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 standardize 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.