What are the responsibilities and job description for the Operations Specialist position at i3 Verticals?
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Assisting with the coordination and management of daily operational activities.
- Serve as a point of contact for internal stakeholders regarding operational inquiries and requests.
Customer Contracts & Onboarding:
- Assembly and preparation of standard templated forms/contracts, routing for signatures, and archival of contracts.
Customer Maintenance:
- Administrative duties for activation/deactivation of customer accounts.
- Routing of general inquiries (emails, mail) to correct departments.
Operations and Financials:
- Assist in maintaining equipment and IT needs.
- Reconciling user license needs and counts within software platforms and with external vendors.
- Ensuring timely review of operational costs and contract renewals.
- Light bookkeeping and data entry as needed.
Project Coordination:
- Light project management for key internal projects.
- Coordinate project timelines, milestones and deliverables ensuring adherence to project schedules.
MINIMUM QUALIFICATIONS (EDUCATION AND EXPERIENCE):
The successful candidate must have:
- 3 Years of experience in administrative assistance, office management and/or project management.
- Proficient organizational and communication skills with the ability to manage multiple tasks and priorities simultaneously.
- Internal and external customer-centric mindset. Ability to collaborate and work across teams and levels within an organization.
- Solid financial acumen and understanding of billing/bookkeeping foundations.
- Proficient in Microsoft product suite including Word, Excel, PowerPoint, etc. with abundant experience in Excel and other spreadsheets.
PREFERRED QUALIFICATIONS (EDUCATION AND EXPERIENCE):
- Associate degree in related field.
- Experience in the healthcare industry (billing, practice management, insurance) is a plus.
- Knowledge of healthcare industry regulations and compliance standards a plus.
- Experience in the software industry is a plus.
- Prior experience with or knowledge of project management tools and software applications is a plus.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice
.Not currently recruiting from California, Colorado, Connecticut, Maryland, Nevada, New Jersey, Ohio, Rhode Island, Washington, or New York
