Customer Operations Specialist
FormaEmployee Benefits company
TaiwanMid
Ribbit Capital
Emergence Capital
Stripe
Designer Fund
Upside Partnership
AngelPad
Operations & Strategy
About the role
TL;DR
Manage client file processing and payroll reporting for Forma's File Operations team.
- •Manage the operational lifecycle of client file processing and payroll reporting for Forma's File Operations team.
- •Key Responsibilities Own daily file operations, including client file processing, payroll reporting, data validation, and operational support.
- •Investigate operational discrepancies, identify root causes, and drive timely resolutions.
- •Support client implementations, ongoing operational requests, and production issue resolution.
- •Lead operational projects and drive product enhancement initiatives by identifying improvement opportunities, defining operational requirements, and partnering with cross-functional teams to deliver scalable solutions.
- •Continuously improve operational processes by identifying workflow improvements, standardization opportunities, and automation initiatives.
- •Requirements Bachelor's degree or equivalent work experience preferred.
- •Excellent written and verbal English communication skills.
- •Experience working in a fast-paced tech startup and fully remote environment is preferred, with the ability to collaborate effectively across time zones and work with global teams.
- •Experience in employee benefits is a strong plus.
- •Proven ability to build new processes and deliver end-to-end projects with minimal supervision.
- •Strong independent and data-driven thinking, with the ability to break down ambiguous goals and analyze operational metrics.
- •Flexibility to coordinate with global teams, and occasional peak-period monitoring.
Required skills
Customer Service
Nice-to-have skills
Project Management
Domain expertise
fintech
Benefits & perks
Remote-first working environment, MacBook, $100 USD/mo - BeWell funds, $300 USD - One time subsidy to build your home office, $2000 USD/year - BeHealthy funds