Senior Client Service Operations Specialist

eMoney Advisor

Senior Client Service Operations Specialist at eMoney Advisor coordinating daily operations and supporting reporting activities. Leading CRM system management and ensuring data accuracy across cross-functional teams.

Posted 7/29/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $58,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in operational workflows, systems administration, and reporting processes, with a strong focus on data accuracy and continuous improvement. Proficient in managing CRM systems and enterprise platforms to enhance operational efficiency and support training initiatives.

Highest-signal resume keywords

Operations ManagementCRM System AdministrationReporting and BI ToolsSalesforce ExperienceProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AccuracySystem ConfigurationUser Access ManagementOperational ReportingWorkflow ManagementExcel ProficiencyDashboard CreationTraining SupportProcess StandardizationSurvey Reporting

Soft Skills

CommunicationCollaborationProblem-SolvingTraining FacilitationStakeholder Coordination

Tools & Technologies

Microsoft Office SuiteSalesforcePower BIDoceboLMS Platforms

Industry Keywords

Operational WorkflowsData IntegrityContinuous ImprovementQuote-to-Cash ProcessesLearning Program Logistics

About the role

Key responsibilities & impact

Lead and coordinate day-to-day operational workflows, processes, and cross-functional activities.
Document, maintain, and update procedures; communicate changes and support staff training.
Coordinate with internal and external stakeholders on learning program logistics, including confirmations, attendance tracking, and inquiries.
Ensure data accuracy, consistency, and adherence to established processes across systems.
Administer and support systems including CRM systems, LMS platforms, reporting/BI tools, and related tools.
Maintain system configurations, user access, documentation, and data integrity.
Support operational system updates, troubleshooting, testing, and enhancements.
Manage CRM system content, provide user training, and communicate updates.
Partner with leadership to promote efficient use of technology.
Build, maintain, and distribute recurring reports and dashboards across key systems.
Troubleshoot system and reporting issues and coordinate with internal teams or external vendors for resolution.
Support reporting for coaching, training, productivity, and operational performance.
Identify trends, efficiencies, and improvement opportunities.
Ensure reporting accuracy and resolve data discrepancies.
Recommend and lead process standardization and continuous improvement, including migrating manual work to automated solutions.
Support survey creation and reporting.
Provide operational support for quote-to-cash processes, including Salesforce quote creation.

Requirements

What you’ll need

Bachelor’s degree in Business, Information Systems, or a related field, or equivalent work experience
4+ years of experience in operations, systems, administration, reporting support, or related operational roles
Proficiency in Microsoft Office Suite, particularly Excel
Experience supporting enterprise business systems, operational reporting platforms, and learning technologies. Experience with enterprise platforms such as Salesforce, Power BI, and Docebo required.
Experience supporting dashboards, reporting processes, system configurations, workflows, and user access management required

Benefits

Comp & perks

eligible for the annual bonus program
retirement contributions
health insurance
sick leave
parental leave
paid time off