Practice Operations Manager

Our client is a Business Growth Agency that helps businesses and their people win. Running a business is tough—the constant challenges, financial complexity, strategic decisions, and the pressure to grow while keeping everything in balance. It takes grit to stay in the arena and no one should do it alone.

For almost a decade, they have guided entrepreneur-driven businesses through pivotal moments with financial expertise, growth strategies, and transition planning—turning complexity into clarity and providing the confidence to face what's next. Their human-first approach connects, listens, and aligns teams so growth strengthens both the business and the people who built it—creating momentum and endurance for the road ahead.

Who Thrives in This Role

Our client are builders who serve builders. They are looking for the same in this role.

You may thrive in this role if you are a practical builder, problem solver, and self-starter who takes ownership without waiting to be directed. You see gaps and step in. You create momentum. You like making things better.

They are drawn to people who:

• Take initiative and act without needing constant direction

• Bring a "I'll figure it out" mindset to challenges

• Solve problems rather than point at them

• Pull people and priorities forward through follow-through and initiative

• Enjoy building systems, improving processes, and creating order

• Thrive in entrepreneurial environments where ownership and adaptability matter

• Want to help build something meaningful, not simply fill a job

• Have a passion for small business, like they do!

About The Role

The Practice Operations Manager is an operational builder and coordinator who helps keep the firm moving. This role supports workflow execution, team coordination, accountability, and continuous improvement across the firm's production environment.

Success in this role requires initiative, sound judgment, problem solving, and a strong bias toward action. This is a role for someone who sees what needs attention and steps in.

Requirements

Key Responsibilities

• Provide operational and executive support to leadership, including contract/proposal coordination, scheduling, and special project support.

• Reduce administrative burden on billable professionals and contribute to an exceptional client experience through organized, responsive execution.

• Coordinate workflows across recurring accounting and advisory engagements to support timely, high-quality client delivery.

• Improve processes, documentation, and effective use of the firm's technology stack and automation tools to increase efficiency, consistency, and team effectiveness.

• Manage project flow, priorities, team capacity, and deadlines; identify bottlenecks and help keep work moving.

• Support accountability and operating rhythms through workflow tracking, internal coordination, meetings, and follow-up.

• Track and report key operational metrics, providing visibility into capacity, utilization, and delivery performance.

• Help drive firm simplification, operational discipline and continuous improvement.

Experience & Qualifications

• Bachelor's degree in a relevant field preferred; equivalent practical experience may substitute.

• 5+ years in operations, project coordination, practice management, or similar professional services environment.

• Demonstrated initiative, resourcefulness, and ownership mindset.

• Proven problem solver with a "figure it out" approach.

• Strong project management and workflow coordination skills.

• Experience with practice management and cloud-based business tools.

• Familiarity with process improvement and operational metrics.

• Strong technology aptitude, including comfort with business applications, workflow tools, and adopting new technologies.

• Working familiarity with accounting or professional services environments preferred.

Benefits