Client Operations Analyst

Bill Alexander Ford Lincoln•Miami, FL

12h•Remote

About The Position

We are seeking a detail-oriented and analytical Client Operations Analyst to support and enhance our client service operations. This fully remote role focuses on optimizing operational processes, analyzing client data, improving service delivery, and collaborating cross-functionally to ensure an exceptional client experience. The ideal candidate is data-driven, organized, proactive, and comfortable working in a fast-paced remote environment.

Requirements

Bachelors degree in Business, Finance, Economics, Data Analytics, or related field
2+ years of experience in operations, client services, business analysis, or similar role
Strong analytical and problem-solving skills
Advanced proficiency in Excel/Google Sheets
Experience with CRM systems (e.g., Salesforce, HubSpot, or similar)
Excellent written and verbal communication skills
Ability to manage multiple priorities independently in a remote environment
Analytical thinking
Attention to detail
Process improvement mindset
Client-focused approach
Strong time management
Collaboration and communication
Adaptability

Responsibilities

Analyze client operational data to identify trends, risks, and opportunities for improvement
Monitor and report on client performance metrics and KPIs
Support onboarding processes and ensure smooth client transitions
Identify process inefficiencies and recommend scalable solutions
Collaborate with Client Success, Sales, Finance, and Product teams
Investigate and resolve operational issues affecting clients
Prepare reports, dashboards, and executive summaries
Maintain accurate client records and documentation
Assist with compliance, audits, and quality assurance initiatives