Job Description - Administrative Professional - Operations, Data & Systems Support
Description
The Administrative Professional – Operations, Data & Systems Support plays a critical role in ensuring the operational efficiency of a growing medical services organization. This position provides comprehensive administrative, data, and systems support across internal teams and external client operations.
The role is highly detail-driven and focuses on data accuracy, onboarding support, technology systems management, and operational documentation. The ideal candidate is organized, tech-savvy, and comfortable working across multiple platforms that support the delivery of high-quality medical services.
Key Responsibilities
General Administrative & Operational Support
Perform a wide range of administrative duties, including scheduling, correspondence, filing, and document management
Prepare, edit, and format internal documents, forms, and reports
Maintain equipment inventory and coordinate purchasing with vendors
Handle confidential information with professionalism and discretion
Support internal meetings, company events, and communications
Data Entry & Data Management
Accurately enter, verify, and maintain employee, client, and operational data across multiple systems
Manage and update data within core platforms, including:
CRM systems (e.g., HubSpot, Salesforce, or equivalent)
Scheduling and workforce platforms (e.g., Deputy, Workforce)
HR and payroll systems (e.g., Employee Navigator, QuickBooks)
Conduct regular data audits to ensure accuracy, completeness, and consistency
Maintain data security and confidentiality in compliance with HIPAA and organizational policies
Cross-Departmental Administrative Support
Human Resources
Support administrative onboarding and offboarding processes
Maintain employee records, certifications, licenses, and compliance documentation
Track credential and training expiration dates
Finance & Accounting
Assist with invoice tracking, expense reports, and purchase order documentation
Maintain vendor contract records and payment schedules
Support expense reconciliation and accounting data entry
Coordinate vendor billing inquiries and payment follow-ups
Clinical Services
Support clinical operations with scheduling, documentation, and data entry
Maintain logs for medical supplies and equipment
Coordinate purchasing and inventory with vendors
Client Relations / Business Development
Support customer onboarding and maintain documentation for new and existing clients
Enter and update client records in CRM and workflow systems
Operations & Compliance
Support data collection and reporting for key performance indicators (KPIs)
Assist with operational documentation and compliance tracking
Technology & Systems Support
Serve as an administrator for business tools, managing user access and permissions
Support rollout and adoption of new technology platforms
Provide basic system support and user guidance as needed
Maintain internal process documentation and system resource guides
Qualifications
Education & Experience
3+ years of experience in administrative, data management, or operations support roles
Experience with EHR systems, CRM platforms, and scheduling software strongly preferred
Skills & Competencies
Exceptional attention to detail and data accuracy
Proficiency in Microsoft Office Suite
Strong organizational, multitasking, and follow-up skills
Excellent written and verbal communication abilities
Tech-savvy, adaptable, and quick to learn new systems
High level of professionalism, discretion, and integrity
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