Client Operations Specialist

Corestream; Chicago (IL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Free snacks and beverages

Wednesday lunches provided

Casual dress code

Job summary

Corestream in Chicago is looking for a Client Operations Specialist to enhance its B2B file exchange processes. This hybrid role involves close collaboration with IT specialists to monitor data exchanges, manage invoicing, and ensure seamless technical support for clients.

The ideal candidate has at least 3 years of relevant experience in help desk ticket management, knowledge of file transfer protocols, and excellent analytical skills. Corestream promotes a diverse workplace and offers competitive compensation and benefits.

Qualifications

• 3+ years of experience in ticket triage, expediting, and scheduling.
• 2+ years of experience with file transfer protocols.
• Strong analytical and organizational skills.

Responsibilities

• Monitor data file exchanges for technical requirements.
• Invoice clients and manage related inquiries.
• Assess data for billing discrepancies.
• Manage client inquiries through ticketing portals.
• Plan activities associated with data processing.
• Develop process improvements to minimize data errors.
• Communicate effectively with internal and external staff.
• Provide outstanding customer service.

Skills

Help desk ticket management

File transfer protocols

MS Office Suite

Analytical skills

Organizational skills

Job description

As a result of our continued growth, we are currently looking to add a Client Operations Specialist to our dynamic and entrepreneurial tech team. This is a unique opportunity to join our team and directly impact our company's file exchange processes and partner site reporting module. As a Client Operations Specialist, you will provide 1st Tier B2B file exchange and integration support, collaborating closely with IT file exchange and payroll specialists at our Fortune 500 partners. We encourage candidates from all backgrounds to apply.

Location

Corestream is headquartered in Tampa, FL. This opening is a hybrid role and will require time in the office on a monthly basis.

Responsibilities

• Monitor data file exchanges for completion, technical requirements, file transmission protocol, and decipher file errors.
• Invoice clients and follow up on remittance, supporting related inquiries.
• Assess and analyze data to identify billing and payment discrepancies
• Manage ticketing portals/applications to document client/provider inquiries promptly.
• Plan and schedule activities associated with the processing of customer data with minimal direction.
• Develop and document process improvement initiatives to minimize data errors and increase efficiency.
• Communicate effectively, fostering positive relationships with technical and non-technical staff, both internal and externally.
• Demonstrate outstanding customer service skills with a professional, friendly, and positive attitude.
• Act as a liaison between external partners and the technical team.

Recipe for Success

• 3+ years of experience triaging, expediting, and scheduling help desk tickets.
• 2+ years of experience with file transfer protocols.
• 3+ years of experience with MS Office Suite.
• Strong analytical and organizational skills with proven experience handling multiple client-supported activities simultaneously.

Corestream is a fast-growing, cutting-edge financial and benefits technology company. We are an industry leader in the delivery of Voluntary Benefits; our proprietary software is the engine for large, Fortune-500 companies to easily and cost-effectively offer unlimited Voluntary Benefits to its employees through payroll deduction.

We have a driven, flexible, and fun team and offer competitive compensation and benefit packages. Although we are over ten years old, we still have a “start-up” culture and when we are in the office we have a casual dress code, free snacks and beverages, and Wednesday lunches are on the house.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.