Head of Operations

A. Company Overview

Founded in 2012,
Occams Advisory
is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions.
Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine's Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune's inaugural list of the 300 Most Innovative Companies.

Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients.

B. About Your Role

We are looking for a Head of Operations to join our Operations Department. In this role, you will partner with the Chief Operating Officer to build and run the operating backbone of the company. You will combine strategic planning with hands-on ownership of processes, tools, systems, and data—ensuring work flows smoothly across teams and that execution is consistent, efficient, and well-documented. Your contribution will directly support organizational scalability, operational excellence, and long-term business success.

If you're passionate about driving operational efficiency, building strong internal systems, and creating high-impact processes that support company-wide performance, and if you thrive in a fast-paced, collaborative, and growth-focused environment where innovation, teamwork, and continuous learning drive success, we'd love to hear from you

The ideal candidate is proactive, adaptable, analytical, detail-oriented, and a strong problem-solver—someone who takes initiative, embraces challenges, and is eager to contribute to a culture of excellence and impact.

C. Key Responsibilities

• Design and run a structured weekly and monthly operating cadence with clear agendas, KPIs, action items and owners.
• Translate strategic priorities into execution roadmaps with timelines, milestones and measurable outcomes.
• Map and improve end to end processes across client and internal journeys, including intake, documentation, fulfilment, billing, collections and reporting.
• Build and maintain a central library of SOPs, checklists and workflow diagrams with ownership and version control.
• Support implementation of OKRs or similar frameworks, ensuring clear responsibilities and non-overlapping ownership.
• Take ownership of the productivity and collaboration stack, including advanced use of Microsoft 365, admin centers, Teams, SharePoint and OneDrive, along with access and permission structures.
• Oversee day to day operational tools such as Calendly, Zoom and similar platforms, ensuring they are configured correctly and used consistently.
• Lead setup, reconfiguration and migration of CRMs or similar core systems, covering requirements gathering, configuration, data mapping, cut over and post go live stabilization.
• Use large language model tools in daily work for documentation, analysis, drafting and internal knowledge management.
• Design and deploy no code automations using platforms such as Zapier, Make or similar tools to connect systems and reduce manual work.
• Lead or supervise the build of internal tools and workflows on no code or low code platforms such as Bubble, GoHighLevel or comparable solutions.
• Build simple, reliable dashboards and recurring reports that give leadership visibility into volume, performance, risks and trends.
• Own SaaS and tool governance for operations, including selection, onboarding, renewals, decommissioning, access control and cost optimization.
• Lead vendor relationships where operations is the primary owner, including contracts, service levels and performance reviews.
• Build and manage a small operations team over time, including hiring, onboarding, coaching and performance management.

D. Required Qualifications & Experience

Education

• Master's/Bachelor's degree in Business Administration, Operations Management, Engineering, Finance, Information Systems, or a related field.
• Professional certifications such as PMP, Lean Six Sigma, Scrum Master, or Process Improvement are an added advantage.
• Additional training or certifications in Microsoft 365 administration, CRM systems, no-code/low-code tools, or automation platforms is highly desirable.

Experience

• 8 to 12 years of experience in operations, program management or a related field.
• At least 4 years in a senior operation, head of operations or equivalent leadership role.
• Experience working in multi team environments such as financial services, consulting, technology or similar sectors.

Essential technical skills

• Proven track record of implementing or migrating at least one CRM or core business system end to end.
• Strong hands-on experience with Microsoft 365, including use of admin centers and management of users, groups and access policies.
• Practical exposure to no code tools and automation platforms such as Zapier, Make, Bubble, GoHighLevel or similar.
• Regular use of AI and large language model-based tools in a professional context.
• Strong command of Excel and comfort with data, reporting and business metrics. Knowledge of SQL or Python is an advantage.
• Excellent written and verbal communication skills, including clear updates, documentation and SOPs.
• Self-motivated, structured and comfortable working directly with senior leadership and managing multiple parallel workstreams.

Essential Personal Attributes

• Strong systems thinker who looks for patterns, root causes and repeatable solutions instead of one-time fixes.
• High ownership mindset with a clear bias toward closure and follow through on complex, multi-step work.
• Comfortable holding senior stakeholders accountable while keeping communication calm, respectful and factual.
• Able to move easily between strategy and detail, and willing to work directly inside tools and processes when needed.
• Confident decision maker under ambiguity, with sound judgment on when to escalate or involve others.
• Structured and organized in personal work habits, with good use of checklists, documentation and planning.
• Strong coaching orientation, able to raise the performance of operations team members through feedback and support.
• Resilient under pressure, maintaining composure and clarity during high volume or high stakes periods.
• High integrity and discretion, especially when dealing with confidential, financial or people related information.

E. Benefits & Perks

• Health Insurance
  for you and your dependents including parents
• Provident Fund
• 3 % Fixed CTC
  Budget for Learning Opportunities
• Market Leading
  Leave Policy
• Paid Holidays
  per Calendar Year
• Employee Recognition & Rewards
• One of the best cultures of benevolent meritocracy

F. Job Details

• Title
  : Head of Operations
• Annual Compensation:
  As per industry standards
• Work Schedule
  : Office/Hybrid
• Nature
  : Full time
• Shift
  : UK/US Shift
• Location
  : Mumbai, Maharashtra
  [Occasional travel within India and internationally may be required for leadership meetings, vendor visits or project work.]

Additional Application Requirement

Please include a short note describing:

• One CRM or core system you have implemented or migrated end-to-end.
• One example where you used automation, AI, or a no-code tool to improve an operational process.