Operations and Data Entry Specialist

We are seeking a reliable and detail-oriented Operations and Data Entry Specialist to manage critical, recurring monthly workflows across finance, content creation, and data entry for grant reports for our client. This is a multi-faceted role that requires strong professional communication skills, excellent time management, and the ability to process complex financial transactions and data while also assisting with content strategy and creation.

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