Remote B2B Fulfillment Operations Specialist

Midwest Startups; Northern (KY); Hybrid; USD 28,000 - 34,000; Full time

Job summary

AMOpportunities is seeking a B2B Fulfillment Operations Associate to keep clinical placement requests moving forward with accuracy and structure. You will support CSMs, partner with the Programs team, and manage data in HubSpot and our in-house systems to ensure end-to-end fulfillment.

The role emphasizes data organization, documentation coordination, and proactive problem solving. Remote work is possible, with preference for residents of AL, FL, IL, IN, MI, OH, or TX.

Qualifications

• Experience working across multiple systems or platforms (CRM tools like HubSpot, admin/database platforms, spreadsheets).
• Proficient in Microsoft Office, Excel, and Google Sheets for organizing and reporting on data; experience with PandaDoc is a plus.
• Clear written and interpersonal communication, with the ability to explain requirements and expectations clearly to external partners (schools, preceptors) and work effectively both independently and collaboratively.
• Self-starter and results-oriented, with high initiative, the flexibility to adapt as priorities shift, and the ability to manage competing priorities and follow tasks through to completion without significant oversight.
• Prior experience in an operations, coordinator, or client success support role is a plus; experience in healthcare, education, or clinical placements is a plus but not required

Responsibilities

• Order creation & pipeline management — Create new orders in HubSpot and move them through the appropriate pipeline stages, following internal established process from request to confirmation
• Preceptor request coordination — Send placement requests to preceptors with full details on school requirements, block dates (the date range a rotation is scheduled for), and the number of students being requested, confirming their understanding and securing approval
• Admin reservations — Create corresponding orders in the AMO admin platform to reserve rotation spots once a placement is confirmed
• Placement tracker maintenance — Keep placement trackers accurate and up to date, organizing all open requests so the CS team always has visibility into what's outstanding and what needs attention
• Affiliation agreement & documentation coordination — Send school-required documents (affiliation agreements, preceptor forms) to preceptors and follow up to ensure they're completed and signed promptly, while tracking incoming signed AAs. Organize all school-required documents (CVs, board certifications, licenses, preceptor forms) for each preceptor, then compile everything to send the school with full rotation details, what to expect, reporting instructions, and required student onboarding paperwork
• Ticket creation & follow-through — Open task tickets for non-order school requests (e.g., updating AA templates) and issue tickets for concerns raised by schools or feedback from students, then follow each ticket through its stages, pushing the task or issue toward resolution and closing it out once complete
• Support the Fulfillment team on ad hoc projects, including pulling data from multiple systems to compile summary reports on open requests for partner schools
• Student Onboarding - Review student documents received from students, school coordinators, and enrolling them by sending document packets to preceptors before the rotation starts
• Develop and maintain a working knowledge base of AMOpportunities' evolving products and services
• Assist in creating PandaDoc templates, B2B partner documents for Programs, and other Programs team documents as needed
• Demonstrate an understanding of preceptor and/or student challenges, taking a positive, proactive, solution-based approach to anticipating and resolving issues
• Collaborate closely with Sales, Clinical Outreach, and other cross-functional teams to meet school partner needs and placement timelines
• Collaborate with internal teams at various stages of the sales, order, and fulfillment processes to ensure the company meets partner school expectations
• Maintain accurate, detailed records in the customer relationship management (CRM) system
• Perform other duties as assigned

Skills

Attention to detail

Organization

Time management

Cross-functional teamwork

Clear communication

Self-starter

Problem solving

Tools

HubSpot

PandaDoc

Excel

Google Sheets

Job description

AMOpportunities is seeking a B2B Fulfillment Operations Associate to keep clinical placement requests moving forward with accuracy and structure. You will support CSMs, partner with the Programs team, and manage data in HubSpot and our in-house systems to ensure end-to-end fulfillment.

The role emphasizes data organization, documentation coordination, and proactive problem solving. Remote work is possible, with preference for residents of AL, FL, IL, IN, MI, OH, or TX.