Business Operations Specialist
1 week ago
Lerch Bates is seeking an experienced administrative support professional to join our team as a Business Operations Specialist. The Business Operations Specialist supports a variety of departments with various complex administrative tasks. We are looking for individuals who have strong attention to detail and an ability to prioritize multiple urgent tasks.
Key Responsibilities- Assist project teams with technical report development and delivery, including proofreading, formatting, and ordering of reports/records, as directed.
- Update Customer Relationship Management (CRM) system, Salesforce, on a project basis to include data entry of client information, project team, and billing terms.
- Prepare, manage, and track project contracts and insurance documents from initiation through execution, including researching necessary data and completing client-provided vendor applications.
- Facilitate initial intake calls with prospective clients. Coordinate with insurance adjusters on new claim assignments.
- Develop work instructions to document current processes and procedures. Update report templates for formatting and clarity.
- Provide onboarding support to include departmental orientation, including maintenance of signature matrix, contract types, and template updates/revisions.
- Create and maintain electronic and physical project files, file disclosures/records subpoenas, scan and upload documents to project folder.
- Coordinate and book travel for team members, prepare & send travel itinerary emails.
- Provide event planning support as needed. Maintain/Renew Professional memberships/certifications.
- Act as customer service liaison for clients, facilitating and responding to requests in a timely and professional manner.
- High School Diploma or Equivalent. A Bachelor's Degree is preferred.
- 3-5 years of supportive administrative experience.
- A demonstrated ability to work in a timeline-driven setting with multiple contributors and projects.
- Previous experience reading and writing technical documents.
- Administrative experience in a small to mid-size in engineering, construction, architecture, or other professional industry preferred.
- Experience reviewing contracts, proofreading engineering reports, and reviewing certificates of insurance preferred.
- Experience with Salesforce preferred.
- Competitive Compensation
- Medical, Dental, and Vision Insurance
- Employee Stock Ownership program
- Generous PTO
- Incentive compensation bonus
- 401(k) with up to 6% employer match
- FSA and HSA
- Charitable paid time off
- Birthday Bonus
- Paid Parental Leave
- Tuition Reimbursement
- Learning and Development
Lerch Bates is 100% employee-owned. Our employee-owners bring a distinct "we own what we do" brand of technical consulting to every project and partnership. When you work with us, you join a company with an ownership mindset. Expect responsibility, service, and performance in everything we do.
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