
Client Operations Specialist
2 days ago
We are seeking a highly organized and detail-oriented individual to fill the role of Client Operations Analyst.
This position plays a vital role in ensuring the successful launch and rollout of our AgeTech solutions.
As a key member of our team, you will be responsible for tracking client program progress, setting up and configuring client program portals, and summarizing performance insights.
You will also be responsible for maintaining accurate inventory records, updating CRM systems, and conducting research to support internal processes.
If you have experience in operations, administration, or client coordination, and possess excellent communication skills, we encourage you to apply.
- Main Responsibilities:
- Track client program progress using backend data, including evaluations, pilots, and engagement metrics.
- Set up and configure client program portals, accounts, and test environments ahead of launches.
- Summarize performance insights to highlight trends and opportunities for improvement.
- Prepare materials for internal meetings and client updates.
- Communicate with clients via email about shipment updates, schedules, and meeting coordination.
- Help organize calendars and ensure smooth collaboration across teams.
- Operations & Administration:
- Prepare and organize shipping documents and waybills for both incoming and outgoing shipments.
- Maintain accurate and up-to-date inventory records to ensure clear visibility for the team.
- Maintain accurate client and deal data in CRMs such as Pipedrive and Custify.
- Keep internal spreadsheets and tracking tools tidy and current.
- Conduct small-scale research to support internal processes and cross-team initiatives.
- Carry out other research tasks as needed to help with company operations.
- You're detail-oriented, organized, and love bringing order to complex processes.
- You have experience in operations, administration, or client coordination.
- You're comfortable juggling multiple priorities in a fast-moving environment.
- You communicate clearly and know how to make information easy to understand.
- You're curious and proactive, always looking for ways to improve processes.
- You're proficient in Microsoft Office suite, with strong skills in Excel.
- Have experience with CRM systems like Pipedrive or Custify.
- Understand AgeTech, healthtech, or IoT products.
We are an inclusive and accessible workplace, committed to creating a fair and positive hiring experience for all candidates. If you require accommodation during the hiring process, please let us know and we will work with you to ensure a smooth experience.
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