Compensation: $60K-$70K DOE + Commission
Our client is a company known for its commitment to providing exceptional healthcare services and related benefits. They are currently seeking a dedicated and dynamic individual to join them in the position of Operations and Finance. This role is pivotal to the organization, playing a crucial part in the smooth running and efficiency of its services.
Operations & Finance Job Responsibilities
- Respond to customer inquiries via phone, email, and chat
- Onboard and offboard customers, and educate them on self-service tools
- Fulfill customer orders from inventory
- Assist with customer payments and address failed/overdue transactions
- Help resolve customer issues while learning their internal database, business processes, structure, and the growing industry firsthand
- Process payments, manage invoicing, and follow up on collections
- Handle payroll processing and coordination
- Support office operations, including working with vendors, managing supplies, and overseeing internal logistics
- Perform data entry and maintain key metrics accurately
- Support the preparation of financial summaries
- Assist with analyzing financial data and ensure accuracy in reporting
- Communicate financial concepts clearly to non-financial stakeholders
- Provide recommendations to improve workflows and reduce operational costs
- Collaborate with internal departments to understand and support operational and financial needs
- Take on additional projects and provide ad hoc support as needed
Qualifications
- 2+ years of experience providing outstanding customer service in a fast-paced, growing organization
- Entry-level experience in finance is strongly preferred
- Foundation and interest in financial tasks (AP/AR/payroll)
- Basic knowledge of business practices and/or financial services
- Bachelor’s degree in business, communications, or a related field
- Strong problem-solving skills and the ability to creatively utilize available resources
- Team-oriented mindset with a collaborative approach
- Experience in consulting, troubleshooting, or solution-finding roles
- Self-starter who takes initiative to learn and improve
- Proven ability to deliver excellent customer experiences
- Proficient with Microsoft Office, Slack, and CRM systems
- Tech-savvy and quick to learn new software and tools
- Excellent written and oral communication skills
- Impeccable attention to detail
- Strong problem-solving capabilities to develop creative solutions to financial challenges
- Positive, driven, and humble team player
If you’re a professional that meets these qualifications and you’re looking for a rewarding new role, we encourage you to apply today.