Operations Associate
Description
Holtara is a fast-growing force in the global ESG and sustainability landscape. We've achieved impressive growth over the past few years, and that momentum continues. Our team is international, with approximately 150 passionate individuals from the Netherlands, United Kingdom, United States, India, Spain, and South Africa. Backed by the global Apex Group, which has over 13,000 professionals and $3 trillion in assets serviced, we have the resources and expertise to make a significant impact on the world.
Our Operations Team: This team is dedicated to building and maintaining the technological foundation that empowers both internal teams and our clients. They focus on implementing efficient processes to create a smooth client journey, allowing the company to scale at its ambitious pace.
What we look for
Do you possess a passion for operational excellence and a desire to contribute to a seamless client onboarding experience? Are you a detail-oriented self-starter who enjoys tackling complex tasks and keeping multiple projects on track? If so, then the Client Operations Specialist role offers an opportunity to leverage your meticulous attention to detail and exceptional organizational skills within a dynamic environment!
The Client Operations Specialist plays a pivotal role in orchestrating a smooth and efficient client onboarding experience. As a key member of the Operations team, you will be responsible for managing and organizing incoming client requests, ensuring a timely and professional response. You will also play a central role in coordinating with various internal teams to streamline the client onboarding process.
- Handle a wide range of client requests, demonstrating strong problem-solving skills and the ability to find solutions independently. This includes managing the client billing cycle, ensuring timely and accurate invoicing.
- Onboard clients onto Salesforce, ensuring accurate data entry and system configuration.
- Manage large databases and client information, maintaining data integrity and organization.
- Support the drafting of engagement letters and facilitate internal governance procedures as part of the client onboarding
- Proactively manage relationships with internal stakeholders (e.g., Sales, Legal) to ensure seamless client onboarding, address any concerns promptly, and facilitate the contracting phase for both clients and vendors.
- Work independently with minimal supervision, demonstrating excellent organizational skills and time management abilities.
Skills Required and Qualifications
- Minimum 3-5 years of experience in a client onboarding or operations role.
- Proficiency in Salesforce is a must.
- Experience with vendor management and contracting during the client onboarding process is preferred.
- Proven ability to manage multiple tasks simultaneously and prioritize effectively.
- Excellent written and verbal communication skills with a focus on clarity, professionalism, and diplomacy.
- Experience working with large databases and comfortable manipulating data.
- Ability to thrive in a fast-paced environment and manage changing priorities effectively.
- Excellent interpersonal skills and the ability to build positive relationships with internal and external stakeholders.
- Passion for sustainability and impact.