Client Operations Specialist

As a Client-Facing Virtual Assistant at our Surat office, you will have a blended role encompassing administration, data analysis, and project coordination to support our Australian advisory client. Your primary focus will be on organizing, streamlining, and enhancing the efficiency of the client's operations. You will directly collaborate with the client and their team to optimize existing systems, streamline workflows, and drive data-driven decisions. **Key Responsibilities:** - Review, tidy, and optimize processes across Karbon, Ignition, Dext, and other connected tools. - Update and maintain templates, work items, and client setups within these systems. - Support integration projects such as connecting Karbon to Google Drive or Vinyl. - Implement updates in response to internal process or legislative changes. - Translate the client's ideas into actionable project steps and track progress to completion. - Maintain project documentation, follow up on outstanding tasks, and facilitate smooth communication between the client and the team. - Assist in implementing and documenting new systems or workflows to enhance operational efficiency. - Gather and analyze data to enhance billing accuracy, client quoting, and internal efficiency. - Prepare regular reports highlighting key trends, inconsistencies, or improvement opportunities. - Act as the primary point of contact for the Australian client, ensuring responsiveness, accuracy, and clear communication. - Provide administrative support, including updating templates, contracts, and records. - Assist in process automation and onboarding improvements through Ignition and other platforms. **Qualifications Required:** **Skills & Experience:** - Prior experience in professional services, accounting, or consulting environments. - Familiarity with workflow automation tools like Zapier and Make. - Intermediate to advanced skills in Excel/Google Sheets or other reporting tools. **Person Specification:** - Excellent written and verbal English communication skills, essential for a client-facing role. - Highly organized and detail-oriented with a structured approach to managing multiple projects. - Comfortable with and adaptable to learning new systems like Karbon, Ignition, Dext, and Google Workspace. - Strong problem-solving skills and a proactive, results-oriented mindset. - Data-minded with the ability to work with reports, reconcile information, and identify trends. - Experience in supporting Australian clients or working across different time zones is advantageous. **Additional Details:** - Good communication skills, proactive and enthusiastic learner, team player with a positive attitude, reliable, and responsible. The benefits include food provision, health insurance, leave encashment, paid sick time, paid time off, and Provident Fund.,