Systems & Operations Coordinator

Job Description

REQUIREMENTS

• Associate’s or Bachelor’s degree in Business Administration, IT, Operations, or a related field
• 1–2 years of professional office experience in data management or project coordination
• High digital literacy and the ability to learn new software rapidly
• Exceptional attention to detail regarding data accuracy and legal/insurance documentation
• Strong interpersonal skills for communicating technical concepts to non-technical users

Preferred

• Hands-on experience with Smartsheet (formulas and reports) or Salesforce
• Familiarity with NetSuite or similar ERP software
• Knowledge of risk management concepts and commercial insurance terminology
• Experience with low-code automation tools like Zapier

RESPONSIBILITIES

• Conduct weekly data audits of Salesforce and Smartsheet to ensure accuracy of project statuses and financial metrics
• Support the Systems Administrator with user onboarding, offboarding, and permission management
• Oversee the Box file system hierarchy and enforce strict naming conventions and SOPs
• Coordinate the collection, verification, and tracking of Certificates of Insurance (COI) from vendors
• Build and configure project workspaces, sheets, and dashboards in Smartsheet
• Maintain the company’s digital SOP library and provide Tier 1 technical help desk support
• Monitor the performance of AI tools to ensure accurate capture of meeting intelligence and summaries

Are you interested in this position?

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