The Role
Leads Bough’s research operations practice, managing client study delivery from contact strategy and multi-channel outreach through interview scheduling, team supervision, quality reviews, data hygiene, and client reporting. The role oversees AI-assisted personalization, maintains contact intelligence, coaches interviewers, monitors quotas, and proactively resolves delivery issues while managing multiple studies for financial services research clients.
Summary Generated by Built In
Bough is a decidedly different kind of advisory, assurance, and transformation solutions firm. Working collaboratively with clients in finance, audit, and compliance organizations, we co-create integrated solutions that connect people, processes, and technologies to navigate accounting, reporting, and compliance matters.
Our services include finance and accounting advisory, revenue assurance, FP&A advisory and support, risk advisory, and process automation and transformation.
We are busy and sometimes crazy busy delivering exceptional results to our clients with trust, quality, and humanness. Our name 'Bough' means the main branch of a tree - a name that keeps us grounded in nature and emphasizes our belief that we wish to be the main branch on which our clients and employees lean with trust.
For any position we are hiring, we don't just want you to be an ambitious, analytical, multi-skilled, risk-taking go-getter for Bough. We want you to be more. More for yourself and for anything you undertake. Socially responsible, intuitive, empathetic, trustworthy, thoughtful, imaginative, creative, and curious are some words that resonate with us. Your skills are a qualifier, and we believe that each of us is much more than the skills we bring to our job - the person we are looking for...
Role Overview
We're looking for a person who makes the machine run and then makes it better. As Team Lead - Research Operations, you are the foundation of Bough's Research Operations practice: the quality standard-setter, and the day-to-day owner of everything that happens between a contact list and a completed interview.
This role operates at the intersection of outreach discipline, AI-assisted intelligence, and client relationship management. You will be engaging senior decision-makers and C-suite professionals in financial services on behalf of world-class research clients.
You will build the process, lead the team, own the numbers, and be the face of Bough's delivery at the working level.
Key Responsibilities
- Lead end-to-end project delivery across active client studies - from contact strategy and multi-channel outreach through interview scheduling, team oversight, and status reporting
- Design and manage the structured contact cadences, ensuring campaigns are executed with precision and adjusting channel mix based on response rates
- Oversee AI-assisted outreach personalization by reviewing content quality every campaign deployment and maintain standards across every touch point
- Maintain the contact intelligence layer: enrichment runs, job change detection, bounce resolution, and data hygiene before every study cycle
- Supervise, coach, and quality-review Executive Interviewers through weekly call reviews, structured feedback, and non-negotiable delivery standards
- Own the client relationship at the working level: proactive weekly reporting, early flagging of issues, and real-time quota visibility for the client
Qualifications & Experience
- 4-7+ years in B2B or financial services research, with demonstrated ownership of outreach strategy, operations, and interview delivery
- Experience conducting or supervising executive-level telephone interviews with senior professionals; track record of meeting study quotas and delivery timelines
- Strong project management skills with the ability to run multiple studies simultaneously and deliver under pressure, meet deadlines
- Exceptional spoken and written English; you represent Bough credibly with senior client stakeholders and set the standard for the team
- This role operates during client time zone business hours (CST/EST), a requirement that defines how the position functions
Preferred Skills
- Commercially aware and self-directed - you flag problems, propose solutions, and close loops without being asked
- Hands-on experience managing multi-touch outreach campaigns; familiarity with campaign platforms, dialers, enrichment tools (Clay, Apollo, or similar), and AI-generated content workflows
Skills Required
- 4-7+ years of experience in B2B or financial services research, including ownership of outreach strategy, operations, and interview delivery
- Experience conducting or supervising executive-level telephone interviews with senior professionals
- Demonstrated record of meeting study quotas and delivery timelines
- Strong project management skills and ability to manage multiple studies simultaneously under pressure
- Exceptional spoken and written English
- Availability to work during client business hours in the CST or EST time zones
- Commercial awareness, self-direction, problem-solving, and ability to close loops independently
- Hands-on experience managing multi-touch outreach campaigns
- Familiarity with campaign platforms, dialers, enrichment tools such as Clay or Apollo, and AI-generated content workflows
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The Company
What We Do
Bough is an advisory and transformation firm serving CFOs, Controllers, boards, and leadership teams. It provides accounting advisory, risk and ESG services, finance transformation, technical accounting, close acceleration, revenue recognition, SEC reporting, internal audit, enterprise risk, and technology-enabled process modernization. The firm uses senior practitioners and a co-creation approach to help organizations address operational and regulatory complexity, improve resilience, and build long-term value.
