Remote Client Operations Specialist

Praxis, Inc.; United States; Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Remote first — work from home

Health, vision, and dental insurance

401(k)

PTO and sick days

Annual company retreat

Job summary

NeuroNav is seeking a Client Operations Coordinator to manage client operations, spend plans, and invoicing in a remote setting. You’ll prepare quotes, update contracts, audit spending plans, and ensure timely payments to SDP providers, while guiding staff on required documents to stay compliant.

Ideal candidates have a Bachelor’s degree (or equivalent) and strong eye for detail, with experience in operations, billing, and process improvement. Bilingual Spanish is a plus.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Experience in operations, billing, contracts, accounts receivable/payable, or administrative coordination.
• Strong attention to detail and comfort with math, spreadsheets.
• Excellent written and verbal communication skills.
• Experience building or improving processes (preferred).
• Experience with Google Workspace and/or Microsoft Office (preferred).
• Spanish bilingualism is a plus.

Responsibilities

• Client Operations Support – Own and resolve client operations requests, such as provider searches.
• Quotes & Contracts – Prepare and send quotes for prospective families, keep contracts accurate.
• Spending Plan Review & Package Guidance – Audit spending plans for accuracy and advise on best service fits.
• Invoice & Payment Management – Ensure timely submission of invoices to providers and track status.
• Documentation Coordination – Guide staff/providers on required SDP documents to stay compliant.
• Spending Plan Implementation – Support families with purchase requests and onboarding.
• Workflow Optimization – Develop and refine processes across client transition and invoicing.
• Customer Service Excellence – Communicate clearly with families, vendors, and FMS contacts.
• Wherever the Team Needs You – Take on new projects and shape the role as the company grows.

Skills

Attention to detail

Data entry

Spreadsheet mastery

Customer service

Time management

Communication

Adaptability

Process improvement

Google Workspace

HubSpot (CRM)

Education

Bachelor’s degree or equivalent work experience

Tools

HubSpot

Google Workspace

Microsoft Office

CRM systems

Job description

NeuroNav is seeking a Client Operations Coordinator to manage client operations, spend plans, and invoicing in a remote setting. You’ll prepare quotes, update contracts, audit spending plans, and ensure timely payments to SDP providers, while guiding staff on required documents to stay compliant.

Ideal candidates have a Bachelor’s degree (or equivalent) and strong eye for detail, with experience in operations, billing, and process improvement. Bilingual Spanish is a plus.