Operations Intelligence Manager (New York City Based)

Operations Intelligence Manager

Chartis is looking for an Operations Intelligence Manager. This is a critical, hands-on role combining the functions of a BI analyst and a project manager working directly with one of our clients. This role is focused on our client's internal business and growth team performance, and the right person will be a highly organized, analytical, and detail-oriented individual to ensure data-driven decision-making across Marketing, Creative, Partner Recruiting, Partner Onboarding, Partner Success, and Business Operations functions. You will liaise across the client's team to track operational metrics to include campaign and event delivery and performance, creative production, project timelines, sales goals, budget usage, and print volumes. This includes ensuring required information—such as marketing event reports, sales reports, and delivery milestones—is captured accurately, consistently, and on time. You will be relied upon to develop and manage the delivery of recurring reports to summarize program performance, operational efficiency, and business impact.

The ideal candidate will be a strong communicator with a process-improvement mindset, capable of identifying bottlenecks, improving data-entry practices, and using business performance data to tell a compelling story. They are a great analytics translator for business stakeholders and are an especially strong systems thinker.

To be clear: this role reports to our client's head of business operations and is specifically responsible for helping the organization understand how the business is functioning operationally; this role IS NOT someone who receives analytics requests and builds dashboards for everyone.

There are very specific needs at the moment for this position, and they are listed in detail below. This list is essentially the onboarding brief the candidate would receive in their first week if selected for the position.

As these priorities are executed and reporting capabilities are strengthened, this person will own coordination and production of weekly operational reporting, monthly business reviews, and quarterly operational/business reviews.

What You Will Do (in priority order)

• Marketing Campaign & Event Reporting Support Objective: Establish scalable operational reporting frameworks and business review processes for marketing campaigns and events, ensuring consistent visibility into performance, outcomes, operational impact, and organizational learnings.
• Coordinate recurring campaign and event reporting processes across Marketing, Product Analytics, Operations, and Events teams.
• Develop standardized reporting frameworks, templates, and operational review processes for:
• Marketing campaigns
• Institutional activations
• Visitor engagement initiatives
• Conferences and industry events
• Internal operational events/programs
• Partner with Marketing leadership to:
• Consolidate campaign readouts
• Standardize KPI presentation
• Improve reporting consistency
• Ensure actionable insights are surfaced to leadership
• Build systems and processes that enable event managers and stakeholders to:
• Track event goals and outcomes
• Maintain reporting compliance
• Capture operational learnings
• Measure effectiveness consistently across events and regions
• Coordinate weekly, monthly, and quarterly reporting inputs related to campaigns and events.
• Identify opportunities to improve reporting efficiency, visibility, and organizational learning across marketing and event operations.

• Partner Lifecycle Analytics Support Objective: Provide operational oversight, reporting governance, and strategic coordination for partner lifecycle analytics and Salesforce reporting infrastructure across Sales, Onboarding, Partner Success, and Operations teams.
• Serve as the primary operational stakeholder for partner lifecycle reporting and Salesforce analytics workflows.
• Partner with Salesforce agencies, internal stakeholders, and leadership teams to:
• Define reporting priorities
• Shape dashboard requirements
• Improve KPI visibility
• Standardize operational metrics
• Ensure reporting aligns with business and operational goals
• Coordinate the development and evolution of dashboards, lifecycle reporting, and operational analytics tools supporting:
• Sales pipeline visibility
• Onboarding progression
• Launch forecasting
• Partner engagement
• Operational capacity planning
• Retention and lifecycle health
• Translate operational needs into actionable reporting requirements for external vendors and technical teams.
• Ensure reporting systems are actionable, trusted, operationally useful, and consistently adopted across teams.
• Identify reporting gaps, workflow inefficiencies, and opportunities for improved operational visibility across the partner lifecycle.
• Support leadership business reviews by synthesizing lifecycle insights, operational trends, and forecasting outputs into executive-ready reporting.

• Creative Operations Reporting
• Objective: Provide operational oversight, reporting coordination, and strategic analysis for creative production workflows, utilization tracking, and resource planning across internal teams and external creative partners.
• Partner with internal creative stakeholders and external creative agencies to establish reporting frameworks for:
• Team utilization
• Project throughput
• Delivery timelines
• Workload distribution
• Revision cycles
• Production capacity
• Define reporting requirements and operational KPIs that improve visibility into:
• Creative demand
• Resource allocation
• Forecasting
• Bottlenecks
• Scaling needs
• Coordinate recurring reporting processes and ensure consistency, accuracy, and operational usefulness of agency-provided utilization and production reporting.
• Synthesize reporting outputs into actionable operational insights for leadership, including staffing considerations, vendor utilization, and process improvements.
• Develop internal operational analyses and forecasting models using reporting and organizational data inputs from Oliver Agency.
• Support long-term planning and operational scaling decisions through capacity analysis and trend reporting.

• Print Operations Reporting
• Objective: Provide operational oversight, reporting governance, forecasting coordination, and analytical support for our client's global print ecosystem across internal print operations, external vendors, creative agencies, and partner-facing fulfillment programs.
• Partner with internal print operations teams, external vendors, and agency-based print managers to establish standardized reporting frameworks for:
• Print volume
• Spend
• Fulfillment timelines
• Vendor utilization
• Regional demand
• Shipping performance
• Production capacity
• Operational throughput
• Define operational KPIs and reporting requirements that support:
• Budget forecasting
• Capacity planning
• Vendor performance evaluation
• Operational scaling
• Service-level visibility
• Develop consolidated reporting and forecasting using data sourced from:
• Internal print shops
• Agency-managed print operations
• Outsourced print vendors
• Self-service storefront for our client's cultural partners
• Partner with print managers and operational stakeholders to identify:
• Workflow bottlenecks
• Fulfillment risks
• Reporting gaps
• Scaling constraints
• Opportunities for operational improvement
• Coordinate reporting inputs across distributed print vendors and operational stakeholders to ensure consistent, accurate, and actionable visibility into global print operations.
• Support leadership planning and budgeting processes through recurring reporting, trend analysis, and executive-ready operational summaries.
• Coordinate operational reporting for future self-service storefront initiatives, including:
• Order trends
• Regional demand forecasting
• Vendor allocation
• Fulfillment performance

Qualifications

• 3-5 years of experience in business intelligence, data analysis, marketing operations, sales operations, project coordination, business operations, or a related role.
• Strong analytical skills with proficiency in collecting, organizing, interpreting, and communicating data using spreadsheets, reports, dashboards, and business systems.
• Strong project management skills, including deadline tracking, cross-functional communication, and excellent attention to detail to ensure data accuracy.
• Exceptional written and verbal communication skills, with the ability to translate complex data into clear narratives for non-technical audiences, and a process-improvement mindset.

Preferred Qualifications

• Experience supporting cross-functional business operations, strategy, revenue operations, partner operations, customer success, onboarding, marketing, or