Operations Analyst II Job at PTR Global, San Francisco, CA

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  • PTR Global
  • San Francisco, CA

Job Description

Job Description:


  • The Onboarding Operations team is focused on seamlessly producing onboarding enablement events from end to end.


  • Client creates high impact, exciting, and flawlessly executed experiences that inspire everyone they touch.


  • Client focus on how to standardize the way client organize, manage and produce events and programs including enrollment, invite and event management, materials and logistics and communications.


  • Everyone at client looks forward to attending an event or program produced by client team!


  • The focus of this role is to standardize and centralize the end-to-end registration, enrollment, and attendance tracking processes.


  • Candidates will be a part of high-impact programs and experiences while streamlining manual processes and eliminating inefficiencies.

Responsibilities:



  • Perform complex and time-sensitive registration processes for client Onboarding programs including scheduling training dates, organizing and monitoring logistics, and answering heavy flow of inquiries from internal client employees through email and Slack.


  • Assign and create all Enablement Events and assign courses to each cohort.


  • Manage all communications to virtual and remote employees within each individual hub using Marketing Cloud and Slack.


  • Manage all collateral and calendaring docs.


  • Assist in solving problems that are manual and inefficient by using client and other technology platforms.


  • Keep others appraised of and involved in work by communicating status of tasks to project leads and team members, coordinating work cross-functionally, and influencing peers, project leaders and/or managers.


  • Deliver high quality work in a fast-paced, dynamic work environment by managing time and effort across activities, executing processes that may not have defined procedures, taking initiative to complete unanticipated or ad hoc tasks, and delivering work according to deadlines.


  • Assist team with daily operations, including setting up training space with materials for in-person or virtual classes, greeting attendees, managing AV/tech issues, and providing concierge level of service to new hires.

Desired Skills/Experience:



  • Office-Based: Employees live within 40 miles of an office and is expected to be in the office 3 to 4 days a week based on job role/function to organize in person training.


  • Experience and working knowledge of spreadsheet tools such as Excel or Google sheets.


  • Experience with data entry, data scrubbing, formatting data to fit templates, vlookups, and pivot tables.


  • Good presentation and verbal communication skills


  • Strong written communication and listening skills


  • Systematic approach to problem solving


  • Strong organizational and planning skills


  • Program/project management or coordination a plus


  • Ability to work independently under general direction


  • Ability to multi-task and open to taking on a variety of different types of tasks


  • Ability to lift up to 40 lbs


  • Strong curiosity to learn, understand, and apply new technologies and systematic approaches (leveraging client technology stack with a particular focus on Reports and Dashboards).


  • Experience with the client application including dashboards and reporting tools in a business or academic environment highly preferred.


  • Highly organized and lightning-fast learner with ability to understand complex systems and processes across numerous programs that operate differently.

Leadership Qualities:



  • PASSION: Passionate about Customer Success


  • BEGINNERS MIND: Always learning; approaches each interaction with open mind; great listener and hands-on


  • LEADERSHIP: Self-aware and strategic thinker; proficient at building strong relationships and managing personnel


  • COMMUNICATOR: Speaks and writes with clarity, brevity, and purpose; explains area of expertise clearly and confidently


  • to others; influences and engages C-Level with authority and confidence


  • TEAM PLAYER: Proficient at collaboration and working with members of a team


  • URGENCY: Ability to move fast and drive business value and results


  • OHANA: Embodies Aloha culture; a team player that everyone enjoys working with and has a generous heart


  • TRUST: Trusts the company’s core values; shows integrity, transparency, and reliability


  • ADAPTABLE: Excels in high levels of uncertainty and change


  • COMMUNITY CHAMPION: Leads internal initiatives; actively contributes to the Field and Community knowledge and resource base

Pay Range: $25 - $32

The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.

Job Tags

Full time, Work at office, Remote work, 3 days per week,

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