CompassX Group Logo

CompassX Group

Business Operations Associate (Process Improvement & Automation)

Posted 6 Days Ago
Be an Early Applicant
Hybrid
Irvine, CA
45K-60K Annually
Junior
Hybrid
Irvine, CA
45K-60K Annually
Junior
Identify and automate manual, repetitive internal processes; document workflows; own and maintain the CRM; reduce leaders' recurring busywork; manage contractor onboarding/offboarding; standardize information tracking; pilot and roll out productivity tools and lightweight automations.
The summary above was generated by AI
CompassX is a boutique business and technology consulting firm. We help Fortune 500 and high-growth clients deliver their most strategic initiatives, from enterprise transformations to digital and data-driven projects. With over 15 years of proven results, we’ve expanded across industries including financial services, pharmaceuticals, aerospace, consumer products, and quick service restaurants.

We are honored to be recognized as a three-time winner of Consulting Magazine’s Best Boutique Firms to Work For, and previously recognized as a “Best Place to Work” in Southern California and one of INC.’s 5000 fastest-growing private companies in the U.S.

We're hiring a motivated Operations Associate (Process Improvement & Automation) to bring structure, smart automation, and continuous improvement to how CompassX runs internally. 
 
You'll be the person who spots what's manual, repetitive, or inefficient - and actually fixes it, building the systems and workflows our team runs on. It's a hands-on, high-visibility role with direct exposure to firm leadership and real ownership from day one.

What You'll Do

  • Hunt down the manual, repetitive, clunky processes nobody's had time to fix — and build the automation or system that finally kills them. This is the heart of the role.
  • Turn tribal knowledge into real documentation and lightweight automations, so good processes don't live in one person's head.
  • Own our CRM like it's your product — keep it clean, current, and push it actually to work harder for the team.
  • Take the recurring busywork off our leaders' plates — scheduling, research prep, documentation — so they can focus on what only they can do.
  • Run point on contractor onboarding and offboarding end-to-end, making sure nothing gets missed.
  • Spot where a spreadsheet, template, or shared doc could replace a scramble — and build it before it's needed.
  • Partner with the team to standardize how we track, tag, and organize information, so nothing lives only in someone's inbox or memory.
  • Pilot new tools (AI-assisted or otherwise) that make the team faster, and roll out the ones that stick.

What You'll Bring

  • 1+ year of experience in operations, process improvement, or a similar hands-on support role — new grads strongly encouraged to apply.
  • A genuine curiosity for how things work and a habit of fixing what's inefficient, even if nobody asked.
  • Comfortable using (or quickly learning) a CRM, spreadsheet tools, and lightweight automation tools (e.g., Zapier, Make, or similar).
  • Excellent written communication — comfortable documenting processes clearly and drafting internal messages.
  • Highly organized, reliable, and detail-oriented — you like building systems and keeping them running.
  • A confident and diplomatic communicator — you'll be reminding senior leaders to follow through on commitments, tactfully and persistently.
  • Takes initiative without being asked, identifies opportunities, and moves work forward independently.
  • Comfortable operating in ambiguity, shifting priorities, and quickly learning new tools or approaches.

Why CompassX

  • A front-row seat to how a consulting firm builds its from the ground up. You'll help shape it, not just execute someone else's playbook.
  • Direct, regular access to firm leadership and real ownership over a function they depend on.

Our consultants say CompassX is a place where they can truly find their own path. As part of a smaller firm, they see the impact of their work, have an identity, and know their voice matters. They value the freedom to take the reins of their careers, shape their client work, and maintain a direct line to leadership.

With CompassX’s focus on serving local Southern California clients, consultants not only build lasting relationships but also see the results of their work in the communities where they live.

At CompassX, you won’t just follow a path - you’ll create one.

Similar Jobs

14 Minutes Ago
In-Office
San Francisco, CA, USA
165K-242K Annually
Expert/Leader
165K-242K Annually
Expert/Leader
Cloud • Information Technology • Machine Learning
Lead and build a global deal desk to structure, approve, and orchestrate complex enterprise and strategic deals. Define operating model, playbooks, systems, and governance; partner with Legal, Revenue Accounting, Finance Pricing, and sales to ensure pricing quality, contract governance, accurate quoting/booking, fulfillment, and compliant revenue recognition.
Top Skills: Ai/MlCloud InfrastructureCpqSaaS
15 Minutes Ago
In-Office
San Francisco, CA, USA
165K-242K Annually
Expert/Leader
165K-242K Annually
Expert/Leader
Cloud • Information Technology • Machine Learning
Lead CoreWeave's Field Process & Automation Center of Excellence to design end-to-end revenue processes (account-to-pipeline, pipeline-to-forecast, quote-to-cash, deploy-to-consume). Embed AI and automation across the revenue tech stack, enforce data governance and SOX controls, run cross-functional integrations (NPI, M&A), and grow a high-performing team while partnering with RevOps, IT, and regional leaders.
Top Skills: AIAnalyticsClariCpqCRMGongIntelligent AgentsOutreachRevenue IntelligenceSales EngagementSalesloft
An Hour Ago
Remote or Hybrid
110K-140K Annually
Senior level
110K-140K Annually
Senior level
AdTech • Cloud • Digital Media • Information Technology • News + Entertainment • App development
Lead ownership and evolution of NBCUniversal's CLM platform (Malbek). Configure workflows, manage roadmap and vendor relationships, gather requirements, design solutions, drive CLM expansion, implement AI-enabled contracting features, support testing and change adoption, and measure adoption and efficiency through KPIs and reporting.
Top Skills: AgiloftAi-Enabled Contracting ToolsAribaClmIcertisIntegrationsIroncladMalbekMetadata ManagementReportingSemantic SearchSirionWorkflow Automation

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account