Operations & Business Process Specialist

This is not a task-oriented role where you’ll receive a step-by-step to-do list. Instead, you’ll be expected to identify problems, develop solutions, and execute. Your primary focus will be optimizing internal operations, improving customer experience, and ensuring the business runs smoothly as we scale.

Over time, this role will evolve into a management position, overseeing team operations and ensuring we continue delivering high-quality service to our growing client base.

Key Responsibilities
???? Customer Experience & Workflow Optimization
Ensure clients receive timely responses and solutions, reducing bottlenecks in team communication.
Maintain a 24-hour response time on client inquiries by implementing and monitoring structured workflows.
Oversee new client onboarding processes, ensuring they are seamless, efficient, and standardized.
???? Business Management & Team Support
Document internal business processes, ensuring clarity in areas like team onboarding, task handoffs, and workflow automation.
Optimize new hire onboarding, ensuring clear training pathways and easy access to key resources.
Identify operational gaps and develop solutions that increase efficiency without adding complexity.
???? Proactive Problem-Solving & Execution
Take initiative: If something is inefficient, improve it. If a challenge arises, solve it.
Work closely with leadership to reduce reliance on top executives for day-to-day decision-making.
Assist in integrating automation tools (Zapier, Make, Go High Level) to improve efficiency and reduce manual tasks.
???? Tech & System Integration
Work with Keeper, QuickBooks, and Go High Level to manage operational workflows.
Support process automation through tools like Zapier or Make, ensuring seamless information flow.
Improve internal documentation organization to make resources easily searchable and accessible.
Who You Are:
? A Problem-Solver – You don’t wait for direction; you assess, plan, and execute.
? Action-Oriented – You see a challenge, grab it by the horns, and find a way to make it work.
? Highly Organized – You thrive in streamlining operations and reducing inefficiencies.
? Customer-Centric – You care about delivering great service, ensuring clients feel valued and informed.
? Tech-Savvy – You leverage automation tools and project management systems to improve workflows.
? Future Leader – You’re looking for a long-term role that grows into a management position.

Required Skills & Experience:
???? 2+ years in operations, business management, or process improvement (preferably in a service-based or bookkeeping-related industry).
???? Experience documenting procedures & optimizing team workflows (business management—not just bookkeeping).
???? Strong knowledge of CRM, automation, and workflow tools (Go High Level, Keeper, QuickBooks, Zapier, Make).
???? Ability to manage multiple priorities in a fast-paced, high-growth business.
???? Strong written and verbal communication skills – able to document processes clearly and concisely.
???? Remote work experience in a fully virtual team is a plus.

Job Details:
Hours: Full-time, working Pacific Standard Time (PST) business hours (9 AM - 5 PM PST).
Location: Fully Remote
Compensation: Competitive hourly rate, aligned with experience and qualifications.
Growth Opportunity: This role will develop into a management position.
How to Apply:
If you’re a proactive, solution-focused operator who’s ready to make an impact in a growing company, we’d love to hear from you!

???? To apply, send your resume and a short cover letter outlining your experience.

If you love streamlining workflows, optimizing operations, and creating efficiency in a fast-moving environment—this is your opportunity to step into a role where you can truly make a difference. ????