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Operations and Data Coordinator

Employer SeniorCare SolutionsGreenville, SC
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Job Description

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.

    Automate your job search with Sonara.

    Submit 10x as many applications with less effort than one manual application.

    Apply with SonaraApply manually
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    FAQs About Operations and Data Coordinator Jobs at Employer SeniorCare Solutions

    What is the work location for this position at Employer SeniorCare Solutions?
    This job at Employer SeniorCare Solutions is located in Greenville, SC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
    What pay range can candidates expect for this role at Employer SeniorCare Solutions?
    Employer has not shared pay details for this role.
    What employment applies to this position at Employer SeniorCare Solutions?
    The employer has not provided this information. This may be discussed during the hiring process.
    What is the process to apply for this position at Employer SeniorCare Solutions?
    You can apply for this role at Employer SeniorCare Solutions either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.