Client Operations Specialist

Talentoma; Ohio; Remote; USD 42.000 - 62.000; Vollzeit

Benefits dieser Stelle

Health coverage

Paid leave

401(k)

Maternity leave

Stipends

Zusammenfassung

Talentoma is seeking a Client Operations Specialist for a fully remote role based in Ohio, United States. The position involves handling routine client requests, validating details in CRM systems, and coordinating with internal teams to ensure timely updates.

The role requires a 40-hour weekly commitment with varying shifts and work-from-home flexibility. Ideal candidates have 1–2 years in client or business operations, strong written and verbal communication, and proficiency with CRM tools

Qualifikationen

• High school diploma or equivalent.
• 1-2 years of experience in client operations, business operations, or administrative service support preferred.
• Familiarity with CRM tools, support platforms, shared task boards, and spreadsheets for maintaining accurate operational information.
• Ability to compare information across systems, spot inconsistencies, and summarize straightforward findings for an operations team lead.

Aufgaben

• Review incoming client emails and queued requests in a Support platform such as Freshdesk, identifying the requested action, urgency, missing information, and appropriate internal owner.
• Check client contact details, service references, and previous interactions in a CRM such as Salesforce before updating a request or sending an acknowledgment.
• Ask clients focused questions when instructions are incomplete, explain the next step clearly, and record the information needed for the internal team to proceed.
• Complete routine service updates within assigned permissions, following written procedures and checking entries against the client's confirmed instructions before saving changes.
• Organize internal handoffs using a Project management tool such as Asana, recording task ownership, dependencies, target completion dates, and the information each receiving team needs.
• Follow up with internal service teams when actions remain outstanding, then provide clients with accurate progress updates without promising unconfirmed completion times.
• Escalate conflicting instructions, repeated delays, and requests outside assigned permissions to the operations team lead, summarizing prior actions and the decision needed.
• Maintain request trackers using a Spreadsheets and data entry tool such as Google Sheets, reconciling open items against system updates and flagging inconsistent status information.
• Review recurring request patterns and basic performance metrics, helping the team lead identify avoidable handoffs, unclear instructions, and practical opportunities for continuous improvement.
• Confirm completed actions, communicate the outcome to clients, and close requests with complete notes; quality is judged through accuracy, turnaround, clear handoffs, and timely follow-up.

Kenntnisse

Clear communication

Prioritization

Attention to detail

CRM familiarity

Ausbildung

High school diploma or equivalent

Tools

Salesforce

Freshdesk

Asana

Google Sheets

Jobbeschreibung

Monthly Pay: $3,721 - $5,558 USD per month

Summary

Accurate client requests and clear next steps keep everyday business operations moving without unnecessary delays. The Client Operations Specialist handles routine service updates, checks request details, and maintains visibility into outstanding client needs. This position sits within the client operations team, works under an operations team lead, and collaborates with clients, client service colleagues, and internal service teams. This is a fully remote, desk-based position offering work from home in Ohio, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities

• Review incoming client emails and queued requests in a Support platform such as Freshdesk, identifying the requested action, urgency, missing information, and appropriate internal owner.
• Check client contact details, service references, and previous interactions in a CRM such as Salesforce before updating a request or sending an acknowledgment.
• Ask clients focused questions when instructions are incomplete, explain the next step clearly, and record the information needed for the internal team to proceed.
• Complete routine service updates within assigned permissions, following written procedures and checking entries against the client's confirmed instructions before saving changes.
• Organize internal handoffs using a Project management tool such as Asana, recording task ownership, dependencies, target completion dates, and the information each receiving team needs.
• Follow up with internal service teams when actions remain outstanding, then provide clients with accurate progress updates without promising unconfirmed completion times.
• Escalate conflicting instructions, repeated delays, and requests outside assigned permissions to the operations team lead, summarizing prior actions and the decision needed.
• Maintain request trackers using a Spreadsheets and data entry tool such as Google Sheets, reconciling open items against system updates and flagging inconsistent status information.
• Review recurring request patterns and basic performance metrics, helping the team lead identify avoidable handoffs, unclear instructions, and practical opportunities for continuous improvement.
• Confirm completed actions, communicate the outcome to clients, and close requests with complete notes; quality is judged through accuracy, turnaround, clear handoffs, and timely follow-up.

Qualifications

• High school diploma or equivalent.
• About 1-2 years of experience in client operations, business operations, or administrative service support preferred.
• Understanding of routine client request workflows, internal handoffs, service status updates, and the importance of checking information before making changes.
• Familiarity with CRM tools, support platforms, shared task boards, and spreadsheets for maintaining accurate operational information.
• Ability to compare information across systems, spot inconsistencies, and summarize straightforward findings for an operations team lead.
• Clear written and verbal communication for clarifying client requests, explaining next steps, and sharing concise updates with internal colleagues.
• Ability to prioritize outstanding requests, follow established procedures, and recognize when an issue needs additional guidance rather than independent action.
• A reliable computer, high-speed internet, and 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.
• Fully remote work focused on desk-based client operations and collaboration with internal service teams.
• Structured onboarding and training on the named example systems and the procedures used for everyday client requests.
• Regular check-ins with the operations team lead to review priorities, discuss questions, and receive practical feedback.
• Build skills in operational planning, business analysis, process optimization, and clear client communication through routine request handling.
• Health coverage, paid leave, a 401(k), maternity leave, and stipends.