About the role

  • Operations Support Specialist at Milestone providing outsourced Accounting and HR services. Manage client engagement lifecycle and internal systems with attention to detail and organization.

Responsibilities

  • Manage client renewal process to ensure timely and accurate contract extensions
  • Coordinate client system access provisioning and de-provisioning for internal team members
  • Maintain data accuracy and completeness in our HubSpot CRM system
  • Set up and configure new clients in Karbon workflow management tool
  • Create and administer Google Groups for internal collaboration and client engagement
  • Establish and organize Google Drive folder structures for each client engagement
  • Manage 1Password vault setup and user access controls
  • Develop client meeting presentation materials using Google Slides

Requirements

  • Associate's or Bachelor's degree
  • 2+ years of experience in an operations, administration or coordinator role
  • Advanced proficiency with spreadsheets (Google Sheets, Excel)
  • Excellent working knowledge of Google Workspace apps
  • Familiarity with CRM and workflow management systems (HubSpot, Karbon preferred)
  • Strong attention to detail and accuracy in repetitive tasks
  • Ability to create, document and follow standard operating procedures

Benefits

  • Competitive compensation and benefits
  • Paid time away from work benefits
  • Flexible work environment

Job title

Operations Coordinator

Job type

Experience level

JuniorMid level

Salary

$25 - $29 per hour

Degree requirement

Associate's Degree

Tech skills

Location requirements

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