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Business Operations Specialist
2 weeks ago
We are seeking a highly organized and detail-oriented Business Operations Specialist to join our team. The ideal candidate will provide administrative, accounting, and customer relationship support to ensure seamless daily operations.
Key Responsibilities:- Xero Bookkeeping & Accounting Management
- Maintain accurate financial records, perform daily bank reconciliations, invoicing, and expense tracking in Xero.
- Analyze financial reports and support monthly closing processes.
- Assist in payroll processing and BAS preparation (if AU-based clients).
- Customer Relationship Management
- Update and maintain client databases across CRM platforms (e.g., HubSpot, Zoho, Salesforce, Pipedrive).
- Manage lead pipelines, tag and segment contacts, and automate workflows.
- Track client interactions and generate CRM reports as needed.
- Administrative Support
- Schedule appointments, manage calendars, and send reminders.
- Draft and manage emails, documents, proposals, and internal communication.
- Coordinate tasks between departments and follow up on deadlines.
- Customer Service Excellence
- Respond to client inquiries via email, chat, or phone in a timely and professional manner.
- Provide after-sales support and follow-ups to ensure client satisfaction.
- Additional Duties
- Perform data entry, research, spreadsheet management, and reporting.
- Assist in light social media management and content scheduling (if required).
