Executive Operations Manager at Optima Office

San Diego, California, United States -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

120000.0

Posted On

26 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Operations Management, Strategic Execution, Project Management, Process Improvement, Underwriting Coordination, Distributor Coordination, Training Coordination, Documentation Management, Vendor Management, Executive Partnership, Workflow Development, Operational Leadership, Judgment, Microsoft Office, Scaling, Agreement Review

Industry

Business Consulting and Services

Description

Description Our client based in San Diego, CA is seeking an Executive Operations Manager to be the right-hand to the CEO/Founder. This is a newly created role and an exciting opportunity to make a significant impact on a growing business. This is an on-site, full-time position. Position Overview The Executive Operations Manager will work directly with the Founder to translate vision into structured execution. This individual will help structure operational infrastructure, coordinate underwriting and distributor activity, and drive forward key initiatives that enable scale. This role requires operational leadership, ownership, and strong judgment. It requires close collaboration with the CEO and comfort operating in an evolving, growth-stage environment. Insurance agency experience preferred. Key Responsibilities Founder Partnership & Strategic Execution • Translate strategic goals into actionable project plans • Drive execution of key initiatives with minimal direction • Anticipate operational needs and proactively move priorities forward • Provide structured updates and progress tracking Operational Infrastructure & Scaling • Develop scalable workflows for insurance underwriting coordination (15–25 cases simultaneously) • Build documentation standards and internal operational procedures • Identify bottlenecks and implement process improvements Distributor & Training Coordination • Coordinate independent distributors • Plan and execute training workshops and strategic meetings • Manage logistics, scheduling, and materials preparation Agreements & Documentation • Review agreements for completeness and operational alignment (non-legal review) • Update and maintain internal collateral and documentation • Support documentation practices aligned with regulatory and partner requirements Vendor & Project Management • Coordinate with external marketing and website vendors • Manage timelines and deliverables for collateral development • Oversee cross-functional initiatives to ensure timely execution Requirements Bachelor's degree in Business Administration, or related 5+ years in operations, executive operations, or executive- facing leadership roles 3+ experience in insurance, insurance sales, or regulated industries preferred Demonstrated ability to structure and improve operational systems in growing environments Strong project management and execution skills Comfortable reviewing structured agreements and documentation High ownership mindset with strong independent judgment Advanced proficiency in Microsoft Office Must be able to work on-site

Responsibilities

The Executive Operations Manager will partner directly with the Founder to translate strategic vision into structured execution, focusing on building operational infrastructure and driving key initiatives to enable business scale. Key duties include coordinating insurance underwriting and distributor activities, developing scalable workflows, and managing documentation standards and training coordination.