Operations Assistant

Summary

Join Concentric, a global risk consultancy, as an Operations Assistant supporting multiple service delivery teams. This remote-work-eligible position based in Kirkland, Washington, requires accurate and timely data entry in Salesforce and Monday.com. You will coordinate with various sub-teams, review expense and customer/subcontractor invoices, and prioritize tasks to meet departmental needs. The role demands strong communication, multitasking, and time management skills, along with experience in fast-paced environments. Concentric offers excellent benefits, including comprehensive health insurance, retirement plan, paid time off, and professional development opportunities.

Requirements

• 2-3 years prior data entry and administrative experience
• Technically savvy and proficient with Google Workspace, Salesforce, & Slack
• Experience and success working in fast-paced environments with time-sensitive tasks and deadlines
• Strong interpersonal skills
• Proven experience with confidential and sensitive information
• Detail-oriented, organized, and efficient
• Excellent skills in communication (in-person and virtual), multi-tasking, and time management
• This position requires up to 10% travel

Responsibilities

• Enter data in Salesforce and Monday.com (or other similar systems for project/task management and sales order tracking) based on proposals, requests for services, and active service delivery tasks
• Ensure both accurate and timely data entry and record updating so that the automated workflows in the systems can trigger important alerts and tasks for other business units
• Coordinate with up to 16 distinct sub-teams within our service delivery team to ensure that all tasks, service orders, and sales orders are kept up to date in the critical systems daily
• As directed, review expense reports for accuracy (report matches receipts) and adherence to policy
• As directed, review customer invoices for accuracy, making sure invoices match the actual project/service delivery details
• As directed, review subcontractor invoices for accuracy based on the details of the project/service they were assigned to support
• Demonstrate a command of Salesforce & Monday.com systems utilized and ensure that information entered is consistent
• Prioritize work in a manner that addresses the needs and priorities of other departments or process owners
• Demonstrate flexibility in working with various employees and departments to both ensure timely procedural completion while demonstrating teamwork and an eagerness to help others

Preferred Qualifications

• 3+ years prior administrative experience
• Previous experience with Monday.com systems
• Previous experience supporting cross-functional teams and multiple stakeholders, including senior leaders or senior managers

Benefits

• 100% Employer-paid medical, dental, and vision benefits
• Medical selection of PPO or HDHP, including HSA employer contribution
• Medical FSA
• Dependent Care FSA
• Employer-paid insurance: life, STD, LTD, and AD&D
• 401k including employer match & immediate vesting
• 11 paid holidays
• Paid leave (vacation, sick, parental, volunteer)
• Annual Health & Wellness Benefit
• Generous Fertility/Adoption benefit
• National discount employee program
• Employee Assistance Program for personal needs
• Access to the Learning Management System