Senior Client Service Operations Specialist

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

📋 Description

• Oversee and coordinate daily operational workflows, processes, and cross-departmental activities.

• Document, update, and maintain procedures; communicate any changes and assist in staff training.

• Collaborate with internal and external stakeholders regarding logistics for learning programs, including confirmations, attendance tracking, and inquiries.

• Ensure data integrity, accuracy, and compliance with established processes across various systems.

• Manage and provide support for systems including CRM platforms, LMS systems, reporting/BI tools, and related resources.

• Maintain system configurations, user access, documentation, and ensure data integrity.

• Assist with operational system updates, troubleshooting, testing, and system enhancements.

• Oversee CRM system content management, deliver user training, and communicate system updates.

• Collaborate with leadership to encourage effective utilization of technology.

• Create, maintain, and distribute recurring reports and dashboards across critical systems.

• Address system and reporting issues, coordinating with internal teams or external vendors for resolution.

• Assist in reporting for coaching, training, productivity, and operational performance metrics.

• Identify trends, efficiencies, and opportunities for improvement.

• Ensure the accuracy of reporting and rectify any data discrepancies.

• Recommend and lead initiatives for process standardization and continuous improvement, including transitioning manual tasks to automated solutions.

• Assist in the creation and reporting of surveys.

• Offer operational support for quote-to-cash processes, including the generation of quotes in Salesforce.

⛳️ Requirements

• Bachelor’s degree in Business, Information Systems, or a related field, or equivalent professional experience.

• 4+ years of experience in operations, systems administration, reporting support, or similar operational roles.

• Proficient in Microsoft Office Suite, with a strong emphasis on Excel.

• Experience in supporting enterprise business systems, operational reporting platforms, and learning technologies. Familiarity with enterprise platforms such as Salesforce, Power BI, and Docebo is required.

• Demonstrated experience in supporting dashboards, reporting processes, system configurations, workflows, and user access management is necessary.

🏝️ Benefits

• Eligible for the annual bonus program.

• Retirement contributions.

• Health insurance coverage.

• Sick leave benefits.

• Parental leave provisions.

• Paid time off.