We're hiring a motivated internally facing Business Analyst to learn how CompassX actually runs — across Consulting Operations, Sales, Talent, and more — by getting hands-on with the work itself, then using that ground-level view to identify what's inefficient, recommend a better way, and build it.
This isn't a role where you sit outside the work and hand off recommendations to someone else. You'll learn our processes from the inside, spot where they break down, bring forward a clear fix, and then help make it real. As a small firm, you'll get exposure across nearly every function — no task is too small or too big. It's a high-visibility role with direct exposure to firm leadership from day one.
What You'll Do
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Support sales outreach and marketing campaigns, including list building, campaign coordination, high-volume outreach, follow-up tracking, and CRM maintenance.
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Get hands-on across teams to understand how work moves, where processes break down, and what needs to improve.
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Diagnose root causes and bring forward clear, practical recommendations, not just temporary fixes.
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Build, implement, and own processes from start to finish, including documentation, execution, and ongoing improvement.
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Use CRM, spreadsheets, and lightweight automation/AI tools, such as Zapier, Make, Claude, Gemini, and Google Apps Script, to reduce manual effort and improve consistency.
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Take ownership of recurring operational and administrative tasks, completing repetitive work accurately while looking for opportunities to streamline it.
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Partner with leadership and team leads to clarify priorities, communicate progress, and turn ideas into working improvements.
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Document key workflows so processes and institutional knowledge don’t live only in one person’s head.
What You'll Bring
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2–6+ years of experience in sales operations, sales enablement, business operations, business analysis, marketing operations, or a similar hands-on role.
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Experience supporting sales outreach, ideally through campaigns or high-volume prospecting, with strong attention to targeting, organization, and follow-through.
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Marketing experience, such as campaign execution, audience research, contact list management, content coordination, or performance tracking.
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A track record of building and owning a process, not just recommending changes, but implementing them and staying accountable for how they work.
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Technical aptitude and comfort using or quickly learning CRM systems, spreadsheets, and lightweight automation/AI tools.
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A consulting mindset: you ask thoughtful questions, diagnose root causes, organize ambiguous information, and recommend practical solutions.
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Grit and follow-through. You’re willing to perform repetitive, detail-heavy work reliably, even as you look for ways to make it better.
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Excellent written and verbal communication, with the polish to represent CompassX professionally and work confidently with leadership and colleagues.
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Strong organization, attention to detail, and the initiative to move work forward independently.
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Comfort with ambiguity, shifting priorities, and learning new tools or approaches.
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No ego about the work. You bring the same care to basic administrative tasks as you do to high-visibility improvements.
Why CompassX
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A front-row seat to how a consulting firm builds its sales and operations processes from the ground up. You'll help shape them, not just execute someone else's playbook.
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Direct, regular access to firm leadership and real ownership over a function they depend on.
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Exposure across Sales, Consulting Operations, Talent, and more, with opportunities to learn how the business works.
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The opportunity to turn your ideas into practical improvements and see the impact of your work.