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Client Onboarding & Operations Specialist
Negotiable Salary
Indeed
Full-time
Onsite
No experience limit
No degree limit
79Q22222+22
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Description

**About the Company** ANAT provides administrative and operational services to businesses across the U.S. We work closely with our clients to understand their operations and build structured, efficient workflows that allow them to scale and operate smoothly. **Position Overview** The Client Onboarding \& Operations Specialist is responsible for leading the onboarding of new clients from start to finish. This role requires deep analysis of each client’s business, identifying operational needs, collecting and organizing information, designing customized processes, selecting and implementing the right tools, and ensuring ongoing follow\-up after onboarding is completed. This is a hands\-on, execution\-focused role. The goal is not just to document processes, but to make sure they actually work in real life. **Key Responsibilities** Client Analysis \& Discovery * Analyze each client’s business model, structure, and day\-to\-day operations * Identify operational gaps, risks, and improvement opportunities * Understand client needs, priorities, and expectations **Information Collection \& Structuring** * Collect all required operational, financial, and administrative information from the client * Organize information in a clear, structured, and usable format * Validate accuracy and completeness of data **Process Design \& Implementation** * Design customized operational workflows based on the client’s business * Define step\-by\-step processes that are clear, scalable, and executable * Select, set up, and document the tools needed to run each process * Ensure processes are practical and aligned with real operational constraints **Execution \& Handoff** * Execute initial processes to validate they work as designed * Train internal team members or client\-side stakeholders when required * Ensure a smooth transition from onboarding to ongoing operations **Follow\-Up \& Continuous Improvement** * Conduct periodic follow\-ups with clients after onboarding * Identify issues, inefficiencies, or changes in client needs * Improve and optimize processes over time **Required Skills \& Experience** * Strong analytical and problem\-solving skills * Ability to quickly understand different types of businesses * Experience designing and implementing operational processes * Strong organizational and documentation skills * Ability to work independently and take full ownership of tasks * Excellent communication skills (written and verbal) * Comfortable working with tools, systems, and new technologies **Preferred Qualifications** * Experience in operations, onboarding, consulting, or project management * Experience working with small to mid\-sized businesses * Familiarity with administrative, financial, or back\-office operations **What Success Looks Like in This Role** * Clients feel understood, supported, and confident after onboarding * Processes are clear, documented, and actually used * Minimal operational friction after onboarding * Ongoing improvements based on real usage and feedback Job Types: Full\-time, Contract Application Question(s): * Have you led end\-to\-end client onboarding processes (including business analysis, process design, and implementation)? * What is your hourly salary expectation in U.S. dollars? * Do you have availability to work full time during Eastern Time hours (9:00 AM to 5:00 PM ET)? * For which industries do you have experience designing and implementing workflows? Work Location: Remote

Source:  indeed View original post
Sofía González
Indeed · HR

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