Client Operations Associate

Sales Match; Jersey City (NJ); À distance; USD 46 000 - 66 000; Plein temps

Avantages offerts par ce poste

Remote work from home in New Jersey

Onboarding and training on systems

Regular check-ins with ops lead

Career development in client ops

Health coverage, paid leave, 401(k), &

bonus opportunities

stipends

Résumé du poste

Sales Match in New Jersey is seeking a Client Operations Associate to support daily client requests, maintain clear notes, and ensure smooth internal handoffs. This fully remote contract role sits with the operations team, reporting to an operations team lead.

You will work with clients, client service colleagues, and internal owners to keep service details precise, with daily updates and strong follow-through. A 40-hour week is required, with shifts varying as needed.

Qualifications

• High school diploma or equivalent.
• No experience required; related experience in client operations, service administration, or office support is preferred.
• Familiarity with routine client request workflows, status tracking, internal handoffs, and the importance of consistent service quality.
• Basic comfort using a CRM such as Zoho CRM to locate client information and enter clear request updates.
• Ability to maintain trackers with a Spreadsheets and data entry tool such as Smartsheet and check entries against source information.
• Willingness to learn a Project management tool such as monday.com and follow established task ownership and escalation steps.
• Clear written communication, careful reading, and sound judgment when asking clarifying questions or describing unresolved issues.
• A reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.

Responsabilités

• Review incoming client emails and shared work queues, identify the requested action, and organize requests by urgency, information needed, and steps.
• Check client contact details, service references, and requested changes before taking routine actions within permissions.
• Record request details, ownership, status, and next steps in a CRM such as Zoho CRM for clarity.
• Maintain request trackers using spreadsheets and tools like Smartsheet, ensuring required fields are complete.
• Organize internal handoffs through monday.com, assign the request owner, and note dependencies or questions.
• Send clear acknowledgments and progress updates to clients, outlining needed information and next steps.
• Escalate with the operations lead when updates are delayed or instructions are unclear.
• Compare completed actions with instructions and quality checklists, flagging exceptions for review.
• Close completed requests after confirming outcomes, updating trackers and notes.
• Prepare exception summaries and assist with quality auditing through routine checks.

Connaissances

Clear written communication

Willingness to learn

Team collaboration

Formation

High school diploma or equivalent

Outils

Zoho CRM

Smartsheet

monday.com

Description du poste

Job Title: Client Operations Associate

Monthly Pay: $4,140 - $5,881 USD per month

Summary:

Accurate updates, complete notes, and dependable follow-through define good work in this client operations role. This contract position supports everyday client requests so service details remain clear and internal handoffs do not stall. The associate sits within the operations team and works under an operations team lead. Working with clients, client service colleagues, and internal request owners, this fully remote position offers work from home in New Jersey, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities:

• Review incoming client emails and shared work queues, identify the requested action, and organize requests by urgency, outstanding information, and established handling steps.
• Check client contact details, service references, requested changes, and previous activity before taking routine actions within the permissions assigned to the role.
• Record request details, ownership, status, and next steps in a CRM such as Zoho CRM, keeping entries factual and understandable for colleagues.
• Maintain request trackers using a Spreadsheets and data entry tool such as Smartsheet, checking required fields and correcting discrepancies against the original request.
• Organize internal handoffs through a Project management tool such as monday.com, assigning the appropriate request owner and noting dependencies or outstanding questions.
• Send clear acknowledgments and progress updates to clients, explaining what information is needed and what action will happen next without making unsupported promises.
• Follow up with internal owners when updates are outstanding, and esc**?** lavate unclear instructions, conflicting details, or delayed requests to the operations team lead.
• Compare completed actions with request instructions and quality checklists, flagging exceptions for review rather than making changes outside the role's assigned permissions.
• Close completed requests after confirming the outcome, updating trackers, and leaving complete notes; quality is judged through accuracy, turnaround, complete notes, and follow-up.
• Prepare exception summaries and assist with quality auditing through sample checks, sharing recurring issues and practical checklist improvements with the operations team lead.

Qualifications:

• High school diploma or equivalent.
• No experience required; related experience in client operations, service administration, or office support is preferred.
• Familiarity with routine client request workflows, status tracking, internal handoffs, and the importance of consistent service quality.
• Basic comfort using a CRM such as Zoho CRM to locate client information and enter clear request updates.
• Ability to maintain trackers with a Spreadsheets and data entry tool such as Smartsheet and check entries against source information.
• Willingness to learn a Project management tool such as monday.com and follow established task ownership and escalation steps.
• Clear written communication, careful reading, and sound judgment when asking clarifying questions or describing unresolved issues.
• A reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.

Perks & Benefits:

• Fully remote, desk-based work from home within New Jersey, United States.
• Structured onboarding and training on the named systems, request workflows, quality checklists, and escalation practices.
• Regular check-ins with the operations team lead to review questions, feedback, and progress.
• Opportunities to build client operations, exception reporting, quality control, and operational excellence skills through routine work and guided reviews.
• Health coverage, paid leave, a 401(k), bonus opportunities, and stipends.