Business Operations Specialist

Fleet Team•Independence, OH

1d•Onsite

About The Position

The Business Operations Specialist is responsible for managing a variety of internal operations functions to support Fleet Team. These functions cover key areas, including asset and lease management, operational reporting, equipment financing, and coordination with Corporate finance/accounting on other financial functions.

Requirements

Bachelor’s degree in a business-related field, or significant experience to justify an exception
At least 1-3 years of experience with internal operations (reporting, billing, finance, accounting, etc.) and/or project management.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) required.
Proficient in data analysis, summarizing, and reporting.
Strong problem-solving skills; ability to provide actionable insights.
Familiar with policies, procedures, and programs to enhance operations effectiveness and operational efficiency.
Highly proficient in Microsoft Excel.
Works effectively both independently and collaboratively as part of a team.
Keen attention to detail.
Exhibit effective workload management skills through efficient time utilization including managing work-in-process and documenting progress for appropriate stakeholders/management.
Strong communication (written and oral) and interpersonal skills.
Strong sense of self-responsibility, self-motivation, and willingness to learn.

Nice To Haves

Experience in a B2B service environment or fleet-related industry is highly preferred.
CRM experience preferred; Salesforce experience is a plus.
Experience with Salesforce or similar CRM/ERP platform preferred.
Intermediate skills in remaining Microsoft Office suite.

Responsibilities

Utilizes existing operational processes, workflows, and techniques to evaluate performance and provide feedback to the Fleet Team leadership.
Supports Fleet Management Services with finance-related inquiries from clients, preparing ad hoc and recurring reports as needed for specific clients.
Collects details on upcoming asset terminations from Fleet Management Services and adjusts asset records accordingly, coordinating residual value updates as necessary.
Manages off-contract asset inventory items and supports Fleet Management Services in new asset inventory management.
Prepares various billing summaries (e.g. rental, maintenance, etc.) for all clients, collaborating with the Billing & Contracts Administrator to make proper billing changes as needed.
Provides detailed reports to support asset portfolio financing with the corporate accounting team and financing partners.
Computes sales tax for unique transactions and performs basic sales tax research as needed.
Serves as backup for client billing, contract management, freight, and sales coordination functions of the Operations team.
Assists Director of Operations by providing root cause analysis and supporting general business operations needs, updating on issues, projects, and workload as necessary.
Assists with operational analysis of ongoing and future projects or programs and presents results to Fleet Team leadership.
Protects confidentiality of financial/client information and other privileged information.
Performs other duties of a similar nature as required.