Senior Client Operations Specialist
2 days ago
We are seeking a detail-oriented professional to fill the role of Client Operations Specialist.
Key Responsibilities:- Client Support & Reporting
- 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 Management
- 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 CRM systems.
- 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.
- Conduct small-scale research to support internal processes and cross-team initiatives.
- Keep internal spreadsheets and tracking tools tidy and current.
- Maintain accurate client and deal data in CRM systems.
- Maintain accurate and up-to-date inventory records to ensure clear visibility for the team.
- Prepare and organize shipping documents and waybills for both incoming and outgoing shipments.
- Communicate with clients via email about shipment updates, schedules, and meeting coordination.
- Prepare materials for internal meetings and client updates.
- Requirements & Qualifications
- 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.
- You're curious and proactive, always looking for ways to improve processes.
- You communicate clearly and know how to make information easy to understand.
- You're comfortable juggling multiple priorities in a fast-moving environment.
- Bonus Points if You:
- Have experience with CRM systems.
- Understand AgeTech products.
- Have experience with CRM systems.
- You have experience in operations, administration, or client coordination.
- You're detail-oriented, organized, and love bringing order to complex processes.
- Summarize performance insights to highlight trends and opportunities for improvement.
- Set up and configure client program portals, accounts, and test environments ahead of launches.
- Track client program progress using backend data, including evaluations, pilots, and engagement metrics.
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