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The Role
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.
Summary Generated by Built In
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.
Skills Required
- 1+ year of experience in operations, process improvement, or a similar hands-on support role
- Comfortable using or quickly learning a CRM, spreadsheet tools, and lightweight automation tools (e.g., Zapier, Make)
- Genuine curiosity for how things work and a habit of fixing inefficiencies
- Excellent written communication and ability to document processes clearly
- Highly organized, reliable, and detail-oriented
- Confident and diplomatic communicator who can follow up with senior leaders tactfully
- Takes initiative and can move work forward independently
- Comfortable operating in ambiguity, shifting priorities, and quickly learning new tools or approaches
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The Company
What We Do
CompassX is a local-model consulting firm headquartered in SoCal. Founded in 2009, our core delivery focus is on Project Leadership and the flawless execution of our clients’ projects and strategic initiatives. Our team members have unfettered access to a leadership team who truly cares & listens, and the ability to customize their consulting career journey. You will have the opportunity to use your experience, creativity, and passion to put your mark on building the next great consulting firm! Join us and give yourself a chance to love consulting again.
