CBIZ

Senior Operations Associate

CBIZ

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $65,000 - $80,000 per year

Job Level

Senior

About the role

  • Analyze and organize project data, creating clear, actionable reports primarily using Excel.
  • Prepare and design impactful business presentations and project summaries in PowerPoint for internal stakeholders.
  • Manage calendars, schedule meetings across time zones, and coordinate logistics for leadership and project teams.
  • Capture, document, and distribute meeting takeaways and action items, ensuring timely follow-up and accountability.
  • Support projects with tracking deadlines, deliverables, and milestones, ensuring all phases of projects remain on schedule.
  • Maintain and update team and client documentation, distribution lists, and shared project resources.
  • Provide administrative support for special projects, including data gathering, process documentation, and progress reporting.
  • Maintain a high degree of discretion and confidentiality in all communications and work products.
  • Contribute to a positive, solutions-oriented, and collaborative team culture.

Requirements

  • 3 years of experience as a subject matter expert
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Effective customer service skills
  • Proficient use of applicable technology
  • Ability to work in team environment as well as independently
  • Ability to analyze and prioritize multiple responsibilities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisreport creationproject managementprocess documentationdeadline trackingmilestone trackingdata gatheringbusiness presentation designExcelPowerPoint
Soft Skills
communicationcustomer serviceteam collaborationindependenceprioritizationdiscretionconfidentialitysolutions-orientedorganizational skillsaccountability
Certifications
required licensescertifications relevant to field