Milestone. Inc
Are you a creative problem solver?
A creative problem solver?
Motivated by helping others achieve their vision?
Comfortable not taking yourself too seriously?
If so, we’d love to meet you.
About Us Milestone is a rapidly growing professional services firm that provides Outsourced Accounting and HR services to small and medium-sized businesses. We are headquartered in Indianapolis but have a national footprint. Our team members are talented, committed, and fun-loving. Our culture is collegial and supportive, and we don’t believe in office politics.
About the Position We are seeking a detail-oriented, full-time, Operations Support Specialist to join our growing professional services firm. This role will be critical in supporting our client engagement lifecycle and internal systems and processes. The ideal candidate thrives on organization, accuracy, and repeatability to deliver exceptional service to our clients and team.
This position requires 2 - 3 days per week in our Carmel, Indiana office during an initial training period. After training, this position can be in-office, or hybrid. Responsibilities:
Manage client renewal process to ensure timely and accurate contract extensions
Coordinate client system access provisioning and de-provisioning for internal team members
Maintain data accuracy and completeness in our HubSpot CRM system
Set up and configure new clients in Karbon workflow management tool
Create and administer Google Groups for internal collaboration and client engagement
Establish and organize Google Drive folder structures for each client engagement
Manage 1Password vault setup and user access controls
Develop client meeting presentation materials using Google Slides
Qualifications:
Associate's or Bachelor's degree
2+ years of experience in an operations, administration or coordinator role
Advanced proficiency with spreadsheets (Google Sheets, Excel)
Excellent working knowledge of Google Workspace apps
Familiarity with CRM and workflow management systems (HubSpot, Karbon preferred)
Strong attention to detail and accuracy in repetitive tasks
Ability to create, document and follow standard operating procedures
Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment.
Milestone is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr
A creative problem solver?
Motivated by helping others achieve their vision?
Comfortable not taking yourself too seriously?
If so, we’d love to meet you.
About Us Milestone is a rapidly growing professional services firm that provides Outsourced Accounting and HR services to small and medium-sized businesses. We are headquartered in Indianapolis but have a national footprint. Our team members are talented, committed, and fun-loving. Our culture is collegial and supportive, and we don’t believe in office politics.
About the Position We are seeking a detail-oriented, full-time, Operations Support Specialist to join our growing professional services firm. This role will be critical in supporting our client engagement lifecycle and internal systems and processes. The ideal candidate thrives on organization, accuracy, and repeatability to deliver exceptional service to our clients and team.
This position requires 2 - 3 days per week in our Carmel, Indiana office during an initial training period. After training, this position can be in-office, or hybrid. Responsibilities:
Manage client renewal process to ensure timely and accurate contract extensions
Coordinate client system access provisioning and de-provisioning for internal team members
Maintain data accuracy and completeness in our HubSpot CRM system
Set up and configure new clients in Karbon workflow management tool
Create and administer Google Groups for internal collaboration and client engagement
Establish and organize Google Drive folder structures for each client engagement
Manage 1Password vault setup and user access controls
Develop client meeting presentation materials using Google Slides
Qualifications:
Associate's or Bachelor's degree
2+ years of experience in an operations, administration or coordinator role
Advanced proficiency with spreadsheets (Google Sheets, Excel)
Excellent working knowledge of Google Workspace apps
Familiarity with CRM and workflow management systems (HubSpot, Karbon preferred)
Strong attention to detail and accuracy in repetitive tasks
Ability to create, document and follow standard operating procedures
Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment.
Milestone is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr