Business Operations Specialist

Job Title: Operations Specialist

Location: Marietta, GA (in-person)

Job Type: Full-time (1099-NEC)

Compensation:

$4,000/month: $2,400 monthly base salary (separated into two biweekly payments) $1,600 monthly performance-based commission

Contractor acknowledges that this role is structured as a team member to business owner relationship rather than a vendor-client engagement. The Contractor will work closely with the business owner as a core part of the operational team, not as an external consultant or service provider.

About the Business

We are a growing funding broker business dedicated to empowering individuals to achieve financial freedom through credit and funding solutions. After two years of being a one-woman show, we're expanding and seeking a proactive and adaptable Operations Specialist to join the team. As the first official teammate, you'll play a pivotal role in managing client relationships, streamlining operations, and supporting our efforts to scale. If you thrive in a dynamic environment, have a passion for operations, and enjoy client success management, this is the perfect opportunity to grow alongside the business.

Key Responsibilities 

Backend Operations & Data Entry: 

• Master the funding fulfillment process from start to finish by filling out credit card, loan, and lines of credit application, facilitating conversations with banks and lenders to get each client approved for Funding.
• Document the workflow of all business fulfillment, processes, and develop internal and external training, documents, workflows, and materials for various services (Credit Repair funding fulfillment, age, corporations, trade line, fulfillment, etc.)
• Master our client management software (Go High Level) and assist in completing funding applications. 
• Transition to and adapt to the new Funding Machine system in the Zoho CRM, ensuring seamless process flow. 
• Identify bottlenecks in workflows and collaborate with the founder to implement effective solutions. 

Customer Success & Client Management: 

• Serve as the first point of contact for leads, conducting strategy calls and helping close new clients. 
• Manage the entire funding application process and ensure client success throughout. 
• Host client calls/Zoom meetings, providing personalized support. 
• Continuously monitor and improve client success journeys for smooth service delivery. 
• Prepare polished presentations for prospective clients interested in additional services. 

Event Support & Lead Generation: 

• Assist in trade show/event preparation, ensuring success in lead generation and service promotion. 
• Actively network with the founder during events to expand business reach and generate new connections. 
• Support inbound lead generation through calls, emails, and social media, as per training and mentorship. 
• Collaborate on lead generation strategies after backend processes are streamlined. 

General Assistance: 

• Serve as the owners right hand in managing operations and training future team members
• Handle miscellaneous tasks as needed to ensure smooth business operations. 

Ideal Candidate Profile 

You are: 

• A Quick Learner: Able to navigate new systems and adapt quickly to evolving needs. 
• An Adaptable Multi-Tasker: Comfortable wearing multiple hats, juggling various responsibilities and priorities. 
• Client-Centered: Passionate about delivering exceptional service in client-facing roles. 
• Process-Oriented: Skilled at identifying inefficiencies and implementing streamlined workflows. 
• Detail-Oriented and Organized: Ensuring no detail is overlooked while managing tasks efficiently. 
• A Strategic Thinker: Excited to brainstorm and execute strategies that drive growth. 
• A Team Player: Willing to contribute across all areas with a collaborative attitude. The Know-how to support higher ups and scaling solopreneurs.
• Tech-Savvy: Comfortable with learning tools like Go High Level (GHL) and CRM platforms. 
• Proactive and Resourceful: Able to anticipate needs, propose solutions, and take initiative. 
• Entrepreneurial Spirit: Ready to wear multiple hats and contribute to the business’s growth. 
• Works well under pressure. Resilient. Have a “We’ll figure it out and make it work” mindset.

Qualifications 

Preferred: 

• Project management, system/operation, customer success management background
• Credit Repair, banking relationship manager, or sales background. 
• Experience with solopreneurs or small businesses building processes from the ground up. 
• CRM background specifically in Zoho or GoHighLevel
• Background in sales and lead generation. 
• Strong communicator, has a lived experience of the US credit and banking system

Required: 

• Experience in client success, operations, or administrative roles. 
• Strong verbal and written communication skills. 
• Basic proficiency in CRM tools and willingness to learn new systems. 
• General familiarity with the credit or funding industries. 
• Have a natural skill for organization and how to add structure to a growing business.

Objectives for the Role 

• Manage client fulfillment at the highest standard and train future team members. 
• Become an expert in backend operations and customer success to advise on team growth and process improvements. 
• Create training documents and workflows for future team members.
• Assist at in-person events to network and generate leads. 
• Take on smaller tasks as needed, contributing to overall business success. 

Why Join? 

• Be a key player in a rapidly growing, purpose-driven business. 
• Competitive monthly commission structure. 
• Gain hands-on experience across various business operations. 
• Opportunity to shape the business’s processes and grow with us. 

How to Apply:

• Attach your resume and a brief cover letter explaining why you’d make a great fit!