Operations Support Specialist at Milestone providing outsourced Accounting and HR services. Manage client engagement lifecycle and internal systems with attention to detail and organization.
Responsibilities
Manage client renewal process to ensure timely and accurate contract extensions
Coordinate client system access provisioning and de-provisioning for internal team members
Maintain data accuracy and completeness in our HubSpot CRM system
Set up and configure new clients in Karbon workflow management tool
Create and administer Google Groups for internal collaboration and client engagement
Establish and organize Google Drive folder structures for each client engagement
Manage 1Password vault setup and user access controls
Develop client meeting presentation materials using Google Slides
Requirements
Associate's or Bachelor's degree
2+ years of experience in an operations, administration or coordinator role
Advanced proficiency with spreadsheets (Google Sheets, Excel)
Excellent working knowledge of Google Workspace apps
Familiarity with CRM and workflow management systems (HubSpot, Karbon preferred)
Strong attention to detail and accuracy in repetitive tasks
Ability to create, document and follow standard operating procedures
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