Senior Client Operations Specialist

eMoney Advisor, LLC; United States; On-site; USD 70,000 - 95,000; Full time

Job summary

eMoney Advisor, LLC in the United States is hiring a full-time Senior Client Operations Specialist to lead daily operational workflows, document procedures, and coordinate with stakeholders to ensure data accuracy and system integrity.

The role focuses on cross-functional collaboration, staff training, and administering reporting tools to support dashboards, user access management, and governance across enterprise systems. Remote-friendly arrangement is available.

Qualifications

• Bachelor's degree in Business, Information Systems, or related field or equivalent work experience
• 4+ years of experience in operations, systems administration, or reporting support
• Proficiency in Microsoft Excel
• Experience with enterprise platforms such as Salesforce, Power BI, and Docebo
• Experience supporting dashboards, reporting processes, and user access management

Responsibilities

• Lead and coordinate day-to-day operational workflows and cross-functional activities
• Document and maintain procedures while providing training and support to staff
• Administer systems and reporting tools, ensuring data accuracy and process adherence

Skills

Operations experience

Documentation & training

Stakeholder coordination

Data accuracy focus

Education

Bachelor's degree in Business, Information Systems, or related field

Tools

Salesforce

Power BI

Docebo

Excel

Job description

Supporting daily operational processes and reporting activities remotely, the full-time Senior Client Operations Specialist will lead workflows, document procedures, and coordinate with stakeholders to ensure data accuracy and system integrity.

Key responsibilities

• Lead and coordinate day-to-day operational workflows and cross-functional activities
• Document and maintain procedures while providing training and support to staff
• Administer systems and reporting tools, ensuring data accuracy and process adherence

Required qualifications

• Bachelor's degree in Business, Information Systems, or a related field, or equivalent work experience
• 4+ years of experience in operations, systems administration, or reporting support
• Proficiency in Microsoft Office Suite, especially Excel
• Experience with enterprise platforms such as Salesforce, Power BI, and Docebo
• Experience supporting dashboards, reporting processes, and user access management