Remote Operations Coordinator

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Job Title: Remote Operations Coordinator (100% Work From Home)

Location: Remote from Latin America

Position Type: Full-time

Salary: $2,000 USD/month + 10% annual bonus based on performance

Schedule: Monday to Friday, 8:00am to 5:00pm Central Time

Job Overview:

Our client is an elite consulting firm providing comprehensive benefits compliance solutions and support to employee benefits agencies. They empower group health insurance brokers in the US by leveraging compliance tools, knowledge, and expertise to drive business growth. Their mission is to fundamentally change how benefits agencies approach benefits compliance.

Our Client's Culture:

Our client is characterized by being small, successful, excellent, and driven, with a commitment to hiring only top-tier professionals.
? This means they value working with highly intelligent peers.
? They seek individuals who are self-motivated and set personal goals.
? They prefer team members who are independent and don't require constant supervision.
? They are looking for smart, energetic, curious, passionate individuals who thrive on challenges and are eager for significant professional growth.

As their company continues to grow, they are seeking a dedicated Operations Coordinator to join their team and drive operational efficiency, effectiveness, and program scalability. This role will be crucial to our client's success by overseeing operational functions, developing and implementing policies and procedures, and ensuring effective new client onboarding and retention strategies. The Operations Coordinator will also play a key role in scaling their Compliance Advisory Program (CAP) and maintaining high levels of client satisfaction.

Responsibilities:

Administrative & Operational:
? Manage client contact and distribution lists (additions, terminations, changes) across all our client's platforms (HubSpot, Mail Chimp, publication platforms, their software, etc.).
? Coordinate and manage our client's communications (newsletters, alerts, bulletins) process: platform upload, QA, testing, and distribution.
? Manage, document, and report on our client's Compliance Advisory Program (CAP) contract utilization (questions, checkups, trainings, webinars, compliance documents).
? Manage our client's CAP client quarterly training process: communications, scheduling, documenting, and reporting.
? Manage the compliance document (Wrap and POP) process: intake, data entry, document generation, clarifications with the client, and distribution.
? Manage and maintain our client's shared drive: files, file naming conventions, audits, and improvements.
? Collaborate with our client's team members on platform and website updates: QA, upgrades/enhancements, functionality, and troubleshooting.
? Manage the entire our client's Content Library process: collateral files in the shared drive, creation and update tracking, platform upload, and maintenance.
? Monitor the email sharing platform (called Hiver) and troubleshoot any issues/questions.
? Coordinate with the billing department regarding client invoicing and billing issues.

Policy & Procedure Administration:
? From leadership direction, draft and manage our client's standard operating procedures (i.e., internal procedures for every CAP function).
? From leadership direction, create and manage process workflows via Teamwork and/or Slack.
? Educate our client's team on newly implemented internal procedures.
? Establish and execute a routine meeting process with our client's team to discuss and cross-collaborate on administration, operations, policy/procedures, development, etc.

New Client Onboarding:
? Trigger the new client onboarding workflow in Teamwork and manage throughout the entire onboarding process.
? Prepare new contracts and coordinate delivery/signature via Docusign and internal documentation.
? Document CAP client data points and contract deliverables in platforms and any applicable tracking sources.
? Coordinate with the new client and our client's billing for invoicing.
? Prepare for and coordinate onboarding meeting(s) between our client and client leadership (gather and document pertinent client information to develop our client's consulting interaction).
? Prepare for and coordinate our client's Welcome meeting between our client and new client team members (outline CAP services, how to utilize, best practices, etc.).
? Provide the new client with communications and/or event registrations pending as a result of onboarding completion.
? Create communications and necessary collateral to effectively execute new client onboarding.

Client Retention:
? Create and manage a routine client touchpoint process with client leadership/main contacts to foster strong client relationships.
? Address questions, concerns, and needs promptly, involving any necessary subject matter experts from our client as needed.
? Prepare and review client progress/stewardship reports.
? Track and analyze client engagement and proactively reach out to applicable team members at our client to address any concerns, gaps, etc., and work to resolve them.

Growth Scaling:
? Collaborate with our client's team and leadership to identify opportunities for company growth and expansion, including creating efficiencies, new resources/software, hiring top talent, and creating new SOPs and workflows.
? Research applicable industry news, trends, technologies, etc., to identify growth opportunities and solutions (including the use of AI) and create operational/administrative efficiencies.
? Assist in the development and implementation of scalable processes to accommodate an increasing client base.
? Continuously assess and improve program offerings to meet evolving client needs.

Project Support:
? Provide support to IT on projects as needed.
? Provide support to Marketing on projects as needed.

Qualifications, Skills and Key Competencies:
? Proven experience in an operations, administrative, or project coordination role, preferably within a professional services or consulting environment.
? Experience with CRM platforms (e.g., HubSpot), email marketing platforms (e.g., Mailchimp), and project management tools (e.g., Teamwork, Slack) is highly desirable.
? Familiarity with document management systems and online signature platforms (e.g., Docusign).
? Strong Organizational Skills: Ability to manage multiple tasks, prioritize effectively, and maintain organized records.
? Time Management: Excellent ability to meet deadlines and manage time efficiently.
? Attention to Detail: Meticulous and detail-oriented in all aspects of work.

Application Disclaimer: Please Read Before Proceeding

To ensure a fair and efficient hiring process, all applications must meet the mandatory requirements listed in the job description.

Voice/Video Recording is REQUIRED
Your application CANNOT be considered without a voice or video recording. It must be at least 30 seconds long and in English. Submissions in any other language or missing a recording will be automatically disqualified.

Mandatory Knockout Questions
Each application includes knockout questions designed to verify minimum qualifications required by the client. If you answer "NO" to any of these, you will be immediately disqualified from the hiring process for not having the experience requested for the role. Please note that the citizenship question is also a knockout if you answer "YES" as we are only able to hire Latin American talent based in Latin America.

Apply Wisely
To maintain fairness, please apply to no more than three jobs and only if you fully meet the listed qualifications. Applying to roles you don?t qualify for will not improve your chances and may affect future applications.

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We appreciate your interest and look forward to reviewing your application!

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