Job Closed
This listing is no longer active.
Trusted local advisors enhanced by specialists nationwide. (NYSE: CBZ)
Senior Operations Associate
Location
United States
Posted
121 days ago
Salary
$65K - $80K / year
Seniority
Senior
Job Description
Senior Operations Associate
CBIZ
• Analyze and organize project data, creating clear, actionable reports primarily using Excel. • Prepare and design impactful business presentations and project summaries in PowerPoint for internal stakeholders. • Manage calendars, schedule meetings across time zones, and coordinate logistics for leadership and project teams. • Capture, document, and distribute meeting takeaways and action items, ensuring timely follow-up and accountability. • Support projects with tracking deadlines, deliverables, and milestones, ensuring all phases of projects remain on schedule. • Maintain and update team and client documentation, distribution lists, and shared project resources. • Provide administrative support for special projects, including data gathering, process documentation, and progress reporting. • Maintain a high degree of discretion and confidentiality in all communications and work products. • Contribute to a positive, solutions-oriented, and collaborative team culture.
Job Requirements
- 3 years of experience as a subject matter expert
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Ability to analyze and prioritize multiple responsibilities
Related Guides
Related Categories
Related Job Pages
More Operations Jobs
• Support the operations team by coordinating car transport services • Provide ad hoc support as needed • Collaborate with carriers, customers, and other partners • Handle phone communication with customers
• Own and manage inbound and outbound leads from first contact through closing • Structure outreach, manage follow-ups, negotiate terms, and drive conversions • Maintain a professional, organized, and conversion-focused sales process • Act as the primary point of contact for customers and key accounts • Build long-term relationships through structured communication and reliability • Coordinate customer requirements internally to ensure smooth execution • Maintain accurate CRM updates and pipeline tracking • Support pricing coordination and handover processes to operations • Identify inefficiencies in the sales funnel and propose process improvements • Work closely with operations teams, carriers, and partners to align expectations • Resolve issues proactively and ensure seamless execution post-sale • Ensure customer communication remains clear and consistent throughout the lifecycle • Take ownership of ad-hoc operational and commercial tasks • Contribute ideas to improve sales efficiency, customer retention, and overall performance
• Develop queries to identify and quantify provider data issues within the organization and assist in the development plans to resolve data issues • Provide operations teams; Contracting, Credentialing, Data Load, Directories, and Pended Claims with analysis and oversight for all provider data, workflows and processes • Act as Subject Matter Expert (SME)/Business Analyst/Data Analyst for Provider Operations team on various initiatives/special projects • Work cross functionally with Claims, Configuration, Market Reps, and Provider Operations to integrate business processes and workflows • Identify, develop, and implement reporting and/or business processes to ensure adherence to data quality, operational excellence, regulatory and compliance requirements • Develop and monitor daily metrics for staff quality, productivity, making recommendations for change as needed • Manage and conduct root cause analysis for high-level escalations that involve intensive research and resolution • Manage special projects through to resolution that may involve high dollar unpaid claims, risk of state complaint, risk of provider refusing to serve CareSource member(s), or risk of not meeting compliance requirements • Develop, document and perform testing and validation as needed for process and system changes • Serve as a primary point of contact for vendors and business partners that are sending and receiving CareSource provider data • Submit appropriate requests through the operations workflow to make updates on provider data • In collaboration with Talent Development, develop and present training modules and responsible to present to staff as needed • Perform any other job duties as requested
• Administers and/or conducts training within a functional area or unit • Provides training on procedures, services, products, computer applications, operating systems, end-user training, etc. • Conducts surveys and analyzes metrics to identify training opportunities based on projected needs, changes, and other factors • Delivers training to internal and/or external audiences on processes, service, product, computer applications, operating systems, programming and end-user training • Evaluates and organizes existing materials for effectiveness and may adjust as necessary



