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
Sr. Manager, Retail Operations directing Jelly Belly Visitor Center in Fairfield, CA. Overseeing retail operations, public tours, catering, and event hosting.
Processing consumer lending requests and supporting lending departments. Responsible for maintaining loan documentation, resolving errors, and providing excellent member service at Global Credit Union.
Consumer Lending Operations Servicing Officer processing branch and department requests. Supporting all consumer lending departments on non - production items while ensuring compliance with applicable regulations.
VP of Local to Local Operations overseeing pharmaceutical manufacturing, delivering commercial ambitions and ensuring performance excellence across multiple sites. Role includes strategic planning and leadership responsibilities.
Associate Manager overseeing 2nd shift manufacturing of custom electronics at L3Harris. Managing production schedules and leading a team of manufacturing professionals.
Operations Manager overseeing virtual power plants, coordinating integration of renewable energy systems at DieEnergiekoppler. Supporting clients for optimization with an IoT solution.
Operations & Automation Manager driving scalable systems for e - commerce at HOLZRICHTER Berlin. Focused on automation, profitability, and customer satisfaction in a dynamic environment.
Operations & Automation Manager ensuring the efficiency of operations and processes at a fashion company in Berlin. Focused on KPI - driven profitability and service excellence in a hybrid work environment.
Combat Systems Operations Trainer II conducting training for Littoral Combat Ships. Develops and delivers educational programs, ensuring effective training methods and curriculum updates.
Operations Coordinator overseeing program operations efficiency at Energy Trust of Oregon. Collaborating with internal and external teams to enhance business processes and services.