CCS Fundraising ยท 1 day ago
Business Operations and Systems Lead
San Francisco, CA
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $120K/yr
6+ years expCCS Fundraising is an international strategic fundraising firm that partners with nonprofits for transformational change. They are seeking a Business Operations and Systems Lead to oversee systems, reporting, and compliance functions, ensuring operational accuracy and financial integrity while managing key platforms and supporting the rollout of a new CRM system.
ConsultingNon Profit
No H1B
Responsibilities
Serve as Department Manager (conducting 1:1s, approving PTO, coaching team members, and overseeing day-to-day workflow)
Create and execute annual strategic work plans for business systems, reporting, and compliance priorities
Partner with the Head of Operations and Corporate teams to align systems processes, reporting standards, and compliance metrics
Track and report on key operational data including sales, revenue, margin, and project performance
Model a culture of precision, accountability, and continuous improvement
Oversee use and integration of regional systems (HubSpot, NetSuite, Navan, SharePoint, and The Source)
Lead the regional rollout and adoption of HubSpot, ensuring best practices for contact management, lead tracking, reporting, and data hygiene
Collaborate with corporate teams to test system updates, refine SOPs, and identify improvement opportunities
Provide training and ongoing support to ensure efficient and accurate system use across departments
Identify and implement process improvements to connect data across systems, reduce redundancy, and improve data visibility
Oversee management of a regional contract tracker (until full transition to Corporate)
Supervise preparation and routing of contracts and amendments in coordination with executives and Corporate Legal
Maintain visibility into active and pending contracts, ensuring timely execution and documentation
Partner with Corporate Finance to review financial packages, flash reports, and dashboards; identify trends and variances
Oversee Navan and expense compliance processes, including review and reconciliation of expense submissions
Support review of client invoices and aged receivables, escalating concerns as needed
Oversee data integrity and compliance for all time, expense, and project entries in NetSuite and related systems
Manage compliance workflows for project close-outs, client satisfaction surveys, and internal reporting
Collaborate with Corporate Finance on expense policies and reimbursement processes
Lead tracking of non-comp budgets and support analysis of regional spend
Create dashboards and reports that synthesize insights for leadership, translating data into actionable recommendations
Qualification
Required
6-8 years of direct experience managing systems
In depth knowledge of HubSpot
Bachelor's degree
Strong analytical and problem-solving abilities
Proven experience with optimizing systems, workflows, and processes
Preferred
Leadership or management experience preferred
Benefits
Competitive benefits
Dynamic training program
Resources
Career advancement
Mentoring
Networking opportunities
Company
CCS Fundraising
CCS Fundraising provides interim development management and assessments services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ABRY Partners
2022-05-24Private Equity
Leadership Team
Edward Van Saders
Managing Director & Chief Financial Officer
Janine Triano
Chief Human Resources Officer
Recent News
Orange County Business Journal
2024-04-09
Company data provided by crunchbase