Client Operations Coordinator – NeuroNav

This is a fully remote position, open to applicants in California.

📋 Description

• Take ownership of and address client operations requests, including conducting provider searches.

• Generate and distribute quotes for potential families.

• Ensure contracts are precise and current.

• Review spending plans for accuracy and completeness.

• Provide recommendations on the service package that best meets each family’s requirements.

• Accurately submit invoices to Financial Management Services providers in a timely manner.

• Monitor invoice approval and payment status, following up as necessary.

• Educate and assist staff and providers regarding required documentation, including W-9s, agreements, and proof of service.

• Support families and Independent Facilitators with purchase requests as well as vendor and staff onboarding.

• Develop and enhance processes related to client transitions, provider onboarding, and invoicing.

• Assume responsibility for new client operations procedures.

• Maintain proactive communication with families, vendors, and FMS contacts.

• Engage in new projects, address operational gaps, and adapt to evolving client operations requirements.

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

• Background in operations, billing, contracts, accounts receivable/payable, or administrative coordination.

• Adaptable, resourceful mindset with comfort in ambiguity, shifting priorities, and rapid learning.

• Strong attention to detail with proficiency in math, spreadsheets, and reconciling figures.

• Experience in client-facing roles or customer service, managing multiple relationships simultaneously.

• Exceptional written and verbal communication skills.

• Must possess a computer, dependable high-speed internet, and a quiet workspace.

• Experience in building or refining processes is preferred.

• Familiarity with Google Workspace and/or Microsoft Office is preferred.

• Experience with a CRM or ticketing system, such as HubSpot, is preferred.

• Background in the developmental disability field or knowledge of California’s SDP and Regional Center system is preferred.

• Bilingual proficiency in Spanish is preferred.

• Must currently be eligible to work in the United States.

• Visa sponsorship inquiries indicate U.S. work authorization considerations.

🏝️ Benefits

• Remote-first work environment — the option to work from home.

• Health, vision, and dental insurance coverage.

• 401(k) retirement plan.

• 14 Paid Time Off (PTO) days annually.

• 7 sick or flexible days each year.

• Annual company retreat.