CAAS Operations Coordinator — Onboarding, Scheduling & Analytics

ATKG; San Antonio (TX); Vor Ort; USD 52.000 - 76.000; Vollzeit

Benefits dieser Stelle

Vision/Dental/Medical benefits

Generous PTO

401k matching

Team events & activities

Career & growth opportunities

Zusammenfassung

ATKG is seeking a CAAS Operations Coordinator in San Antonio to orchestrate onboarding, engagement administration, and client services across practice management and CRM systems. You will help manage workflows, schedules, budgets, and departmental reporting while ensuring accuracy and timely delivery.

The role focuses on facilitating client transitions, coordinating resources, and supporting leaders with real-time metrics and 1099 processing. Local travel may be required.

Qualifikationen

• Associate degree or equivalent combination of education and relevant work experience.
• 1–3 years of experience in operations, project coordination, client service, accounting administration or a similar professional services environment.
• Public accounting, client accounting services or bookkeeping experience preferred.
• Experience with QuickBooks Online, BILL, Gusto, Basis or similar platforms preferred.

Aufgaben

• Coordinate CAAS client onboarding and engagement administration, including engagement letters, document and information retrieval, client setup, and ongoing client information updates across practice management and CRM systems.
• Manage and monitor department workflows, recurring tasks, projects and client deliverables, following up with team members and clients to keep deadlines and commitments on track.
• Support department scheduling and resource management by maintaining visibility into team workload, capacity, priorities and potential constraints.
• Prepare weekly client billings, update team budgets with actual hours, and provide managers with real-time analysis of realization, yield, budget performance and other key department metrics.
• Prepare and maintain capacity, workload and operational reporting to support leadership with resource planning and decision-making.
• Coordinate 1099 processing and related project management, including tracking required information, deadlines and completion.
• Coordinate and maintain system access for team members and clients across platforms such as QuickBooks Online, BILL, Gusto and Basis.
• Assist with CAAS proposals and other business development initiatives in coordination with the Marketing team.
• Coordinate department training, scheduling, meetings, team events and other operational activities.
• Develop and maintain SOPs, department trackers and operational documentation, and identify opportunities to improve workflows and processes.
• Travel locally as needed for banking, client or other business needs.

Kenntnisse

Project coordination

Time management

Client service

Communication

Problem solving

Ausbildung

Associate degree or equivalent

Tools

QuickBooks Online

BILL

Gusto

Basis

Jobbeschreibung

ATKG is seeking a CAAS Operations Coordinator in San Antonio to orchestrate onboarding, engagement administration, and client services across practice management and CRM systems. You will help manage workflows, schedules, budgets, and departmental reporting while ensuring accuracy and timely delivery.

The role focuses on facilitating client transitions, coordinating resources, and supporting leaders with real-time metrics and 1099 processing. Local travel may be required.