Operations and Data Coordinator

We’re a growing company in the employee group benefits market looking for a technically strong Operations and Data Coordinator to own client onboarding, financial operations, reporting, and data management. This is a ground-floor position with direct impact. You’ll work closely with a small, fast-moving team and have regular contact with employer clients and insurance brokers., Client Onboarding (your primary focus - ~60% of your time)

• Onboard new employer clients end-to-end: presentations, checklists, data setup, system configuration
• Transform and standardize client data files (Excel, PDF) for internal use
• Set up tracking codes, maintain SharePoint files, update WordPress account pages

• Track and report progress across all active onboardings Financial Analysis & Data

• Prepare custom pricing illustrations for prospective clients
• Perform monthly analysis to calculate savings-share invoice amounts
• Audit incoming payments; maintain invoicing logs for accounting

• Calculate monthly partner and sales payables from contract and transaction data Reporting & Communications

• Produce weekly and monthly reports for management and clients
• Manage a monthly calendar of compliance-approved client communications

• Maintain master data sets for clients, vendors, and tracking codes _ _ Process & AI Workflow Development

• Document and improve workflows as you run them
• Identify automation opportunities; help build and monitor AI-assisted workflows

• 2-4 years in a B2B operations, data, or client services role
• Hands-on B2B client onboarding experience - checklists, coordination, multi-step processes
• Strong financial and data analysis skills, including transforming raw data into clean formats
• Active use of AI tools (ChatGPT, Claude, or similar) in a professional context
• A history of improving processes, not just following them

• Advanced Excel skills: financial modelling, data transformation, VBA or Python Benefits, insurance, or financial services experience is a plus, not a requirement., * Advanced Excel - financial modelling, data transformation, VBA or Python

• AI tools - active user
• Microsoft 365 - Word, PowerPoint, SharePoint
• Jotform or similar workflow/form tools
• WordPress - page creation and updates
• SQL or relational database experience - a plus

• $23-$25/hour starting, with growth as the role expands
• $300/month health benefit stipend - choose the plan that works for you
• Paid time off