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Operations Assistant

Scale Army· Operations
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Remote$1k/mo - $1.2k/moContractPosted 4d ago

About the role

The Operations Assistant will support internal systems and administrative workflows for a B2B advisory team, focusing on CRM data management, research, onboarding support, and general operations to keep information organized and accessible.

Responsibilities

  • Maintain accurate contact, buyer, seller, and prospect records within Streak CRM.
  • Enter, update, and clean CRM records using inbound emails, internal notes, and advisor instructions.
  • Identify and resolve duplicate records, incomplete data, and outdated information.
  • Ensure relevant communications and follow-up information are accurately captured in the CRM.
  • Support ongoing CRM cleanup and data-quality initiatives.
  • Conduct targeted research to identify business owners, companies, potential buyers, and strategic acquirers.
  • Build and validate contact lists based on industry, geography, business type, and campaign requirements.
  • Use AI-assisted research outputs and internal resources while manually verifying information for accuracy.
  • Research company and contact information using public sources, websites, LinkedIn, and approved data tools.
  • Maintain organized Google Sheets containing accurate, usable, and well-documented research data.
  • Support client onboarding through welcome emails, onboarding communications, and follow-up coordination.
  • Organize client-related documents, information, and internal checklists.
  • Ensure relevant client information is prepared and accessible to the advisory team.
  • Provide general administrative and operational support as needed.
  • Maintain organized Google Sheets, Google Docs, Gmail workflows, and Google Drive folders.
  • Support standardized processes for documenting research, client information, and internal updates.
  • Help establish organized and repeatable operational processes as the team grows.
  • Identify recurring administrative and data-management issues and recommend improvements.
  • Document recurring workflows to support accurate and consistent task execution.
  • Assist leadership with ad hoc research, data cleanup, and operational projects.

Qualifications

  • 2+ years of experience in operations support, administrative coordination, CRM administration, research, or data management.
  • Experience maintaining CRM records and working with contact or customer data.
  • Experience with research, contact list building, data verification, or lead and contact enrichment is strongly preferred.
  • Previous experience with Streak CRM is helpful but not required.

Skills

Required:Google Workspace proficiencyIndependent workResearch & data verificationAttention to detailOrganization & multi-taskingIndependent ownershipProcess orientationDiscretion with confidential information
Nice to have:AI-assisted research
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Scale Army

Global Staffing for Marketing & Sales Growth

Scale Army sources, vets, and deploys high-performing marketers and sellers, helping meet growth targets with nearshore talent, month-to-month contracts, and fast onboarding.

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