Client Success and Operations Rep

AppleOne Employment Services; Santa Ana (CA); On-site; USD 71,000 - 76,000; Full time

Job summary

AppleOne Employment Services in Santa Ana, CA is seeking a Client Success and Operations Rep for a temp-to-hire opportunity. You will nurture client relationships, support operational processes, assist with billing and accounts receivable, and contribute to digital marketing initiatives.

The role serves as a point of contact for clients and collaborates with internal teams to deliver organized, high-quality support, with potential for long-term growth through a temp-to-hire path.

Qualifications

• Bachelor’s degree required.
• 3+ years in client relations with experience in administrative support, billing, collections, or digital marketing.
• Strong communication and relationship-building skills.
• Excellent time management, organization, follow-up, and attention to detail.
• Proficient with CRM systems and Microsoft Office Suite.

Responsibilities

• Respond to client inquiries and support strong client relationships through proactive communication.
• Guide clients through the HR client portal and coordinate onboarding meetings.
• Maintain accurate client records in the CRM and collaborate with internal teams to resolve needs.
• Support billing, accounting, and AR reporting, payment processing, and recordkeeping.
• Create sales proposals, welcome packets, training materials, and documentation for client programs.
• Assist with digital marketing operations, including social media posting, engagement, and email campaigns.

Skills

Client relations

Communication

Time management

Organization

Problem-solving

Relationship-building

Education

Bachelor's degree

Tools

CRM system

Microsoft Excel

Microsoft Word

PowerPoint

SharePoint

Hootsuite

QuickBooks Online

Job description

Job Summary

We are seeking a Client Success and Operations Rep for a temp-to-hire opportunity in Santa Ana, CA. This role is ideal for a service-driven professional who enjoys building client relationships, supporting operational processes, assisting with billing and accounts receivable, and contributing to digital marketing initiatives.

The Client Success and Operations Rep will serve as a key point of contact for clients while helping internal teams deliver responsive, organized, and high-quality support. This is a strong opportunity for someone who thrives in a collaborative, client-focused environment with supportive leadership, positive teamwork, and the potential for long-term career growth through a temp-to-hire path.

Key Responsibilities

• Respond to client inquiries, provide timely assistance, and support strong client relationships through proactive communication.
• Guide clients through the HR client portal, facilitate new client orientation meetings, and follow up on required data collection.
• Maintain accurate client records in the CRM system and collaborate with internal teams to resolve client needs and service requests.
• Support administrative, billing, and accounts receivable functions, including recordkeeping, payment processing, aging reports, and AR reconciliation.
• Create sales proposals, welcome packets, training materials, and supporting documentation for client programs.
• Assist with digital marketing operations, including social media posting, follower engagement, and email marketing campaign support.

Compensation and Benefits

• Salary range: $71,000 to $76,000 per year.
• Job type: Temp-to-hire.
• Schedule: Monday through Friday, 6:00 AM to 2:30 PM.
• Location: Santa Ana, CA.

Required Qualifications and Skills

• Manage client success activities, including client communication, onboarding support, quarterly check-ins, and CRM documentation.
• Support billing, collections, accounts receivable reporting, payment processing, and administrative recordkeeping.
• Assist with digital marketing operations, including social media content scheduling, account monitoring, and email campaigns.
• Minimum of 3 years of experience in client relations and at least one of the following areas: administrative support, billing, collections, or digital marketing operations.
• Bachelor’s degree required.
• Strong communication, relationship-building, and problem-solving skills.
• Excellent time management, organization, follow-up, and attention to detail.
• Extensive knowledge of office administration, clerical procedures, and recordkeeping systems.
• Proficiency with CRM systems and Microsoft Office Suite, especially Excel, Word, and PowerPoint.
• Self-motivated professional with a commitment to ongoing growth and development.

Preferred Qualifications

• Experience working with HR professionals.
• Experience supporting or troubleshooting an HR client portal.
• Experience with QuickBooks Online.
• Experience with SharePoint.
• Experience with Hootsuite or similar social media management platforms.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.