Client Operations Specialist

Summary

We are currently seeking a Client-Facing Virtual Assistant who will play a key role in supporting one of our Australian advisory clients. This is a blended role — part administrator, part data analyst, part project coordinator — focused on helping the client get things organised, streamlined, and running more efficiently. This is an onsite role in our Surat office.

You'll work directly with the client and their team to clean up existing systems, improve workflows, and make their operations more consistent and data-driven.

The ideal candidate will be tech-savvy, detail-oriented, and comfortable managing multiple priorities. You'll act as a bridge between the client's ideas and their implementation — helping turn big concepts into structured actions, ensuring nothing falls through the cracks.

Responsibilities

• Review, tidy, and optimise processes across Karbon, Ignition, Dext, and other connected tools.
• Update and maintain templates, work items, and client setups within these systems.
• Support integration projects (e.g., connecting Karbon to Google Drive or Vinyl).
• Implement updates when internal processes or legislation change.
• Translate the client's ideas into actionable project steps and track progress through to completion.
• Maintain project documentation, follow up on outstanding tasks, and ensure smooth communication between the client and team.
• Assist in implementing and documenting new systems or workflows to enhance operational efficiency.
• Gather and analyse data to improve billing accuracy, client quoting, and internal efficiency.
• Prepare regular reports or summaries highlighting key trends, inconsistencies, or opportunities for improvement.
• Act as a key point of contact for the Australian client, ensuring responsiveness, accuracy, and clear communication.
• Provide administrative assistance, including updating templates, contracts, and records.
• Assist with process automation and onboarding improvements through Ignition and other platforms.

Requirements

Skills & Experience

Person specification

Behaviours

Benefits

Skills Required

google sheets , make, Excel