Milestone Business Solutions, Inc

Support client engagement lifecycle and internal systems, manage data and client onboarding processes. | Associate's or Bachelor's degree, 2+ years in operations or administration, proficiency with spreadsheets, Google Workspace, and familiarity with CRM and workflow systems. | Are you . . . A creative problem solver? Motivated by helping others achieve their vision? Comfortable not taking yourself too seriously? If so, we’d love to meet you. About Us Milestone is a rapidly growing professional services firm that provides Outsourced Accounting and HR services to small and medium-sized businesses. We are headquartered in Indianapolis but have a national footprint. Our team members are talented, committed, and fun-loving. Our culture is collegial and supportive, and we don’t believe in office politics. About the Position: We are seeking a detail-oriented, full-time, Operations Support Specialist to join our growing professional services firm. This role will be critical in supporting our client engagement lifecycle and internal systems and processes. The ideal candidate thrives on organization, accuracy, and repeatability to deliver exceptional service to our clients and team. **This position requires 2 - 3 days per week in our Carmel, Indiana office during an initial training period. After training, this position can be in-office, or hybrid.** Responsibilities: Manage client renewal process to ensure timely and accurate contract extensions Coordinate client system access provisioning and de-provisioning for internal team members Maintain data accuracy and completeness in our HubSpot CRM system Set up and configure new clients in Karbon workflow management tool Create and administer Google Groups for internal collaboration and client engagement Establish and organize Google Drive folder structures for each client engagement Manage 1Password vault setup and user access controls Develop client meeting presentation materials using Google Slides Qualifications: Associate's or Bachelor's degree 2+ years of experience in an operations, administration or coordinator role Advanced proficiency with spreadsheets (Google Sheets, Excel) Excellent working knowledge of Google Workspace apps Familiarity with CRM and workflow management systems (HubSpot, Karbon preferred) Strong attention to detail and accuracy in repetitive tasks Ability to create, document and follow standard operating procedures Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment. Milestone is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.