Job Description

Company Overview

Lloyd McGill is a management and sustainability consultancy specializing in ISO standards in Information Security, Data Privacy, Quality, Environmental, Occupational Health & Safety, Business Continuity, and Sustainable business practices. We help organizations achieve certification and improve business processes.

Job Summary

The Business Operations Support (BOS) role partners with the Director and HR/Finance Manager to independently manage business operations, support sales and HR activities, and drive client satisfaction and recurring sales to meet business targets.

Responsibilities

Create and maintain accurate sales, project, and invoicing documentation in the designated CRM system to support business operations
Update and manage product and client databases within the CRM system to ensure data integrity
Generate and email invoices to clients and monitor accounts receivables to facilitate timely payment collections
Coordinate applicant registrations and logistics for training sessions and workshops to ensure smooth event execution
Maintain and update the company website and social media platforms to promote branding, value propositions, and service offerings
Report and escalate potential project and operational risks and client feedback to the Director, Operations Manager, and HR/Finance Manager for timely resolution
Identify sales opportunities through campaigns, services, and distribution channels to increase revenue
Achieve recurring sales targets with existing clients by nurturing strong business relationships
Prepare and submit monthly sales performance reports to Management for informed decision-making
Support HR-related activities and sales team initiatives as required to contribute to overall business success