Senior Client Service Operations & Reporting Lead

eMoney Advisor; Oregon; Hybrid; USD 58,000 - 80,000; Full time

Benefits offered by this job

Annual bonus program

Retirement contributions

Health insurance

Sick leave

Parental leave

Paid time off

Job summary

eMoney Advisor seeks a Senior Client Service Operations Specialist to support daily operational processes, systems, and reporting for the Client Service organization. You will coordinate cross-functional tasks, guide staff, and leverage data to deliver accurate reporting and operational support.

You will administer CRM, LMS, and BI tools, maintain configurations, and drive continuous improvement while mentoring other team members.

Qualifications

• Bachelor’s degree in Business or IS or equivalent work exp.
• 4+ years in operations, systems, admin, or reporting roles.
• Experience with enterprise platforms and dashboards.

Responsibilities

• Lead daily workflows and cross-functional activities.

Skills

Systems learning ability

Organization & time management

Independent ownership

Troubleshooting & problem solving

Detail orientation

Communication & collaboration

Adaptability & process improvement

Team player with urgency

Product knowledge (eMoney)

Education

Bachelor's degree or equivalent

Tools

Salesforce

Power BI

Docebo

Job description

eMoney Advisor seeks a Senior Client Service Operations Specialist to support daily operational processes, systems, and reporting for the Client Service organization. You will coordinate cross-functional tasks, guide staff, and leverage data to deliver accurate reporting and operational support.

You will administer CRM, LMS, and BI tools, maintain configurations, and drive continuous improvement while mentoring other team members.