Circuit - Business Operations Associate

About Circuit

Circuit is a collaborative network of 80 credit unions and CUSO Owners created to help credit unions compete, grow, and advance innovation. Circuit moves ideas from concept to scale faster through shared research and development, strategic partnerships, and emerging technology, turning collective strength into competitive advantage. By enabling collaboration and shared investment, Circuit accelerates innovation, drives real-world industry impact, and lessens the risks of going it alone.

Position Overview

Circuit is seeking a highly organized and proactive Business Operations Associate to provide cross-functional support, with a primary focus on operations and executive leadership. This role is essential for keeping things moving by supporting operations and owners’ needs, including calendaring, events, invoicing, and ensuring the executive team has the administrative support they need to focus on strategic priorities.

This position is ideal for someone who thrives in a support role, takes pride in being reliable and confidential, and is energized by streamlining others' work and making it more efficient. The scope of this role is intentionally broad because no two days will be the same, and the best candidate will embrace the organization's ever-changing needs and priorities. If you enjoy being proactive, prepared, and able to move at a fast pace while keeping everything organized and remaining calm under pressure, this is a great opportunity for you. Above all, the individual must embody our core values in everything they do, which include collaboration fuels progress, make it happen, positive impact, stay curious, and trust is our currency.

Key Responsibilities

General Operational Support

• Support business development and prospect activities, including preparing Private Placement Memoranda (PPMs), tracking status and touchpoints, scheduling meetings, and responding to due diligence requests
• Track owner renewals and provide reporting to support the COO 
• Process and track invoices across the ops team, including sponsor agreements, event expenses, coordinating approvals and finance handoffs 
• Maintain organized records, files, and tracking systems to support the ops team's work
• Assist with ad hoc projects and requests 
• Identify and flag process gaps or opportunities to improve efficiency
• Support travel coordination and expense report processing for the COO and executive team, ensuring timely submission and accurate record-keeping
• Track and manage contract and agreement renewal dates, flagging upcoming deadlines and coordinating follow-through with relevant team members
• Manage calendar coordination and scheduling support at the executive and board level

Owner & Executive Communications

• Draft and send owner 1:1 communication at the direction of the CEO, COO, CSO, Owner Engagement Manager, and VP, Owner & Sponsor Relations
• Serve as a reliable point of contact for owner inquiries and requests, routing and following up as appropriate
• Monitor general mailboxes, web submissions, and the Circuit phone line, triaging and responding as appropriate
• Assist with document preparation, formatting, and proofreading, ensuring materials are polished and accurate

Owner Engagement & Meeting Support

• Support scheduling for owner engagement touchpoints, including outreach, check-ins, and relationship visits
• Support the planning and execution of the owner meetings
• Assist with owner satisfaction and value survey administration, including distribution, tracking responses, and organizing results
• Assist with tracking owner engagement activities and reporting of engagement metrics 

Board Support

• Support board outreach at the direction of the CEO
• Support the executive team with board preparation and materials as requested

Qualifications

• 3+ years of experience in an administrative, operations, or executive support role preferred; a bachelor's degree in business or a related field may be considered in place of experience
• Exceptional organizational skills and attention to detail 
• Strong written and verbal communication skills; comfortable drafting professional correspondence
• Discretion and good judgment in handling sensitive information and executive-level communications
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Ability to manage multiple priorities simultaneously in a fast-paced, remote environment
• Self-directed and dependable 
• Embraces emerging tools and technology, including AI assistants, as a way to work smarter for yourself and the team
• Experience supporting C-suite executives or board-level operations is a plus
• Familiarity with business development processes and operations (invoicing, renewals) a plus
• Experience with Google Workspace, HubSpot (or similar CRM), and Asana a plus
• Experience in the financial services industry is a plus  
• Some travel required for Owner and team meetings