Analysis Skills, Beverages, Billing, Business-to-Business (B2B) Exchanges, Calendar Management, Communication Skills, Customer Support/Service, Customer/Client Research, Data Analysis, Data Processing, Diversity, Employee Benefits, Entrepreneurship, FTP (File Transfer Protocol), Fortune 500 Customers, Help Desk, Internet Application, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Organizational Skills, Payroll Tax, Process Improvement, Reconciliation, Startup, Transmission Protocols
Client Operations Specialist
As a result of our continued growth, we are currently looking to add a Client Operations Specialist to our dynamic and entrepreneurial tech team. This is a unique opportunity to join our team and directly impact our company's file exchange processes and partner site reporting module. As a Client Operations Specialist, you will provide 1st Tier B2B file exchange and integration support, collaborating closely with IT file exchange and payroll specialists at our Fortune 500 partners. We encourage candidates from all backgrounds to apply.
Location: Corestream is headquartered in Tampa, FL. This opening is a hybrid role and will require time in the office on a monthly basis.
Responsibilities:
- Monitor data file exchanges for completion, technical requirements, file transmission protocol, and decipher file errors.
- Invoice clients and follow up on remittance, supporting related inquiries.
- Assess and analyze data to identify billing and payment discrepancies
- Manage ticketing portals/applications to document client/provider inquiries promptly.
- Utilize MS Office tools (Word, Excel, PowerPoint)
- Plan and schedule activities associated with the processing of customer data with minimal direction.
- Develop and document process improvement initiatives to minimize data errors and increase efficiency.
- Communicate effectively, fostering positive relationships with technical and non-technical staff, both internally and externally.
- Demonstrate outstanding customer service skills with a professional, friendly, and positive attitude.
- Act as a liaison between external partners and the technical team.
Recipe for Success:
- 3+ years of experience triaging, expediting, and scheduling help desk tickets.
- 2+ years of experience with file transfer protocols.
- 3+ years of experience with MS Office Suite.
- Strong analytical and organizational skills with proven experience handling multiple client-supported activities simultaneously.
Corestream is a fast-growing, cutting-edge financial and benefits technology company. We are an industry leader in the delivery of Voluntary Benefits; our proprietary software is the engine for large, Fortune-500 companies to easily and cost-effectively offer unlimited Voluntary Benefits to its employees through payroll deduction. We have a driven, flexible, and fun team and offer competitive compensation and benefit packages. Although we are over ten years old, we still have a "start-up" culture and when we are in the office we have a casual dress code, free snacks and beverages, and Wednesday lunches are on the house. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.