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Coordinator, Operations
Posted on Dec. 6, 2024
- Frankfurt Am Main, Germany
- 0 - 0 USD (yearly)
- Full Time
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
To be added to all ET through Experienced requisitions Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Are you ready for a new challenge where no day is the same?
- You enjoy working in a fast paced environment and crave variety where no day is the same
- You are highly organized, detail oriented, and enjoy supporting a team of people in order to provide top notch client service
- You want to grow professionally and develop your operational skills to build a career with endless opportunities now, for tomorrow
- Provide Quality Management (QM) team support with guidance from the Practice Ops Leader to ensure that standard operating procedures are followed for the success of the business.
- Effectively manage the internal Ops components of the Engagement Management Lifecycle (EML) that includes management of new clients and projects, the use of Salesforce, Client Acceptance Project Setup, Independence Tracking, Conflict Checks, Legal Documentation, Project Budget Application Management, Client Care Data Management Upkeep, Project Closeout, and related Reporting.
- Lead Client Delivery team members and Client Success Managers (CSM) onboarding and trainings.
- Assist Client Delivery team members and CSMs with resolving ad hoc operational support questions with a focus on internal systems, including but not limited to Salesforce, STAR, Chrome River, SharePoint, etc.
- Assist with data entry upkeep, reporting, and management of Salesforce pipeline opportunities and existing Client Care projects for budget forecasting purposes.
- Development / Management of MS Team sites and other business support portals including tools, templates, and standard operating procedures / documents utilized by teams.
- Execution and management of vendor invoices, ensuring invoices are processed through firm AP portal
- Other special projects and operational tasks may include ad hoc research, reporting, support of offices services, and special projects with guidance from the Practice Ops Leader. (e.g. system reporting, strategic initiatives to help with operational efficiency and effectiveness for internal support and client delivery)
- Minimum of three (3) years of operational support experience; prior experience in a professional services organization preferred
- Intermediate working knowledge of MS Office Suite (Outlook, Word, PowerPoint, etc.)
- Experience working with communication / presentation platforms (MS Teams, Zoom, etc.)
- Salesforce, Ignition, STAR, Chrome River, Esker, Power BI, Prostaff experience preferred
- Ability to work effectively in a team environment and with all levels
- Demonstrated analytical, organization, interpersonal, and critical thinking skills; ability to effectively prioritize obligations based on importance
- Self-starter with initiative. Ability to work independently (with overtime) when necessary
- Ability to demonstrate integrity and respect within a professional environment. Maintain a professional demeanor at all times and use discretion in preserving confidentiality when appropriate
- Excellent written and verbal communication and collaboration skills
- Keen sense of accuracy and attention to detail
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