Client Success Operations Coordinator (1099 Contractor) REMOTE

Decisely

  • Alpharetta, GA
  • Contract
  • Full-time
  • 9 days ago
ABOUT DECISELY: Deciselyis a leader in group health insurance solutions and Insurtech industry. Ourmission is to streamline the insurance process for businesses, offeringinnovative and user-friendly software solutions. We are a remote workforce withbases in Georgia and in Utah. We are lookingfor just the right fit for our Client Success Team as Client Success Operations Coordinator – youmust be passionate about our people to join our growing team.SUMMARY:The Client Operations Project Coordinator supports the Client Success and Operations teams by assisting with project-based and process-driven tasks that enhance team performance and client satisfaction. This individual helps execute initiatives, tracks task progress, ensures CRM data accuracy, and contributes to operational audits and quality assurance. The ideal candidate is detail-oriented, resourceful, and adaptable to shifting priorities in a fast-paced environment.RESPONSIBILITIES:Project and Task Support:
  • Assist in organizing, coordinating, and executing operational and client-related projects
  • Track assigned project tasks and ensure timely follow-up with team members
  • Help prepare reports, presentations, and summaries for internal stakeholders
  • Document meeting notes, action items, and maintain up-to-date project records
CRM & Data Management:
  • Regularly update client and project records in TRAX (CRM system)
  • Assist in gathering and inputting client data for open enrollment and renewal readiness
  • Maintain data accuracy, monitor completion of task workflows, and report discrepancies
Process Documentation & QA:
  • Support quality assurance efforts through audits and data validation
  • Help maintain process documentation and contribute to the standardization of templates
  • Identify workflow issues and suggest process improvements to enhance team efficiency
Cross-Functional Collaboration:
  • Work closely with Client Engagement Managers, Specialists, and internal departments
  • Coordinate with operations and training teams on rollouts of revised procedures
  • Attend team huddles and project check-ins, providing timely task updates and support
  • Assist in onboarding setup for new hires (workspace, tech, documentation)
KEY COMPETENCIES & SKILLSCompetency AreaDescriptionCommunicationExcellent verbal and written skills, ability to interact with all levelsOrganizationStrong multitasking ability; meticulous attention to detailTime ManagementPrioritizes effectively to meet deadlines and anticipates needsTechnical ProficiencyEssential experience with MSOffice Suite (Word, Outlook, Excel, PowerPoint, Project) and comfortable using cloud-based tools and CRM platformsProblem-SolvingExercises sound judgment and resourcefulness in daily operationsProfessionalismMaintains discretion, poise and accountability in all interactionsAdaptabilityEmbraces change and thrives in a fast-paced, remote environmentCollaborationWorks well across teams and maintains a service-oriented mindsetQUALIFICATIONS/EXPERIENCE:
  • High school diploma or equivalent – college is preferred.
  • 1–3 years of experience in a project coordination, operations, or administrative support role.
  • Ability to lift packages and mail – typically up to 50 lbs.
  • Prior experience in a corporate remote setting.
  • Excellent communication, interpersonal, and organizational skills.
  • Ability to work independently and as part of a team.
  • Basic proficiency in cloud environments as well as MS Office Suite, HR software systems and scanning.
PHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:Decisely is a fast-paced high growth company with many opportunities for career advancement. The ideal applicant will not only have the necessary skills but also fit in culturally. Decisely is fun! We work hard! Expectations are high! We dress business casual/casual in the office. We offer a full set of employee benefits including medical, dental, vision, disability, life, 401(k) with up to a 4% employer match and a gym membership. Come grow with our company.

Decisely