Operations and Automation Associate

Apex Group


 Holtara is a fast-growing force in the global ESG and sustainability landscape. We've achieved impressive growth over the past few years, and that momentum continues. Our team is international, with approximately 150 passionate individuals from the Netherlands, United Kingdom, United States, India, Spain, and South Africa. Backed by the global Apex Group, which has over 13,000 professionals and $3 trillion in assets serviced, we have the resources and expertise to make a significant impact on the world.
Our Operations Team: This team is dedicated to building and maintaining the technological foundation that empowers both internal teams and our clients. They focus on implementing efficient processes to create a smooth client journey, allowing the company to scale at its ambitious pace.
What we look for
Do you possess a passion for operational excellence and a desire to contribute to a seamless client onboarding experience? Are you a detail-oriented self-starter who enjoys tackling complex tasks and keeping multiple projects on track? If so, then the Client Operations Specialist role offers an opportunity to leverage your meticulous attention to detail and exceptional organizational skills within a dynamic environment!
The Client Operations Specialist plays a pivotal role in orchestrating a smooth and efficient client onboarding experience. As a key member of the Operations team, you will be responsible for managing and organizing incoming client requests, ensuring a timely and professional response. You will also play a central role in coordinating with various internal teams to streamline the client onboarding process.
  • Design, develop, and implement automated solutions using various low-code tools.
  • Model and manage relational databases:
    • Analyze and assess existing database structures for efficiency and future-proofing capabilities.
    • Identify opportunities for optimization in terms of data entry guidelines, automation, and integrations.
    • Update and maintain databases while implementing data quality control measures.
  • Develop dashboards to visualize and communicate key data insights.
  • Collaborate with cross-functional teams to analyze and assess business processes.
  • Establish and monitor key performance indicators to measure the effectiveness of implemented solutions.
  • Create and maintain documentation for automated processes, workflows, and data models.
  • Provide ongoing support and troubleshooting for automated processes.
  • Stay up-to-date with emerging automation technologies and data management best practices, proactively seeking out opportunities to optimize processes.
  • 3-5 years of experience [MG3] in business operations, process automation, data management, or a related field.
  • Bachelor's or Master's degree in information management systems, operations management, business, data science, or a related field.
  • Strong knowledge of automation tools such as VBA, Power BI, Airtable, or equivalent.
  • Experience working with relational databases (e.g., SQL Server, MySQL) and project management software.
  • Stakeholder management capabilities to develop ideas, identify opportunities, and resolve conflicts.
  • Exceptional analytical, problem-solving, business acumen and communication skills.
  • A growth mindset and agile approach to problem-solving.
  • Passion for sustainability and impact.

This job is closed.