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Operations Coordinator jobs in United States
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Milestone Business Solutions Inc. · 1 day ago

Operations Coordinator

positionCarmel, IN
timeContract
remoteHybrid
seniorityEntry, Mid Level
date2+ years exp
Milestone Business Solutions Inc. is a rapidly growing professional services firm that provides Outsourced Accounting and HR services to small and medium-sized businesses. They are seeking a detail-oriented Operations Support Specialist to support client engagement and internal processes, ensuring exceptional service delivery. The ideal candidate will manage client renewals, maintain data accuracy, and help set up new clients in their systems.
AccountingConsultingOutsourcingHuman Resources

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

Qualification

Operations experienceGoogle Workspace proficiencyCRM knowledgeSpreadsheet proficiencyAttention to detailStandard operating procedures

Required

Bachelor's degree in related field
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

Benefits

Competitive compensation
Benefits
Paid time away from work
Flexible work environment

Company

Milestone Business Solutions Inc.

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Fractional Accounting, CFO, & HR Services Accounting and HR are more than just necessary back-office functions.
dateFounded in 2020
location
Carmel, Indiana, USA
people-size11-50 employees
web-link
https://www.milestone.inc

Funding

Current Stage
Early Stage
Total Funding
$0.81M
2022-05-06Seed· $0.38M
2021-06-08Seed· $0.33M
2020-08-05Seed· $0.1M

Leadership Team

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Tom Gabbert
Founder & CEO
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Brenna Whitaker
Founder / VP of HR Services
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Recent News

SEC
Form D
2022-05-12
The Irish Times
Milestone Solutions planning to expand into Europe
2022-02-04
RTE.ie
Milestone Solutions to create 80 jobs over next 2 years
2022-02-02
Company data provided by crunchbase