Business Operations and Technology Manager

Reports to: Executive Leadership

Position Summary

The Business Operations and Technology Manager improves how the organization communicates, operates, and uses technology. This role evaluates workflows, develops standard operating procedures, connects systems, and builds automations that reduce repetitive work across departments.

The ideal candidate is organized, resourceful, and comfortable working with employees and executives alike. Success requires strong judgment, discretion, and the ability to turn ideas into practical improvements that save time and improve consistency.

Key Responsibilities

Business Operations & Process Improvement

• Map core workflows to identify bottlenecks, handoff gaps, and duplicated effort.
• Develop, document, and maintain policies, procedures, and standard operating procedures (SOPs).
• Establish clear process ownership, inputs, outputs, and turnaround expectations.
• Improve consistency across departments and business entities.
• Serve as a resource for employees and leadership on internal processes.

Communication & Knowledge Management

• Evaluate information flow across email, Teams, meetings, and shared drives.
• Establish clear guidelines for communication, decision documentation, and updates.
• Build and maintain a centralized SharePoint hub for company knowledge, policies, and announcements.
• Improve company-wide communications, meeting cadence, and reporting.

Systems & Technology

• Inventory software platforms, including costs, ownership, usage, and overlapping functionality.
• Evaluate vendors and lead technology selection, consolidation, and implementation.
• Support Microsoft 365 and business applications, including accounting, property management, and construction management software.
• Integrate systems to improve data flow and reduce manual entry.
• Coordinate with internal and external IT resources to resolve issues and implement improvements.

Automation & AI

• Identify opportunities to automate repetitive, manual, and error-prone tasks.
• Design, build, and maintain workflows using Power Automate and other low-code tools.
• Evaluate and responsibly introduce AI tools, including Microsoft Copilot and Claude, where they provide measurable value.
• Track time and cost savings and report results to leadership.

Project & Change Management

• Lead cross-functional initiatives, establish timelines, coordinate participants, and track progress.
• Support adoption through clear communication, training materials, and employee assistance.
• Partner with department leaders to prioritize immediate needs and long-term improvements.
• Provide leadership with regular project updates.

Leadership Support & Collaboration

• Support executive leadership on priority operational initiatives.
• Build relationships across departments and promote accountability.
• Handle confidential employee, financial, and business information with discretion.
• Represent the organization professionally with employees, vendors, clients, and external partners.

Required Qualifications

• 5 years of progressive experience in business operations, business systems, process improvement, or project management.
• Proven experience leading organization-wide process or systems improvements from planning through implementation.
• Hands-on experience building automations or workflows, ideally using Power Automate or a comparable platform.
• Experience developing and implementing SOPs, policies, and internal processes.
• Strong communication skills and the ability to influence stakeholders at all organizational levels.
• Ability to manage competing priorities independently and follow through on commitments.
• Bachelor’s degree in Business Administration, Operations Management, Information Systems, or a related field, or an equivalent combination of education and experience.

Preferred Qualifications

• Experience in commercial real estate, construction, development, property management, or a related industry.
• Experience supporting multiple departments or business entities.
• Project management coursework, certification such as PMP, or extensive practical experience.
• Experience applying AI tools to business workflows.
• Exposure to HR, payroll, accounting, or other corporate administrative functions.
• Experience supporting senior executives or company leadership.

Software & Technology

Required

• Microsoft 365, including SharePoint, Teams, Word, Excel, PowerPoint, and Outlook.
• Power Automate or a comparable automation platform.
• Project management or workflow software, such as Microsoft Project.
• Ability to quickly learn and administer business-specific platforms.

Preferred

• Document and electronic file management systems.
• CRM, accounting, property management, or construction management software.
• Familiarity with APIs or scripting to extend low-code tools.

Core Competencies

• Systems thinking: Understand how people, processes, and technology connect.
• Practical execution: Turn ideas into working solutions.
• Operational excellence: Create clear, consistent, and efficient processes.
• Change leadership: Build trust and help employees adopt improvements.
• Organization and follow-through: Manage priorities and deliver on commitments.
• Judgment and discretion: Handle sensitive information with maturity.
• Data-driven decision-making: Measure results and use evidence to prioritize improvements.

Success in This Role

First 30 Days

• Meet with departments to understand priorities and challenges.
• Assess communications, technology platforms, and core workflows.
• Identify the most significant opportunities for improvement.

First 60 Days

• Present a prioritized operations and automation roadmap.
• Deliver two or three initial process or technology improvements.

First 90 Days

• Launch a centralized SharePoint knowledge hub.
• Document priority processes and establish ownership.
• Implement initial automations.

First-Year Measures

• Hours of manual work saved through automation.
• Reduced software overlap and spending.
• Documented processes with clear ownership and regular reviews.
• Faster onboarding, approvals, invoice processing, and other key workflows.
• Timely completion of cross-functional initiatives.
• Improved employee satisfaction with internal communication and tools.