Business Operations Specialist

Who We Are

CatalyzeX pairs deep process expertise with top offshore talent, enabling AI-driven and technology companies to scale faster and smarter. We marry proven delivery frameworks with a people-first culture, creating human-centric solutions that drive meaningful impact for our clients' software products and platforms.

What You'll Do

• Prepare and update QBR (Quarterly Business Review) presentations and client reports.
• Review and organize client data before QBR meetings.
• Use tools like Google Sheets, Docs, Excel, and Slides for daily operations, updates, and documentation.
• Maintain trackers, timelines, and progress reports to ensure smooth project execution.
• Identify and escalate bottlenecks or delays to keep deliverables on schedule.
• Prepare and maintain internal presentations and documentation for team updates and planning.
• Ensure data accuracy, version control, and document organization across all shared files.
• Collaborate cross-functionally with different teams to support ongoing initiatives and ad-hoc tasks.

Who You Are

Must-have qualifications

• Expert-level proficiency in Google Slides and strong proficiency in Google Sheets, Google Docs, and Excel.
• Advanced knowledge of spreadsheet functions, including formulas, charts, conditional formatting, and data analysis.
• Excellent slide development skills with an eye for clarity, structure, and professional presentation.
• Excellent written and verbal communication abilities.
• Basic knowledge of automation tools and AI applications to improve operational efficiency.
• Extreme attention to detail and accuracy in all work.
• Highly organized, self-motivated, and dependable.
• Ability to manage multiple streams of work and follow through on deadlines.
• Strong collaborative skills with ability to work across different teams and stakeholders.

Nice-to-have bonuses

• Bachelor's degree in Business, Operations, Communications, or a related field.
• 1–3 years of experience in an operations, business support, or project coordination role.
• Experience working with credit underwriting platforms or financial services technology.
• Familiarity with documentation and task management tools (Notion, Confluence, Asana, Trello).
• Advanced knowledge of automation and AI tools for workflow optimization.
• Experience with QBR processes and client data management.

Technical Requirements

• Stable high-speed internet (≥ 20 Mbps).
• Modern laptop/desktop capable of running multiple applications simultaneously (Google Workspace, Excel, presentation software).
• Quiet, professional workspace suitable for focused work and frequent virtual collaboration.