Senior Data Services Associate

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact.
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

LET'S START WITH OUR VALUES

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE
• At the heart of great partnerships we'll always find EMPATHY

As a Senior Data Services Associate, you will execute manual workflows that power the client's B2B programs. This role sits at the core of the member experience, ensuring individuals receive timely communications that drive activation and a positive experience. You will apply your attention to detail and knowledge of internal workflows to manage member lifecycle operations, referral programs, and feature delivery while ensuring operational accuracy.

We are looking for impact-driven individuals passionate about helping Boldr grow and achieve our Purpose. We expect our team to become our ultimate partners in success by always giving 110% in everything, sharing their talents and quirks, and championing our core values: Curious, dynamic, and authentic.

• Member Lifecycle Operations: Manage enrollment and offboarding communications for individuals added or removed from weekly eligibility files.
• Referral Program Operations: Perform administrative onboarding tasks that enable teams to share special pricing with their networks.
• Member Feature Delivery: Provide members with value-add services such as care coordination communications and feature bundling.
• General Operational Support: Maintain clean, accurate data across systems and spreadsheets; follow SOPs precisely; escalate unclear cases to the team lead; provide timely status updates and operational reporting as required.
• Account Review & Documentation: Apply knowledge of internal workflows to review accounts and submissions, documenting feedback and outreach as needed.
• Cross-Functional Collaboration: Work with internal teams to ensure smooth execution of operational processes and continuous improvement of workflows.
• Handle a high volume of host-facing support tickets and submissions while providing friendly and efficient service

Requirements

YOU ARE…

• Curious and authentic, just like us #beboldr
• Detail-oriented with high personal accountability for accuracy.
• Organized, reliable, and comfortable handling repetitive operational tasks
• Comfortable following structured processes and documentation
• Able to work independently and meet deadlines consistently
• Team player who communicates clearly in a remote environment

YOU HAVE…

• Experience executing workflows in a customer-facing role
• Experience working with Google Sheets and internal systems
• Ability to follow structured processes and SOPs
• Prior experience in operations, customer support, or administrative roles is a plus
• Good English communication (verbal and written)
• Familiarity with GSuite (Google Docs, Sheets, and Slides)
• Bachelor's/College degree in Business, Operations, or related field (preferred but not required)
• Strong conflict resolution and problem-solving skills with the ability to work autonomously with multi-functional teams
• Strong written communication skills and knowledge to recall and coherently summarize complex issues and situations
• Motivation, drive, and a self-starting attitude
• Experience working with a fast-growing start-up
• Ability to understand customer needs and meet those needs with product knowledge
• Good time management with strong organizational skills

Benefits

• Private Health Insurance
• Work From Home
• Training & Development