Client Operations Specialist

About the role

You will help busy business owners in roofing, restoration, and construction build and run an operational "OS" for their companies. This includes creating workflow engines, playbooks, scorecards, dashboards, meeting rhythms, and internal memo systems, and ensuring these tools are actually used.

Key responsibilities

• Own the EdgeOS rollout for assigned clients, tracking milestones and deliverables.
• Manage executive calendars and key meetings to keep leaders focused on priorities.
• Build and maintain scorecards, dashboards, playbooks, and memo systems, driving their adoption.
• Track progress, follow up on action items, and hold stakeholders accountable to the plan.
• Communicate directly with clients to clarify expectations, gather information, and maintain momentum.

Required profile

• Strong ownership mindset – you find ways around blockers without waiting.
• Systems thinking – you turn chaos into structured steps and checkpoints.
• Professional presence – you can hold the line with busy owners as a trusted right‑hand.
• Calm under pressure and receptive to feedback.
• Clear, direct communication style.
• Advanced English (C1+) with confident written and verbal skills.
• Proactive, organized personality and long‑term reliability.

Required skills

• Advanced English (C1+).

What we offer

• Full training on the EdgeOS system and industry‑specific estimating and claims skills.
• Growth opportunity for early‑to‑mid‑career professionals.