OpsArmy

Salesforce Developer

• Audit, clean, and maintain Salesforce data across accounts, contacts, and opportunities
• Identify and eliminate duplicate records and data inconsistencies
• Standardize CRM fields, naming conventions, and pipeline structures
• Support post-merger CRM consolidation and cleanup initiatives
• Create and configure Salesforce objects, custom fields, and workflows
• Implement ICP segmentation and customer structure frameworks
• Improve pipeline hygiene and reporting for sales leadership
• Optimize CRM processes to ensure data accuracy and usability
• Partner with the GTM Operations Lead to execute operational strategies
• Support revenue forecasting, planning, and performance reporting
• Build and maintain dashboards and operational metrics
• Continuously improve CRM workflows to support revenue accuracy
• Document CRM processes and standard operating procedures (SOPs)
• Enforce consistent CRM usage across sales teams
• Assist with ad-hoc RevOps and sales operations initiatives

Customer Support

• Revisar y clasificar transacciones que no pueden ser procesadas automáticamente
• Conciliar libros mensuales para cuentas de clientes asignadas
• Identificar y señalar transacciones inusuales o cuestionables
• Asegurar una codificación precisa basada en las pautas estándar contables y del IRS
• Gestionar aproximadamente 5–6 cuentas de clientes por especialista
• Responder a consultas de clientes sobre transacciones y asuntos contables a través de plataformas de soporte
• Realizar consultas breves (por correo electrónico o teléfono) para aclarar detalles de transacciones
• Mantener un estilo de comunicación empático y profesional
• Manejar casos que requieren comunicación repetida para precisión
• Revisar el trabajo contable antes del cierre mensual
• Asegurar el cumplimiento de estándares y procedimientos contables
• Escalar problemas complejos cuando sea necesario
• Documentar interacciones y actualizaciones de clientes en el sistema de soporte
• Seguir flujos de trabajo internos y procedimientos contables
• Mantener registros financieros organizados para fines de auditoría y seguimiento

Bookkeeping, Customer Support Specialist

Bookkeeper

• Review and categorize transactions that cannot be automatically processed
• Reconcile monthly books for assigned client accounts
• Identify and flag unusual or questionable transactions
• Ensure accurate coding based on standard accounting and IRS chart of accounts guidelines
• Manage approximately 5–6 client accounts per specialist
• Respond to client inquiries regarding transactions and bookkeeping matters via support platform
• Conduct brief consultations (email or phone) to clarify transaction details
• Maintain an empathetic and professional communication style
• Handle cases requiring back-and-forth communication for accuracy
• Review bookkeeping work prior to monthly close
• Ensure compliance with bookkeeping standards and procedures
• Escalate complex issues when necessary
• Document customer interactions and updates in the support system
• Follow internal workflows and bookkeeping procedures
• Maintain organized financial records for audit and tracking purposes

Bookkeeping Operations Specialist

Security Engineer

• Review and complete customer security questionnaires (e.g., SIG, CAIQ, VSA, and custom formats) with high accuracy.
• Assist with security-related sections of RFPs and RFIs, ensuring responses are clear, consistent, and submitted on time.
• Partner with Sales, Legal, Engineering, Product, and Security to gather and confirm required information.
• Maintain a centralized, up-to-date repository of security documentation, FAQs, and standard responses.
• Learn and document security controls, processes, and certifications (e.g., SOC 2, ISO 27001).
• Support follow-up security reviews by tracking questions, clarifications, and approvals.
• Help build templates, checklists, and lightweight processes to improve future response efficiency.

Junior Security Questionnaire & Compliance Analyst

Bilingual

• Handle inbound patient intake requests for ABA services
• Collect, verify, and organize intake forms and referrals
• Communicate clearly with families regarding intake status and next steps
• Use Spanish when assisting Spanish-speaking families
• Enter and maintain accurate patient data in internal systems
• Flag missing or incorrect information that may delay services
• Coordinate with scheduling and care teams for smooth handoff
• Follow intake SOPs and maintain data accuracy standards

Behavioral Patient Intake Coordinator, Bilingual

Procurement

• Review parsed document data for accuracy and completeness.
• Validate and correct data linking between extracted fields and system records.
• Perform quality control checks to ensure document classifications, dates, vendors, and item details are correctly assigned.
• Collaborate with internal teams to refine document processing workflows.
• Assist in maintaining and improving standard operating procedures (SOPs) for document auditing.
• Identify and flag patterns of errors to improve AI-powered document parsing and linking processes.
• Support onboarding by auditing large batches of historical documents for new clients.

Procurement Specialist

Procurement and Purchase Order Processor

• Own and complete customer security questionnaires, including SIG, CAIQ, VSA, and custom formats
• Respond to RFPs and security-related RFIs, ensuring submissions are accurate, timely, and aligned with company policies
• Collaborate closely with Sales, Legal, Engineering, and Product to gather, validate, and approve responses
• Maintain a centralized repository of up-to-date security documentation and continuously refine responses as practices evolve
• Serve as a subject matter expert on the company's security posture, controls, and certifications (e.g., SOC 2, ISO 27001)
• Act as a liaison between InfoSec and prospective customers during security reviews and follow-up discussions
• Develop scalable templates and processes to streamline questionnaire and RFP responses
• Track common questionnaire themes and insights to inform internal roadmap planning and customer communications

Security & Compliance Analyst

Security Analyst

• Own and complete customer security questionnaires, including SIG, CAIQ, VSA , and custom formats.
• Respond to RFPs and security-related RFIs, ensuring submissions are accurate, timely, and aligned with company policies.
• Collaborate closely with Sales, Legal, Engineering, and Product to gather, validate, and approve responses.
• Maintain a centralized repository of up-to-date security documentation and continuously refine responses as practices evolve.
• Serve as a subject matter expert on the company's security posture, controls, and certifications (e.g., SOC 2, ISO 27001).
• Act as a liaison between InfoSec and prospective customers during security reviews and follow-up discussions.
• Develop scalable templates and processes to streamline questionnaire and RFP responses.
• Track common questionnaire themes and insights to inform internal roadmap planning and customer communications.

Information Security Analyst

• Coordinate intake for new ABA patients
• Review referrals, intake forms, and required documentation
• Communicate intake progress and requirements to families
• Maintain accurate records in intake and tracking systems
• Collaborate with internal teams to resolve intake gaps
• Use Spanish when appropriate for family communication
• Ensure intake workflows remain organized and timely

Autism Care Intake Specialist, Bilingual – Spanish, English

Autism Services Intake Specialist, Bilingual – Spanish, English

• Design, develop, and deploy Salesforce solutions using Apex, Visualforce, Lightning Web Components (LWC), and Flow
• Customize Salesforce objects, fields, page layouts, workflows, and validation rules
• Integrate Salesforce with third-party systems using REST/SOAP APIs
• Develop and maintain custom applications on the Salesforce platform
• Troubleshoot and resolve system issues, bugs, and performance bottlenecks
• Participate in requirements gathering and translate business needs into technical solutions
• Ensure best practices for security, scalability, and data integrity
• Perform unit testing and support UAT and deployment activities
• Maintain documentation for technical designs and system configurations
• Stay up to date with Salesforce releases and new features

OpsArmy

Salesforce Developer

Bookkeeping, Customer Support Specialist

Bookkeeping Operations Specialist

Junior Security Questionnaire & Compliance Analyst

Behavioral Patient Intake Coordinator, Bilingual

Procurement Specialist

Procurement and Purchase Order Processor

Security & Compliance Analyst

Information Security Analyst

Autism Care Intake Specialist, Bilingual – Spanish, English

Autism Services Intake Specialist, Bilingual – Spanish, English

Salesforce Developer

ABA Patient Intake Coordinator, Bilingual: Spanish & English

Salesforce Technical Specialist

CRM Developer, Salesforce