> Markdown version of [/jobs/ext/1202604-data-operations-scheduling-coordinator](https://www.wearedevelopers.com/jobs/ext/1202604-data-operations-scheduling-coordinator). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Data Operations Scheduling Coordinator - **Company:** VALOR EXECUTIVE SEARCH L.L.C. - **Location:** Columbus, OH, United States - **Experience:** Experienced - **Salary:** $60,000.0 - $77,000.0 - **Contract:** Permanent contract - **Skills:** Document Management Systems, DataOps, Salesforce.Com, Data Management - **Published:** July 8, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=8493e17363da3ee0 ## About the Role You find satisfaction in getting the details exactly right, and you'd rather build a reliable system than fix a mistake after the fact. You're comfortable working independently once trained, and you know how to be warm and approachable with clients while remaining process-driven throughout the day., * At least 4 years of proven administrative experience working in a detail-driven environment, with an emphasis on document management, forms review, and executive support * Strong personal organization, with the ability to build and maintain checklists and workflows independently * Clear, professional written and verbal communication skills * A track record of catching errors early before they become a burden, * Background in a structured, high-accuracy environment (banking operations, corporate administration, or medical/insurance office administration) * Familiarity with CRM and document management platforms (Salesforce experience a plus) * Experience working in a service-center or shared-services environment managing documents and correspondence * Bachelor's degree from a regionally accredited institution, * How many years of administrative experience do you have, and how many of those years were in a relevant industry (banking, financial services, or medical/insurance)? * What is your experience with document management systems or CRM platforms (e.g., Salesforce)? * What are your salary expectations for this role? * Are you located in a reasonable commute distance from Columbus, OH 43215, and are you open to working onsite full-time? ## Description ONPOINT is partnering with Gerber, LLC - a wealth advisory firm built to bring clarity and structure to entrepreneurs navigating growth - to find a Data Operations Scheduling Coordinator to join their Client Advisory Team. This position combines meticulous document and data management with traditional executive support. The majority of your time will be spent sourcing, filing, and maintaining client records in Salesforce and the firm's document management system, while also managing calendars, scheduling, and light travel coordination for the team. Candidates with experience in structured, high-accuracy environments - such as banking operations, corporate administration, or medical office settings involving insurance paperwork and detailed documentation - often find their skills translate well here. What You Will Do * Manage a shared team inbox, ensuring timely and accurate follow-up on client requests * Source, file, and maintain client records in Salesforce and the firm's document management system, ensuring compliance with internal policy * Serve as a liaison between clients' trusted advisors and internal teams to gather information needed for financial planning * Maintain and update Salesforce calendars for leadership and client meetings, coordinating necessary travel * Identify and resolve scheduling conflicts proactively * Support data-related projects that improve client service and compliance * Uphold data accuracy standards across the client lifecycle, * Describe your experience managing detailed, high-accuracy paperwork or records (e.g., in banking, insurance, medical, or financial services). ## Related Videos - [It's all about the Data](https://www.wearedevelopers.com/videos/425-it-s-all-about-the-data) - [Valven Atlas: Engineering Intelligence That Delivers](https://www.wearedevelopers.com/videos/1660-valven-atlas-engineering-intelligence-that-delivers) - [The Data Mesh as the end of the Datalake as we know it](https://www.wearedevelopers.com/videos/156-the-data-mesh-as-the-end-of-the-datalake-as-we-know-it) - [Values-Based Hiring: Seeing People Beyond Their Skills](https://www.wearedevelopers.com/videos/1795-values-based-hiring-seeing-people-beyond-their-skills) - [Beyond the 9–5: Designing Work Around Humans](https://www.wearedevelopers.com/videos/1321-beyond-the-9-5-designing-work-around-humans) - [NoSQL Data Modeling for Front-end Developers](https://www.wearedevelopers.com/videos/297-nosql-data-modeling-for-front-end-developers) ## Related Articles - [Highest Paying Tech Companies for Developers](https://www.wearedevelopers.com/magazine/220-highest-paying-tech-companies-for-developers) - [How to Ensure a Reasonable Salary Before an Interview](https://www.wearedevelopers.com/magazine/322-how-to-ensure-a-reasonable-salary-before-an-interview) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [Fully Remote Software Engineer Jobs](https://www.wearedevelopers.com/magazine/447-fully-remote-software-engineer-jobs) - [Quick guide: How to write a Software Developer CV](https://www.wearedevelopers.com/magazine/37-quick-guide-how-to-write-a-software-developer-cv) - [Spanish Business Culture and Etiquette](https://www.wearedevelopers.com/magazine/353-spanish-business-culture-and-etiquette)