
Client Operations Specialist
Posted Jul 15

Posted Jul 15
This is a fully remote position, open to applicants in Philippines.
• Act as the main point of contact for families following their initial onboarding process.
• Perform regular check-ins with clients and deliver timely, personalized assistance.
• Monitor client engagement and service quality, keeping accurate records, and suggesting additional support when necessary.
• Manage service launches and scheduling by collaborating with internal teams.
• Identify ways to enhance or automate repetitive workflows.
• Collaborate closely with Sales and Marketing to ensure consistent messaging and share insights from clients.
• Minimum of 2 years of relevant experience in a client-facing or process-oriented position.
• Outstanding written and verbal communication abilities.
• Excellent organizational skills with a keen eye for detail.
• An empathetic and service-oriented approach, with a proactive attitude and commitment to follow-through.
• Capability to juggle multiple tasks and client relationships in a dynamic environment.
• Experience with Salesforce is highly advantageous.
• Proven track record in operations and process enhancement.
• Familiarity with project management tools, especially practical experience with Monday.com, Asana, or Notion.
• Comfortable working across various platforms, including Google Workspace and CRM/billing systems.
• Knowledge of AI tools such as ChatGPT or Claude is a plus, but not mandatory.
• Competitive salary.
• Continuous compensation evaluations and merit-based raises.
• Fully remote work setup with organized team support.
• A collaborative, high-performing team culture with exposure to multiple functions.
• Practical mentorship and opportunities for career advancement.
• Purpose-driven work that has a direct impact on students and families.
• Company-sponsored events and virtual team-building initiatives.
• Pathways for growth within client operations, education services, and more.
Lincoln Financial
Horizon3.ai
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