Operations and Data Coordinator

Operations and Data Coordinator Greenville, SC • Hybrid • Full-Time • $23–$25/hour The Opportunity We're a growing company in the employee group benefits market looking for a technically strong Operations and Data Coordinator to own client onboarding, financial operations, reporting, and data management. Over time, this role evolves into overseeing AI-assisted workflows — a genuine growth path for someone who wants to build with technology, not just use it. This is a ground‑floor position with direct impact. You'll work closely with a small, fast‑moving team and have regular contact with employer clients and insurance brokers. You're a Strong Fit If You Have 2–4 years in a B2B operations, data, or client services role Hands‑on B2B client onboarding experience — checklists, coordination, multi‑step processes Strong financial and data analysis skills, including transforming raw data into clean formats Active use of AI tools (ChatGPT, Claude, or similar) in a professional context A history of improving processes, not just following them Advanced Excel skills: financial modelling, data transformation, VBA or Python Benefits, insurance, or financial services experience is a plus, not a requirement What You’ll Do Client Onboarding (your primary focus — ~60% of your time) Onboard new employer clients end‑to‑end: presentations, checklists, data setup, system configuration Transform and standardise client data files (Excel, PDF) for internal use Set up tracking codes, maintain SharePoint files, update WordPress account pages Track and report progress across all active onboardings Financial Analysis & Data Prepare custom pricing illustrations for prospective clients Perform monthly analysis to calculate savings‑share invoice amounts Audit incoming payments; maintain invoicing logs for accounting Calculate monthly partner and sales payables from contract and transaction data Reporting & Communications Produce weekly and monthly reports for management and clients Manage a monthly calendar of compliance‑approved client communications Maintain master data sets for clients, vendors, and tracking codes Process & AI Workflow Development Document and improve workflows as you run them Identify automation opportunities; help build and monitor AI‑assisted workflows Required Skills Advanced Excel — financial modelling, data transformation, VBA or Python AI tools — active user; agent‑building or monitoring experience preferred Microsoft 365 — Word, PowerPoint, SharePoint Jotform or similar workflow/form tools WordPress — page creation and updates SQL or relational database experience — a plus Compensation & Benefits

• 23–$25/hour starting, with growth as the role expands
• 300/month health benefit stipend — choose the plan that works for you

Paid time off Location In our office in Greenville, South Carolina. Schedule Full‑time, Monday–Friday, 8:00am–5:00pm EST. Why Join Us Get in early at a growing company, build things that matter, and grow your role as we scale. If you're technically sharp, embrace AI, and want work where your contributions are visible — apply below. #J-18808-Ljbffr Employer SeniorCare Solutions