About the job 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 Maintain trackers, timelines, and status documents to monitor the progress of initiatives and deliverables. Update QBR (Quarterly Business Review) presentations and reports with current data and insights. Review and prepare client data before QBR meetings to ensure accuracy and completeness. Use spreadsheet tools (Excel, Google Sheets) to manage and analyze operational data with advanced formulas, charts, and conditional formatting. Generate recurring and ad hoc reports to support planning and performance review. Prepare clear, well-organized presentations using Google Slides to support team updates, planning, and retrospectives. Write and distribute concise meeting notes, summaries, and progress reports. Identify blockers or delays and escalate as needed to keep efforts on schedule. Help with daily operations and other ad hoc tasks as needed. Collaborate with different teams and stakeholders daily to ensure smooth and efficient execution of tasks. Establish and maintain systems to keep files, tasks, and updates orderly and accessible. Support operational consistency through version control, naming conventions, and document hygiene. 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.
Job Title
Business Operations Specialist