
Operations, Client Coordinator
Posted Jul 22

Posted Jul 22
This is a fully remote position, open to applicants anywhere in the world.
• You will serve as the main liaison between our clients, tax teams, and management.
• You will assist new clients during the onboarding process and ensure that all required documents are collected completely.
• You will communicate with prospects and current clients via phone, addressing any questions and scheduling appointments.
• You will monitor ongoing cases, deadlines, and response times.
• You will create clear reports and summaries for management using tools like Excel and dashboards.
• You will utilize modern systems, including CRM, ticketing systems, and AI-driven workflows.
• Proficient in German (C1/C2), both in speaking and writing.
• Enjoy engaging in phone conversations and present a friendly, self-assured demeanor.
• Strong attention to detail and dependability – you can be relied upon even when working independently.
• Comfortable using Excel or Google Sheets and skilled in handling numerical data.
• A proactive, independent work ethic: you take initiative and ask questions rather than waiting for guidance.
• Availability and enthusiasm for a full-time position (40 hours) that is your top professional focus.
• Fully remote work with predictable hours: Monday to Friday during German business hours — no shifts, no weekends.
• A long-term partnership with genuine opportunities for advancement — towards Operations Lead or Client Success Lead.
• Structured onboarding and well-defined processes from the outset.
• Collaboration with reputable German business clients — no sales pressure, no third-party products, and no call-center environment.
• Access to modern tools and AI workflows, streamlined communication, and direct collaboration with management.
Lincoln Financial
Horizon3.ai
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