Operations and Data Coordinator

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Job ID: 52730
Location: Greenville, South Carolina
Employment Type: Direct Hire
Last Updated: 42 days ago
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Role Overview

This role owns the execution and continuous improvement of client onboarding, pricing workflows, and operational data processes. Approximately 60% of the role is onboarding, with regular client interaction via email and meetings.

The focus is on running, refining, and scaling structured processes — helping transition manual workflows into more efficient, system-driven operations as the business grows. Over time, the role will evolve to include more technical and process optimization responsibilities.

 

What You’ll Own

Onboarding & Client Execution

  • Lead end-to-end B2B client onboarding using structured workflows and checklists
  • Communicate with clients, brokers, and partners via email and meetings (~1/3 of role)
  • Execute onboarding steps: data collection, system setup, documentation, and tracking
  • Manage onboarding flow through the sales ? implementation lifecycle

 

Pricing & Data

  • Own and enhance Excel-based pricing models for new accounts
  • Clean, structure, and manage data across Excel, PDFs, and internal systems
  • Maintain backend tables and ensure data accuracy across workflows

 

Process Improvement & Systems Optimization

  • Turn manual processes into scalable, repeatable workflows
  • Identify opportunities to improve efficiency through tools and system enhancements
  • Standardize processes to ensure consistency across clients and operations

 

Systems & Tools

  • Update WordPress, internal systems, and documentation
  • Use workflow tools to streamline execution and improve data flow between systems

 

What We’re Looking For

Must-Have

  • 2–4 years in operations, onboarding, or data-driven B2B roles
  • Advanced Excel (formulas, data manipulation, modeling exposure)
  • Strong understanding of how data connects across systems (relational thinking)
  • Proven ability to improve and implement processes
  • Professional communication skills with clients and partners

Nice-to-Have

  • Experience in benefits, insurance, brokerage, TPA, or HR environments
  • Exposure to process automation tools or workflow systems
  • Python or technical scripting exposure
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