Operations Assistant - 19756
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Key skills for this role
About the Role
The Purposed Parent is seeking an Operations & Client Success Coordinator to manage day-to-day administrative and client-facing tasks. This remote role involves client intake, scheduling, invoicing, and relationship management.
Key Skills for This Role
Responsibilities
- Manage the company inbox and ensure timely responses to inquiries.
- Coordinate the full intake process from initial inquiry through consultation scheduling.
- Follow up with prospective clients and re engage non responsive leads.
- Create, send, and track invoices.
- Maintain accurate client records and documentation.
- Support scheduling and calendar coordination.
- Match families with suitable specialists based on multiple factors.
- Track proposals, contracts, and client communications.
Requirements
- Previous experience in operations, client success, executive support, project coordination, or healthcare administration
- Exceptional written and verbal English communication skills
- Strong organizational and multitasking abilities
- Ability to work independently and proactively
- Proficiency with Google Workspace and modern business tools
Full Job Posting
About The Role
- The Purposed Parent is seeking an Operations & Client Success Coordinator to become the operational backbone of the organization.
- This individual will take ownership of many of the day to day administrative and client facing responsibilities currently managed by the founders.
- The role combines operations, administration, client success, intake coordination, scheduling, invoicing, and relationship management into one highly impactful position.
Key Responsibilities
- Manage the company inbox and ensure timely responses to inquiries.
- Coordinate the full intake process from initial inquiry through consultation scheduling.
- Follow up with prospective clients and re engage non responsive leads.
- Maintain a warm, empathetic, and professional communication style.
- Support families throughout the onboarding process.
- Create, send, and track invoices.
- Maintain accurate client records and documentation.
- Ensure operational processes are completed consistently and on time.
- Support scheduling and calendar coordination.
- Assist with administrative projects and operational improvements.
- Match families with the most suitable specialists based on multiple factors.
- Coordinate communication between clients and specialists.
Requirements
- Previous experience in operations, client success, executive support, project coordination, healthcare administration, or a similar role.
- Exceptional written and verbal English communication skills.
- Strong organizational and multitasking abilities.
- Ability to manage multiple priorities while maintaining attention to detail.
- Experience handling client facing communications professionally and empathetically.
- Strong follow up and relationship management skills.
- Ability to work independently and proactively.
- High emotional intelligence and customer service orientation.
- Comfortable working in a fast paced, growing business environment.
- Proficiency with Google Workspace and modern business tools.
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