Operations & Data Entry Associate

We are looking for a detail-oriented and mission-driven Operations & Data Entry Associate to support our Customer Success team with event operations and data management tasks. This role is essential to ensuring our continuing education events run smoothly and that our platform data stays accurate and up to date.

A typical day in this role looks like: reviewing a completed proposal form, transferring the relevant details into our registration system to build a CE event page, updating HubSpot with new registration counts, and looping in the Customer Success team via Slack if anything needs clarification. You will not be handling clinical tasks, but you will be working within systems that directly support behavioral health professionals, so accuracy and attention to detail matter greatly.

This is an internally focused, task-oriented role that operates during standard 9:00 AM to 5:00 PM business hours aligned with the US-based Customer Success team.

Key Responsibilities

Event Registration Page Creation

• Using information provided through a completed proposal form, build registration pages for CE events on the client's platform.
• Ensure all event details, including titles, dates, credit types, and descriptions, are entered accurately before publishing.
• Conduct basic quality control checks on each event setup to catch errors before they go live.

Data Entry and CRM Updates

• Update HubSpot records with information captured from the client's sites, including registration counts and event data.
• Maintain clean, consistent data across systems, flagging discrepancies when found.

Communication and Collaboration

• Communicate proactively with the Customer Success team via Slack, including asking questions when something is unclear rather than making assumptions.
• Coordinate with team members to confirm requirements and get timely feedback on tasks.
• Participate in onboarding walkthroughs and demos as needed to understand workflows before going live.

Requirements

Non-Negotiable Requirements:

These two requirements are the most critical for success in this role:

• Comfort with Slack as a primary communication tool, including the ability to ask questions proactively and follow up when needed.
• Ability to navigate and work across multiple systems simultaneously without losing accuracy or detail.

Qualifications:

Skills

• Strong attention to detail and organizational skills, particularly when working with structured data and multi-step processes.
• Ability to work independently and manage multiple tasks with competing deadlines.
• Proficiency in online tools, information retrieval, and communication platforms, including Slack.
• Experience with CRM platforms, HubSpot preferred.
• Strong written communication skills in English, particularly for async Slack-based collaboration.

Values and Attributes

• Alignment with the client's principles of trust, integrity, and patient-centric care.
• Proactive communicator who raises questions early rather than waiting when something is unclear.
• Comfortable in a task-oriented, process-driven work environment with clear SOPs.
• Eager to learn and adapt as processes evolve.

Work Setup

• Schedule: 9:00 AM to 5:00 PM, aligned with the US-based Customer Success team.
• Work arrangement: Remote.
• This role does not require clinical expertise or a background in behavioral health.

Benefits

• HMO with 1 free dependent upon hire
• Life Insurance
• 10% Night Differential
• 20 PTO credits annually
• VL and SL cash conversion
• Annual Performance-Based Merit Increases and Employee Recognition
• Great Company Culture
• Career Growth and Learning
• Work from home
• Night Shift

Disclaimer: This post is intended for candidate pooling purposes only. By submitting your application, you are expressing interest in future positions with our clients. This does not guarantee immediate employment or an offer for a specific role.