Remote Client Operations Specialist

Pear VC; California; Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Remote first

Health, vision, and dental insurance

401(k)

14 PTO days per year

7 sick or flex days

Annual company retreat

Job summary

NeuroNav, founded at Stanford, is scaling to help families navigate California’s SDP with connecting Navigators and operations experts. This remote role keeps spending plans accurate, ensures timely payments to providers, and delivers fast, practical responses to families turning plans into services.

You will own client operations requests, prepare quotes and contracts, audit spending plans, manage invoices, and guide documentation to stay SDP compliant.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Experience in operations, billing, contracts, accounts receivable/payable, or administrative coordination.
• Flexible, resourceful mindset and comfort with ambiguity, shifting priorities, and learning new things quickly.
• Strong attention to detail and comfort with math, spreadsheets, and reconciling numbers.
• Client-facing or customer service experience managing multiple relationships at once.
• Excellent written and verbal communication skills.

Responsibilities

• Own and resolve client operations requests, such as provider searches, so Navigators can stay focused on planning and relationships.
• Prepare and send quotes for prospective families, and keep contracts accurate and up to date so the path from first conversation to enrollment stays clear and moving.
• Audit spending plans for accuracy and completeness, and serve as the in-house expert on which service package best fits each family’s needs.
• Ensure accurate, timely submission of invoices to Financial Management Services (FMS) providers, track approval and payment status, and follow up as needed.
• Educate and guide staff and providers on required documents (e.g., W-9s, agreements, proof of service) to maintain compliance with SDP requirements.
• Support families and Independent Facilitators with purchase requests and vendor and staff onboarding to turn spending plans into real services.
• Develop and refine processes across client transition, provider onboarding, and invoicing, and take ownership of new client operations procedures as we identify them.
• Communicate clearly and proactively with families, vendors, and FMS contacts so services continue without interruption.
• As a growing company, our needs change quickly. You’ll pick up new projects, fill gaps, and step into whatever client operations work comes up, and help shape what this role becomes.

Skills

Bachelor’s degree

Operations

Adaptability

Attention to detail

Customer service

Communication

Remote-ready setup

Process improvement

Office suite

CRM

Disability field knowledge

Bilingual Spanish

Education

Bachelor’s degree or equivalent work experience

Tools

Google Workspace

Microsoft Office

HubSpot CRM

Job description

NeuroNav, founded at Stanford, is scaling to help families navigate California’s SDP with connecting Navigators and operations experts. This remote role keeps spending plans accurate, ensures timely payments to providers, and delivers fast, practical responses to families turning plans into services.

You will own client operations requests, prepare quotes and contracts, audit spending plans, manage invoices, and guide documentation to stay SDP compliant.