
Client Operations Specialist
Posted Jul 17

Posted Jul 17
This is a fully remote position, open to applicants in Philippines.
• Provide assistance to US-based clients during onboarding, platform integration, and locator support.
• Gain a comprehensive understanding of the business by engaging in daily operational tasks personally.
• Recognize patterns in client inquiries, support interactions, and platform utilization.
• Examine challenges and propose feasible enhancements.
• Refine standard operating procedures, onboarding resources, and internal documentation.
• Convey operational observations and product suggestions to management and engineering teams.
• Collaborate with internal departments to address client concerns.
• Background in operations or client support with practical experience.
• Prior advancement into roles such as Team Lead, Supervisor, QA, or similar operations positions is highly desirable.
• Willingness to begin with frontline operational tasks to gain insight into the business.
• Experience in root-cause analysis, KPI/trend analysis, QA, or process enhancement.
• Proficient in both written and spoken English.
• Possess strong organizational, analytical, and proactive skills.
• Located in the Philippines and available to work during US Central Time hours.
• Fully remote / home-based work environment.
• Monthly salary range: PHP 40,000 – 45,000.
• Supportive team atmosphere.
• Opportunities for advancement into broader operations and process improvement roles.
Lincoln Financial
Horizon3.ai
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