Operations Executive ( Client Services & Coordination )

Regis Provider Consulting; United States; Remote; USD 8,400 - 17,000; Full time

Job summary

Regis Provider Consulting is seeking an organised, proactive Operations Executive to manage client onboarding, coordinate service delivery, and keep clients informed throughout their engagement. You will be the main point of contact for assigned clients, working closely with sales, application, and compliance teams to ensure services are delivered accurately and on time.

Your responsibilities include onboarding, collecting documents, scheduling meetings, coordinating with internal teams,

Qualifications

• At least two years of experience in operations, client management, customer service, or service coordination.
• Excellent spoken and written English.
• Strong organization, attention to detail, and follow-up skills.
• Ability to manage multiple clients and deadlines.
• Confidence communicating with business owners and professional clients.
• Experience using CRM systems, shared document platforms, and Microsoft Office or Google Workspace.
• Ability to follow established processes, identify issues, and take ownership of assigned work.
• Availability to work hours aligned with Australian clients.

Responsibilities

• Manage client onboarding and explain service stages, requirements, and next steps.
• Review sales handover notes and signed agreements to understand the service scope and client expectations.
• Collect and check client information, forms, and supporting documents for completeness.
• Schedule client meetings, preparation sessions, and follow-up appointments.
• Coordinate with internal specialists to progress applications, documentation, and other deliverables.
• Monitor client progress, maintain task deadlines, and follow up on outstanding requirements.
• Provide clear, timely updates by phone, email, and video meetings.
• Maintain accurate client records, CRM updates, and document folders.
• Coordinate with accounts on payment status before delivering outcomes.
• Identify delays or requests outside scope and escalate promptly.
• Handle client concerns professionally and coordinate resolutions with managers.
• Protect confidential information and follow document management procedures.
• Prepare progress reports and suggest improvements to internal processes.

Skills

Operations experience

Client management

English proficiency

Organization skills

CRM systems

Microsoft Office/Google Workspace

Attention to detail

Communication with clients

Tools

Pipedrive

Dropbox

Google Workspace

Microsoft Office

Job description

Location

India supporting Australian clients

Employment type

Full-time

Working hours

Aligned with Australian business hours

Salary

Based on experience and qualifications

We are seeking an organised, proactive Operations Executive to manage client onboarding, coordinate service delivery, and keep clients informed throughout their engagement.

You will be the main point of contact for assigned clients, working closely with sales, application, and compliance teams to ensure agreed services are delivered accurately and on time.

Key Responsibilities

• Manage client onboarding and explain service stages, requirements, and next steps.


• Review sales handover notes and signed agreements to understand the agreed service scope and client expectations.


• Collect and check client information, forms, and supporting documents for completeness.


• Schedule client meetings, preparation sessions, and follow-up appointments.


• Coordinate with internal specialists to progress applications, documentation, and other deliverables.


• Monitor each clients progress, maintain task deadlines, and follow up on outstanding requirements.


• Provide clear, timely updates by phone, email, and video meetings.


• Maintain accurate client records, CRM updates, and document folders.


• Coordinate with accounts on payment status before releasing deliverables, in line with company policy.


• Identify delays, service concerns, and requests outside the agreed scope, escalating them promptly.


• Handle client concerns professionally and coordinate their resolution with the relevant manager.


• Protect confidential client information and follow document management procedures.


• Prepare progress reports and suggest practical improvements to internal processes.

Essential Experience and Skills

• At least two years of experience in operations, client management, customer service, or service coordination.


• Excellent spoken and written English.


• Strong organization, attention to detail, and follow-up skills.


• Ability to manage multiple clients and deadlines.


• Confidence communicating with business owners and professional clients.


• Experience using CRM systems, shared document platforms, and Microsoft Office or Google Workspace.


• Ability to follow established processes, identify issues, and take ownership of assigned work.


• Availability to work hours aligned with Australian clients.

Highly Desirable

• Experience supporting Australian or international clients.


• A background in consulting, professional services, compliance, or application processing.


• Experience using Pipedrive, Dropbox, and online meeting platforms.


• Experience coordinating service delivery across multiple teams.

Performance Expectations

• Timely onboarding and progression of assigned clients.


• Accurate, complete client records and documentation.


• Consistent client communication and follow-up.


• Prompt escalation of delays and unresolved concerns.


• Delivery within agreed service scope and timelines.

Candidates with consulting or professional services operations experience will be prioritized.