Client Operations Specialist

Are You a Systems-Thinker with Meticulous Attention to Detail?

Do you love solving puzzles, refining systems, and ensuring that no detail slips through the cracks? Are you excited by repetitive tasks and energized by opportunities to streamline workflows? If you’re a disciplined, tech-savvy problem-solver who thrives on building organized systems, we’d love to meet you.

Who We Are

We’re a US-based student loan consultancy dedicated to helping borrowers take control of their financial futures. By combining cutting-edge automations with personalized guidance, we deliver real solutions to borrowers navigating overwhelming student loan debt.

As a small, remote team, we rely on systems that work flawlessly. This role is about building and maintaining those systems so our clients experience smooth, professional service, and our team operates like clockwork.

The Role
As a Client Operations Specialist, you’ll play a dual role:
- Own and execute key operational tasks like client onboarding, document management, and invoicing with flawless precision.
- Improve and optimize systems using tools like Airtable, Zapier, and other automations to make workflows faster, better, and more consistent.
- This is a perfect role for someone who thrives in detailed, disciplined work but also enjoys solving process challenges and seeing how systems connect.

What You’ll Own

1. Client Onboarding and Documentation:
- Organize and manage all client documents, ensuring accuracy and timeliness.
- Generate and prepare forms (PSLF, IDR, contracts) using Airtable automations, then manually review and send them.
- Follow up with clients to collect any missing documents or signatures.

2. System Management and Data Accuracy:
- Maintain Airtable records (our CRM + project manager) to ensure data is current, accurate, and complete.
- Cross-check call summaries, invoices, and file statuses against Google Calendar and other tools.

3. Process Optimization and Automation:
- Identify small bottlenecks and opportunities to improve workflows.
- Use tools like Airtable, Zapier, and Make to tweak and build flexible automations.

4. Invoicing and Payment Tracking:
- Monitor invoices, ensure timely follow-ups, and track overdue payments.
- Generate and share reports twice a month to keep tea ---------- mbers informed.

5. Operational Support:
- Prepare weekly and monthly reports that reflect team performance and progress.
- Work with Mariah and Roland to ensure handoffs and client workflows are seamless.

What You Bring

1. Meticulous Attention to Detail: You have a sixth sense for catching errors and take pride in completing tasks flawlessly.
2. Systems Thinker: You naturally see opportunities to improve workflows and connect tools like Airtable and Zapier to automate tasks.
3. Highly Disciplined: You enjoy repetitive work and bring a focused, consistent approach day in and day out.
4. Tech-Savvy Problem Solver: You’re comfortable experimenting with Airtable, Zapier, Make, and other tools to optimize processes.
5. Growth-Oriented Mindset: You’re looking for a role where you can make systems better, learn new skills, and grow with a team that values your contributions.

Why You’ll Love It Here

1. Systems-Driven Growth: You’ll have the opportunity to tinker, optimize, and directly impact how our operations run.
2. Mentorship from a Founder: You’ll work closely with a leader who values your ideas, precision, and growth.
3. Autonomy and Ownership: You’ll have the freedom to take initiative and improve processes without micromanagement.
4. Purpose-Driven Work: Your attention to detail will directly help borrowers achieve financial peace of mind.

Compensation and Hours
Pay Rate: $6 to $8 USD per hour, based on experience.
Full-Time: 40 hours per week.
Start Date: January 2025
Hours: Monday to Friday, 6 AM to 2 PM EST (New York Time).