Operations Specialist

OPERATIONS SPECIALIST

The role:
You will work with Cadre AI, an AI strategy and integration firm that partners deeply with organizations to transform workflows, streamline operations, and deliver measurable business outcomes. The company operates at the intersection of strategy, engineering, and adoption, ensuring AI delivers real, lasting impact for the B2B companies it serves.

Position: Operations Specialist (Full-Time | Remote)
Seeking an Operations Specialist to act as the operational engine of a delivery pod, working directly with the Director of AI Strategy and alongside a team of Ops Specialists to keep all client engagements running with precision.

You will own the operational rhythm of the pod, including daily syncs, weekly planning, retros, and client communication. You will maintain full visibility into team workload, proactively identifying blockers, delays, and risks before they become client-facing issues.

This role is ideal for someone who thrives on organization, structure, and execution, and takes pride in running highly efficient operations without needing direction.

Responsibilities:

Onboard New Clients and Maintain Client Records.

- Coordinate new client onboarding by scheduling kickoff calls with pod members and ensuring a smooth handoff from the Sales team.

- Build out ClickUp infrastructure before onboarding calls: client folders, tasks, milestones, timelines, and client-facing naming conventions.

- Establish project foundations with dates set, assignees confirmed, and milestones visible in the client portal from day one.

- Maintain up-to-date client records in Cadre One throughout the engagement, including stakeholder updates and client sentiment tracking.

Run the Pod’s Operational Rhythm

- Lead daily syncs, weekly planning sessions, and retros, setting agendas and ensuring clear outputs and documented action items.

- Own the weekly planning process, ensuring all client work is scoped, assigned, and in an active sprint b...