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.
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
24 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
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, MondayFriday, 8:00am5:00pm 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.