Operations Specialist

 LOCATION: Fully Remote - FL, IL, KS, MI, OH, PA, TX, UT, WI only

POSITION SUMMARY

The Operations Specialist’s primary focus is retrieving, reviewing, and preparing credit union member data utilizing multiple SaaS tools and quality control processes, including uploading the files for mass email deployment on a daily basis.

DUTIES & RESPONSIBILITIES

· Responsible for quickly and accurately conducting the survey send process for 15+ credit unions.

· Participate in QA process by auditing data from other Operations Service Specialists to ensure accuracy.

· Updating and checking for accurate information through Pending Sends and ClickUps tasks columns.

· Facilitate response rate collection and reporting for all clients, uploading to the MemberXP system.

· Updating current data in all websites by completing monthly Retention and File Maintenance.

· Protect client data and maintain confidentiality.

· Maintain log of hours worked by client.

· Other duties as assigned.

QUALIFICATIONS

· High school degree or equivalent.

· Attention to detail a must.

· Able to follow precise step by step procedures and stay on task.

· Able to complete daily tasks within a timely matter.

· Requires reliable internet service and a dedicated workspace with no distractions.

· Strong computer skills with extensive work experience using Microsoft Office (Word and Excel) required.

· Valid driver’s license required.

TRAVEL

Position may require light travel as needed to support clients and/or attend company events. 

SUPERVISORY RESPONSIBILITIES

No supervisory responsibilities

Total Rewards: We offer a comprehensive and competitive benefits package designed to support your well-being and work-life balance:

Health Coverage: Medical, dental, and vision insurance; short- and long-term disability; life insurance; HSA and FSA options. You don’t need health insurance? No problem! An opt-out credit will be provided to you for waiving coverage.

Retirement Savings: 401(k) plan with 5% company contribution

Paid Time Off: Vacation, volunteer time, parental leave, and holidays—including floating holidays for days that matter most to you

Compensation Rewards: Discretionary year-end bonuses and annual merit increases based on performance. In alignment with pay transparency laws and our compensation philosophy. The anticipated pay range for this position is 18.50 per hour. Actual pay will depend on experience, qualifications, and budget considerations.

Work-Life Balance: Flexible remote and hybrid work options

Professional Growth: Ongoing learning and development opportunities

Wellness & Lifestyle: Wellness programs, pet insurance, and team member discounts

Community & Connection: Opportunities to engage, connect, and make an impact

The Company Itself: Navari offers leading products and services in the areas of Martech, HR Performance and Financial Empowerment. Our company’s dedication to excellence is reflected through superior service to our longstanding clients and our trusted, renowned partners.

The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. We are an equal opportunity employer committed to diversity in the workplace. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other protected status. We welcome and encourage applications from all qualified individuals.