Remote Client Service Operations Lead & Reporting

eMoney Advisor; Poland; Remote; PLN 217,147 - 299,513; Full time

Benefits offered by this job

Annual bonus program

Health insurance

Paid time off

Job summary

eMoney Advisor is seeking a Senior Client Service Operations Specialist to oversee daily operational processes, systems, and reporting for the Client Service organization. This remote role coordinates tasks across teams, supports learning programs, and drives data-driven reporting to ensure accuracy and efficiency.

The position requires 4+ years in operations or related roles and proficiency with Salesforce, Power BI, and Docebo, along with strong Excel and documentation skills.

Qualifications

• Bachelor’s degree or equivalent work experience in a related field.
• 4+ years in operations, systems, administration, or reporting support.
• Experience with enterprise platforms and reporting dashboards.

Responsibilities

• Lead and coordinate day-to-day operational workflows and cross-functional activities.
• Document and update procedures; train staff and communicate changes.
• Coordinate learning program logistics with stakeholders; track attendance and inquiries.
• Ensure data accuracy and consistency across systems and processes.

Education

Bachelor's degree in Business, Information Systems, or related field

Tools

Salesforce

Power BI

Docebo

Microsoft Excel

Job description

eMoney Advisor is seeking a Senior Client Service Operations Specialist to oversee daily operational processes, systems, and reporting for the Client Service organization. This remote role coordinates tasks across teams, supports learning programs, and drives data-driven reporting to ensure accuracy and efficiency.

The position requires 4+ years in operations or related roles and proficiency with Salesforce, Power BI, and Docebo, along with strong Excel and documentation skills.