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# Operations and Data Coordinator

- **Company:** Confidential Employer
- **Location:** Greenville, SC, United States
- **Experience:** Experienced
- **Salary:** $47,840.0 - $52,000.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Microsoft Windows, Artificial Intelligence, Data Analysis, System Configuration, Data Files, Data Transformation, Relational Databases, Python (Programming Language), Microsoft PowerPoint, Microsoft SharePoint, SQL Databases, Transaction Data, WordPress, Vba Programming Language, Data Management, GPT
- **Published:** August 9, 2026
- **Apply:** https://www.wayup.com/i-j-Operations-and-Data-Coordinator-Employer-SeniorCare-Solutions-092525693704870/

## About the Role

* 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

## Description

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
_
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Process & AI Workflow Development

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


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