Remote Client Operations Associate — Entry Level

Sales Match

Jersey City (NJ)

Remote

USD 46,000 - 66,000

Full time

2 days ago
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Benefits offered by this job

Remote work from home in New Jersey
Onboarding and training on systems
Regular check-ins with ops lead
Career development in client ops
Health coverage, paid leave, 401(k), &
bonus opportunities
stipends

Job summary

Sales Match in New Jersey is seeking a Client Operations Associate to support daily client requests, maintain clear notes, and ensure smooth internal handoffs. This fully remote contract role sits with the operations team, reporting to an operations team lead.

You will work with clients, client service colleagues, and internal owners to keep service details precise, with daily updates and strong follow-through. A 40-hour week is required, with shifts varying as needed.

Qualifications

  • High school diploma or equivalent.
  • No experience required; related experience in client operations, service administration, or office support is preferred.
  • Familiarity with routine client request workflows, status tracking, internal handoffs, and the importance of consistent service quality.
  • Basic comfort using a CRM such as Zoho CRM to locate client information and enter clear request updates.
  • Ability to maintain trackers with a Spreadsheets and data entry tool such as Smartsheet and check entries against source information.
  • Willingness to learn a Project management tool such as monday.com and follow established task ownership and escalation steps.
  • Clear written communication, careful reading, and sound judgment when asking clarifying questions or describing unresolved issues.
  • A reliable computer, high-speed internet, and a 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.

Responsibilities

  • Review incoming client emails and shared work queues, identify the requested action, and organize requests by urgency, information needed, and steps.
  • Check client contact details, service references, and requested changes before taking routine actions within permissions.
  • Record request details, ownership, status, and next steps in a CRM such as Zoho CRM for clarity.
  • Maintain request trackers using spreadsheets and tools like Smartsheet, ensuring required fields are complete.
  • Organize internal handoffs through monday.com, assign the request owner, and note dependencies or questions.
  • Send clear acknowledgments and progress updates to clients, outlining needed information and next steps.
  • Escalate with the operations lead when updates are delayed or instructions are unclear.
  • Compare completed actions with instructions and quality checklists, flagging exceptions for review.
  • Close completed requests after confirming outcomes, updating trackers and notes.
  • Prepare exception summaries and assist with quality auditing through routine checks.

Skills

Clear written communication
Willingness to learn
Team collaboration

Education

High school diploma or equivalent

Tools

Zoho CRM
Smartsheet
monday.com

Job description

Sales Match in New Jersey is seeking a Client Operations Associate to support daily client requests, maintain clear notes, and ensure smooth internal handoffs. This fully remote contract role sits with the operations team, reporting to an operations team lead.

You will work with clients, client service colleagues, and internal owners to keep service details precise, with daily updates and strong follow-through. A 40-hour week is required, with shifts varying as needed.

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