Operations and Systems Support Specialist

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

📋 Description

• Support new client onboarding processes and manage internal system configurations.

• Establish and oversee client bank account integrations with QuickBooks Online and Kesef's secure password management system.

• Resolve issues related to bank accounts, payroll accounts, and other software integrations in collaboration with clients, financial institutions, payroll vendors, and internal teams.

• Assist the Payroll and Pension Department during the annual setup, peak processing periods, and year-end reporting.

• Aid in the configuration and upkeep of financial reporting dashboards.

• Contribute to various financial and client data-related projects across all departments.

• Manage Monday.com board folders and execute regular backup and cleanup tasks.

• Update client contact lists within Monday CRM and newsletter mailing list software.

• Maintain the Monday board for the legacy client renewal initiative.

• Assist with organizational AI and automation projects.

• Help develop and sustain workflow documentation.

• Support the creation of newsletters and other targeted client communications.

• Retrieve membership and contract information for the billing manager as needed.

• Provide operational and systems assistance across all departments as required.

⛳️ Requirements

• Bachelor’s degree in Accounting, Information Systems, Business Administration, or a related field, or an equivalent combination of education and experience.

• At least three years of experience in accounting, bookkeeping, financial operations, business systems support, or data management.

• Experience in supporting business applications, system implementations, or enterprise software.

• Prior experience with reporting, automation projects, or business intelligence solutions is preferred.

• Proven experience providing technical support and training to end users.

• Advanced skills in Microsoft Excel, including formulas, lookups, and data analysis.

• Proficient in Microsoft Office 365 applications.

• Familiarity with AI tools such as ChatGPT or Claude.

• Experience with QuickBooks Online, CRM systems, and cloud-based business applications is preferred.

• Experience with Monday.com or similar project management tools is preferred.

• Capability to swiftly learn and effectively use new technologies.

• Experience in financial and synagogue operations is preferred.

• Background in Accounts Payable, General Ledger, and Payroll and pension functions is preferred.

• Experience in data management, automation, workflow optimization, or business intelligence is preferred.

• Candidates must be authorized to work in the United States throughout their employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.

• Real-time AI tools or external assistance to generate or guide interview responses is not permitted during interviews.

🏝️ Benefits

• Medical, dental, and vision insurance options

• 100% Employer paid short/long term disability

• 100% employer-paid Basic Life and AD&D insurance

• 401(k) retirement plan with a 100% company match up to 4%

• Flexible paid personal/vacation time built on mutual trust and accountability

• 10 sick days annually

• 10 company paid holidays

• 12 weeks paid parental leave

• Discretionary bonuses

• Long term incentives

• Flexible paid vacation/personal time policy

• 6 weeks paid parental leave