Director of Operations and Client Success

About This Role

Lead operational and administrative efforts, supporting students, parents, and internal teams, to ensure smooth client progress and efficient workflows for an education-focused organization.

Responsibilities

• Serve as the primary operational and administrative lead supporting students, parents, and internal team members
• Manage parent communication and client relationships with professionalism, warmth, and consistency
• Oversee HubSpot CRM, including deal management, pipelines, data accuracy, and basic automations
• Coordinate contracts, PSAs, retainers, and payment links in a timely and organized manner
• Maintain and optimize internal workflows, systems, and documentation
• Support sales and client pipelines through follow-up tracking and task execution
• Oversee billing processes, including Harvest invoicing, timesheet review, and payroll coordination
• Track cash flow, KPIs, and financial data to support operational clarity
• Coordinate administrative marketing efforts, including newsletters and podcast logistics
• Manage and maintain core platforms and tools used across the business

Requirements

• Experience in operations, administration, student services, higher education, college consulting, or a related education-focused field
• Strong organizational and project management skills
• Experience managing CRM systems (HubSpot preferred) and maintaining accurate client data
• Comfort handling contracts, billing processes, and payment workflows with attention to detail
• Strong written and verbal communication skills, particularly when working with parents and families
• Client-centered mindset with a calm, professional, and responsive approach
• Experience supporting students and families, including neurodiverse learners, with clarity and patience
• Technologically proficient and comfortable learning new platforms and tools
• Ability to work independently in a remote environment
• Detail-oriented, reliable, and proactive in identifying and solving operational issues
• Strong interpersonal skills and ability to collaborate effectively with leadership and team members

Qualifications

• Experience in operations, administration, student services, higher education, college consulting, or a related education-focused field

Nice to Have

• Familiarity with executive functioning support or academic coaching

Skills

* Required skills

Benefits