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.

Approx. Time	Area	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 jobs@cabotwealth.com

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
CabotWealth.com/jobs