Director of Operations

General:  Maintains and looks for opportunities to enhance operational procedures and systems. Provides excellent customer support and manages customer support team.  Helps promote a company culture that encourages top performance and high morale.



Specific Responsibilities
40% Customer Service (CS)
Team Management
  • Recruit, select, train, assign, schedule, coach, monitor, review and counsel CS staff
  • Implement production, productivity, quality standards, identify trends, resolve problems, complete audits
  • Analyze process workflow, employee and space requirements
  • Serve as primary point of contact for escalated CS issues
  • Communicate customer issues across CS team as part of continuous improvement efforts for customer experience
15% Sales Management
  • Establish outbound sales goals and procedures
  • Coordinate with marketing to maximize sales and marketing opportunities
20% Systems Management
  • Forecast technology and systems requirements; schedule expenditures
  • Maintain current, working knowledge of tech needs and available solutions
  • Manage vendor relationships including pricing, rebates and service levels
  • Review/approve operational invoices
  • Tech support/help desk
10% Event Management
  • Webinars: Coordinate and support efforts of marketing, content, and CS teams to plan and execute (currently monthly) webinars
  • Videos: Coordinate technical needs for production of video with marketing and content team
  • Summit:
    • Work with marketing and content teams in developing event goals, plans
    • Oversee operational implementation—sales, venue/on-site, vendors
15% General Operations
  • Contribute operations information and recommendations to strategic planning
  • Work closely with President and management team to set and/or implement policies, procedures and systems and to implement plans
  • Maintain professional development by participating in educational opportunities; reading, classes, personal networks, professional organizations
  • Work closely with marketing team and analyst/editorial team

What a strong candidate looks like

  • Experience in customer service, management/supervision, operations, and leadership
  • Understanding of general finance and budgeting
  • Ability to build consensus and relationships among managers, partners, and employees
  • Excellent communication skills
  • IT troubleshooting and set up experience
  • Aptitude for office technology (hardware and software)
  • Knowledge of stock market investing
  • College degree

Reports to President.

Has 3 direct reports in customer service/sales/office management.

To apply:  Send letter/resume to

About Cabot Wealth Network

Cabot Wealth Network, founded in 1970, is one of the largest and most-trusted independent investment advisory publishers in the country, serving hundreds of thousands of investors across North America and around the world. Headquartered in Salem, Massachusetts, a short walk from the T train/bus station.  Cabot Wealth Network is an equal opportunity employer.

Cabot Wealth Network
176 North Street, Salem MA 01970

 Cabot Wealth Network