Operations and Data Coordinator

Employer SeniorCare Solutions; Greenville (SC); Hybrid; USD 31,684 - 34,440; Full time

Benefits offered by this job

$300/month health benefit stipend

Paid time off

Job summary

SeniorCare Solutions in Greenville, SC, is seeking a technically strong Operations and Data Coordinator to drive client onboarding, financial operations, and data management. This hybrid full-time position offers an opportunity to evolve into overseeing AI-assisted workflows and will entail working closely with a fast-paced team.

The ideal candidate will have 2–4 years in B2B operations, strong financial and data analysis skills, and experience using AI tools in a professional context.

Qualifications

• 2–4 years in a B2B operations, data, or client services role.
• Experience with client onboarding, coordination, and multi‑step processes.
• Advanced skills in financial modelling, data transformation, and VBA or Python.

Responsibilities

• Onboard new employer clients end‑to‑end.
• Transform and standardize client data files for internal use.
• Prepare custom pricing illustrations for prospective clients.
• Produce weekly and monthly reports for management and clients.

Skills

B2B operations experience

Client onboarding experience

Financial and data analysis skills

Advanced Excel skills

AI tools experience

Microsoft 365 skills

Tools

Excel

AI tools

SQL or relational databases

Job description

Operations and Data Coordinator

Greenville, SC • Hybrid • Full-Time • $23–$25/hour

The Opportunity

We're a growing company in the employee group benefits market looking for a technically strong Operations and Data Coordinator to own client onboarding, financial operations, reporting, and data management. Over time, this role evolves into overseeing AI-assisted workflows — a genuine growth path for someone who wants to build with technology, not just use it.

This is a ground‑floor position with direct impact. You'll work closely with a small, fast‑moving team and have regular contact with employer clients and insurance brokers.

You're a Strong Fit If You Have

• 2–4 years in a B2B operations, data, or client services role
• Hands‑on B2B client onboarding experience — checklists, coordination, multi‑step processes
• Strong financial and data analysis skills, including transforming raw data into clean formats
• Active use of AI tools (ChatGPT, Claude, or similar) in a professional context
• A history of improving processes, not just following them
• Advanced Excel skills: financial modelling, data transformation, VBA or Python
• Benefits, insurance, or financial services experience is a plus, not a requirement

What You’ll Do

Client Onboarding (your primary focus — ~60% of your time)

• Onboard new employer clients end‑to‑end: presentations, checklists, data setup, system configuration
• Transform and standardise client data files (Excel, PDF) for internal use
• Set up tracking codes, maintain SharePoint files, update WordPress account pages
• Track and report progress across all active onboardings

Financial Analysis & Data

• Prepare custom pricing illustrations for prospective clients
• Perform monthly analysis to calculate savings‑share invoice amounts
• Audit incoming payments; maintain invoicing logs for accounting
• Calculate monthly partner and sales payables from contract and transaction data

Reporting & Communications

• Produce weekly and monthly reports for management and clients
• Manage a monthly calendar of compliance‑approved client communications
• Maintain master data sets for clients, vendors, and tracking codes

Process & AI Workflow Development

• Document and improve workflows as you run them
• Identify automation opportunities; help build and monitor AI‑assisted workflows

Required Skills

• Advanced Excel — financial modelling, data transformation, VBA or Python
• AI tools — active user; agent‑building or monitoring experience preferred
• Microsoft 365 — Word, PowerPoint, SharePoint
• Jotform or similar workflow/form tools
• WordPress — page creation and updates
• SQL or relational database experience — a plus

Compensation & Benefits

• $23–$25/hour starting, with growth as the role expands
• $300/month health benefit stipend — choose the plan that works for you
• Paid time off

Location

In our office in Greenville, South Carolina.

Schedule

Full‑time, Monday–Friday, 8:00am–5:00pm EST.

Why Join Us

Get in early at a growing company, build things that matter, and grow your role as we scale. If you're technically sharp, embrace AI, and want work where your contributions are visible — apply below.