Chief Operating Officer (Financial Agency)

We’re seeking a dynamic and experienced Chief Operating Officer (COO) to join our team. Operating in an agency-like model, we require a leader who is proficient with tools such as Airtable, Zapier, and other project management platforms. This role is pivotal in driving operational excellence, optimizing processes, and setting the foundation for scalable growth. If you have a strong background in agency operations and a passion for innovation, we want to hear from you. For a better chance of an application success please send a loom outlining the reasons you are the right person for a position to lev@avalancheconsulting.uk

Your Key responsibilities will include:

Operational Leadership

• Oversee daily operations to ensure efficiency, scalability, and effectiveness across all departments.
• Align operational activities with the company’s strategic goals and vision.

Process Development and Optimization

• Build, implement, and refine Standard Operating Procedures (SOPs) and Key Performance Indicators (KPIs) for the team.
• Continuously identify and execute process improvements to enhance efficiency, reduce costs, and improve performance.
• Design and optimize lead generation pipelines to drive client acquisition.
• Streamline existing client lead generation processes for greater impact.

Systems and Tools Management

• Improve and maintain critical systems such as Customer Relationship Management (CRM) platforms.
• Evaluate, test, and implement new software solutions, then develop processes around them.
• Build automation workflows using tools like Airtable and Zapier to reduce manual work and enhance productivity.
• Collect, store, and organize investor data to ensure it is practically accessible and actionable for the team.

Client Success and Communication

• Refine and optimize client performance metrics to ensure client success.
• Oversee client communications to guarantee quality responses and satisfaction.

Requirements

• Proven experience in operational leadership, ideally within an agency or lead generation environment.
• Strong background in building and managing SOPs, KPIs, and operational workflows.
• Mandatory proficiency with tools like Airtable, Zapier, and other project management software.
• Expertise in lead generation and designing efficient client acquisition strategies.
• Knowledge of email marketing best practices is a significant advantage.
• Exceptional organizational and leadership skills with a track record of building scalable systems.
• Strong analytical skills to evaluate and optimize processes.
• Excellent communication skills to manage internal teams and external client relationships.
• Ability to thrive in a fast-paced, dynamic environment while balancing multiple priorities.

Benefits

• Performance Bonus
• Fully remote position providing flexibility across various time zones.
• Collaborative and innovative work culture focused on growth and success.
• 25,000-40,000 USD Yearly pre bonus compensation