communications and opportunity tracking, and project logistics
    • Heavy scheduling and calendar management for two Partners and their team in our Consulting practice in addition to firm-wide meetings
    • Support Operations Managers in LinkedIn maintenance and postings, and other marketing-related activities
    • Support Operations Managers in all business development operations (top 100 list creation and maintenance, adding contacts to HubSpot, reach-out campaigns and tracking)
    • Prepare expense reports, organize inboxes, and other Partner-related administrative support
    • Serve as a primary point of contact for scheduling coordination with clients, prospects, and/or third-party vendors
  • Project Management
    • Support Operations Managers in event planning for client offsites including space rental, catering, AV setup, coordinating with client teams, including travel to Bay Area client sites as needed
    • Support Operations Managers in executing complex client projects from start to finish, including scheduling client meetings and administrating diagnostic interviews (360 feedback surveys, team surveys, and Enneagram)
    • Create clear, compelling, and visually appealing documents using PowerPoint, Excel, Word and other mediums to bring a story or concept to life
    • Accurately capture and synthesize large quantities of information during interactions with clients and EAs, internal team meetings, interviews, etc.
    • Draft client communications for Partners and Consultants
    • Book domestic and international travel and plan/manage complex itineraries
    • Build and maintain effective relationships with the support staff of our clients
  • Operational Improvement
    • Engage in special projects as needed for the firm
    • Actively participate in and contribute to the culture of the operations community through collaboration, sharing of best practices, periodic facilitation of internal Operations meetings, fostering connection and relationship, supporting one another, etc.
    • Be seen as a credible and go-to resource on project and event logistics
    • Anticipate needs of Partners and clients - be the connecting thread and help to paint the full picture, providing perspective and advocating for changes in approach or plans where needed, ensure team stays on track for desired outcomes
    • Engage as a cross-functional ambassador, across multiple Partners and supporting teammates
    • Collaborate, partner, and pitch in; Everyone on the Trium team rolls up their sleeves, regardless of position, title, or experience, and is accountable for creating amazing experiences for our clients
The Company

The Trium Group is a West Coast-based management consulting and executive coaching firm that helps organizations solve their most complex strategic, operational, cultural, and leadership challenges. Trium delivers its work with a unique, higher-level mission: to change the world by changing the way business leaders think. Since it was founded in 1998, Trium has served more than 150 leading global companies including Affirm, Calendly, Cisco, Genentech, LinkedIn, Lululemon, Opendoor, Sephora, StockX, Typeform, UiPath, Warner Bros., and many others.

Trium is an equal opportunity employer. Diversity, equity and inclusion are a priority. We actively welcome applicants from all backgrounds (including but not limited to race, gender, religion, educational background, age, and sexual orientation).

Details, Compensation & Benefits
  • Internal Title: Operations Coordinator
  • Location: San Francisco Bay Area - Hybrid with at least 2 days per week in the office
  • Type: Full-time
  • Compensation: $90K-$120K base salary. Based on pay transparency guidelines, a reasonable expectation for the salary range is listed. Actual base salary will be dependent on relevant experience, skills, qualifications, and/or other job-related factors. As a part of the total compensation package, this role may be eligible to participate in a company bonus plan.
  • Benefits: We offer competitive benefits including:
    • Excellent health insurance
    • 17 paid vacation days and 11 paid holidays per year, plus a soft close between Christmas and New Year’s Day
    • Paid Parental Leave
    • Company 401K contribution
    • Home office stipend


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