Operations Coordinator

Posted Yesterday
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Columbia Falls, MT
Entry level
Fintech • Software
The Role
The Operations Coordinator will oversee the customer onboarding process, manage client interactions, coordinate training, and serve as a liaison between customers and internal teams. Responsibilities include resolving customer issues, maintaining documentation, and collaborating with sales and development teams to ensure customer needs are met.
Summary Generated by Built In

It's fun to work in a company where people truly BELIEVE in what they're doing!

Fullsteam is a leading provider of vertical software and embedded payments technology dedicated to helping businesses flourish by providing their customers with seamless experiences. With a dynamic and growing team of 1,700 employees, we are committed to driving innovation and delivering best-in-class software and payment solutions that empower small and medium-sized businesses across numerous industries. Our purpose is to help our customers grow their businesses and delight their customers. Join us and be a part of a forward-thinking company that values growth, excellence, and the success of our clients.

Pluss Software, LLC a Fullsteam organization is seeking a highly skilled and organized Operations Coordinator to join our dynamic team. This position plays a critical role in ensuring the smooth execution of the customer onboarding process and managing ongoing client interactions post-sale. The ideal candidate will have a strong understanding of business operations, customer training, and cross-departmental collaboration, particularly between sales, development, and support teams.

As Operations Coordinator, you will be responsible for overseeing the onboarding process for new customers, ensuring they are effectively trained on our software solutions and that their needs are met promptly and efficiently. You will work closely with both internal teams (Sales, Development, and Support) and external customers to streamline operations, solve complex problems, and facilitate communication across departments.

Primary Responsibilities:

  • Act as the primary point of contact for customers during the entire onboarding journey, from initial setup to training and ongoing support.

  • Coordinate and schedule comprehensive training sessions for new customers, ensuring they are fully equipped to use our software solutions effectively.

  • Serve as the liaison between customers and internal departments, ensuring customer requests are prioritized and addressed by the appropriate teams.

  • Manage and resolve escalated customer issues, working directly with sales, development, and support teams to implement effective solutions.

  • Facilitate and track the progress of customer onboarding, maintaining clear documentation and reporting on milestones, goals, and completion statuses.

  • Create and maintain detailed customer documentation, ensuring it is comprehensive and provides all necessary information for ongoing support and follow-up.

  • Collaborate with sales and development teams to identify customer needs, provide feedback on product improvements, and ensure smooth transitions from sales to operational support.

Skills & Qualifications:

  • Strong understanding of business operations and the customer lifecycle, including customer onboarding, training, and post-sale support.

  • Proven ability to work across departments and collaborate with sales, development, and customer support teams.

  • Expertise in project management, with a demonstrated ability to manage competing priorities and timelines.

  • Excellent written and verbal communication skills, with the ability to document and present information in a clear, concise manner.

  • Proficient in Microsoft Office Suite.

  • Solid understanding of customer service principles and the ability to maintain positive, professional relationships with customers.

  • Demonstrated experience in scheduling, managing multiple tasks, and providing proactive support.

  • Previous experience in a customer-facing role, preferably in a software or technology company.

  • High school diploma or equivalent; bachelor’s degree or relevant certifications are a plus.

The ideal candidate for this role is a detail-oriented, proactive professional who thrives in a collaborative, fast-paced environment. If you have a strong understanding of business operations and are passionate about ensuring customers have a seamless and positive experience, we would love to meet you!

This is a hybrid role that will likely transition to only 1-2 days in office after the training period has completed.

Fullsteam supports an inclusive workplace that values diversity of thought, experience, and background. Fullsteam is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state, or local law.

Top Skills

Microsoft Office Suite
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The Company
HQ: Auburn, AL
130 Employees
On-site Workplace
Year Founded: 2018

What We Do

Fullsteam is a leading payments and technology company that is actively acquiring software businesses across multiple verticals. We provide our family of companies with streamlined payments infrastructure and enhanced operational support in order to increase growth and improve profitability. Backed by Aquiline Capital Partners, Fullsteam is based in Auburn, Ala.

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