
Operations Specialist
Posted 1 day ago

Posted 1 day ago
This is a fully remote position, open to applicants in California.
• Act as a proactive point of contact for clients and their families.
• Facilitate the onboarding of new clients and ensure all necessary documentation is completed.
• Address inquiries related to scheduling, services, billing, and general operations.
• Maintain accurate client records and follow up on pending items.
• Oversee and assist with client billing processes.
• Review TutorBird billing every two weeks for precision.
• Respond to client inquiries concerning invoices and payments.
• Monitor outstanding balances and aid in accounts payable and reimbursements.
• Assist with financial reporting and data gathering.
• Enhance and maintain company processes and standard operating procedures (SOPs).
• Help with school district contracts, compliance, and billing matters.
• Keep track of insurance, licenses, certifications, and renewal deadlines.
• Ensure the maintenance of accurate organizational records.
• Identify and recommend opportunities for workflow improvements and efficiency enhancements.
• Gain proficiency in EF Specialists’ systems, such as TutorBird, Google Workspace, BambooHR, QuickBooks Online, PeopleKeep, Zoom, Google Meet, Excel, and Google Sheets.
• Offer basic troubleshooting, training, and support to team members.
• Assist with HR and administrative tasks as required.
• Support meetings, events, and special projects.
• Aid management in tracking operational goals and key performance indicators (KPIs).
• Provide daily problem-solving and operational support to the team.
• Fulfill additional responsibilities as assigned by management.
• Bachelor’s degree is preferred.
• A minimum of 3 years of experience in operations, administration, customer service, billing, or a related field.
• Strong organizational abilities and customer service skills.
• Excellent written and verbal communication skills.
• Proficiency in Excel and Google Sheets.
• Comfortable learning and managing various technology systems.
• Experience with billing, HR, compliance, or financial administration is advantageous.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Strong judgment, problem-solving abilities, and attention to detail.
• Capability to handle confidential information with professionalism.
• Positive, collaborative, proactive, and responsive attitude.
• Only applicants from California will be considered.
• Fully remote work environment.
• 401K matching.
• Health care reimbursement for those working 30+ hours.
• Technology reimbursement.
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