Operations Lead

Overview

The Operations Lead is responsible for running the day-to-day operations of the Appointment Engine. This role ensures that leads move smoothly from ads to qualification, booking, and confirmed advisory meetings, while maintaining process discipline, data accuracy, and continuous improvement. This is a hands-on execution role that works inside the CRM daily and coordinates closely with the Media Buyer and SDR.

Key Responsibilities

• End-to-End Operations Ownership : Oversee the full appointment flow from lead capture to show-up; Ensure SOPs and SLAs are followed; Monitor queues, calendars, and pipelines daily.
• CRM & Workflow Execution : Manage CRM stages, routing rules, and booking workflows; Maintain clean data and reporting.
• Team Coordination : Coordinate with Media Buyer on lead volume and quality; Coordinate with SDR on speed-to-lead and booking accuracy.
• Monitoring & Reporting ...