Operations and Data Entry Specialist
Employment Information
Job Description
Operations and Data Entry Specialist managing financial and content workflows for clients. Conducting onboarding, invoicing, payments, and drafting content using ChatGPT.
Responsibilities:
- Maintain high data integrity and precision by performing necessary data entry for financial records, grant applications, and client accounts.
- Client Onboarding: Conduct client onboarding sessions averaging 40-45 minutes per client, with an expected average of 4 clients per month
- Accounts Receivable: Manage invoicing and payment collection, process deposits and credit card payments, and handle reconciliation and follow-up on outstanding balances
- Accounts Payable: Process monthly payroll, manage vendor payments, and perform expense categorization and review
- Content Creation: Use ChatGPT to draft blog posts and repurpose blog content into LinkedIn posts, email campaigns, and other marketing materials
- Data Entry & Reporting: Primarily handle data entry and respond to emails, with minimal writing required. Manage regular program reporting, track submission deadlines, and ensure timely delivery
Requirements:
- Excellent attention to detail and data entry skills
- Strong time management and professional communication skills
- Demonstrated reliability and follow-through
- Ability to successfully handle multiple recurring monthly workflows across finance, content, and grants
- Preferred experience in the Grant Writing industry
- Proficiency with Google Suite (Drive, Gmail, Docs, Sheets, etc.)
- Experience with Motion.io and Monday.com
- Working knowledge of Zoho (Books, Timesheets, Analytics)
- Familiarity with Outlook and WhatsApp
Benefits:
- Work From Home
- Performance Bonus
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