Operations Specialist
Insight Global
The Operations Specialist is responsible for the continuous management of various aspects of the Evergreen project lifecycle phases. This individual plays a critical role ensuring consultant and project alignment and adherence against all divisional and company policies. The Operations Specialist will bring enhanced experience, ownership, and cross -functional leadership to our team, dedicating 20% of their time to spearheading new initiatives and/or training others in operations on best practices. WHAT YOU'LL DO Customer Billing & Invoicing Support Template setup, cadence management, invoice accuracy, PO tracking. Asset & Security Management Support Coordination of equipment, access setup and removal, and IT escalations. Alignment and adhere to with policies/procedures, incoming program risk and ongoing program delivery risk processes. Partnership with CDPs on strategy, standardization, continuous improvement and constant collaboration. Reporting & Analytics Tooling and/or dashboard creation/management/utilization, and trend analysis of information provided. Documentation and Training manuals for proper usage of developed tools. Process Ownership & Elevation Act as an indirect leader and escalation point for Operations Coordinators. Provide feedback and direction on broader operations strategy, tooling needs, and OKRs. Support training, onboarding, and knowledge transfer to team members as needed. 20% of your time will be focused on Business Operations wide initiative builds and trainings. Responsibilities will include a combination of some, or all of the responsibilities listed above. Additional duties to be assigned. WHAT YOU'LL NEED TO SUCCEED Bachelor’s Degree or equivalent experience. 5+ years of experience in Operations, Billing, Finance, or a related role Demonstrated leadership and ownership of process improvement or cross -team collaboration initiatives. Strong communication skills, including the ability to coordinate with multiple stakeholders across departments. Proficiency in Microsoft Office, and familiarity with workflow platforms (e.g., Airtable, SharePoint, Dynamics). Ability to proactively identify problems and implement structured, scalable solutions. Strong organizational and time management skills, with the ability to manage multiple concurrent priorities. A growth mindset and willingness to continuously learn and improve both personally and within the team. Proven specialized knowledge and experience in profile management, billing, risk or reporting. #J-18808-Ljbffr
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