Business Operations Specialist

3 years

0 Lacs

Posted:5 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

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.


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