Operations Coordinator jobs in United States
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Generis · 13 hours ago

Operations Coordinator

Generis is a consulting firm that partners with churches and faith-based non-profits to enhance their fundraising strategies. The Operations Coordinator will provide essential operational and administrative support, manage the wealth screening pipeline, and ensure smooth internal operations while supporting fundraising initiatives for churches.

EducationFunding Platform
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Growth Opportunities

Responsibilities

Manage the wealth screening pipeline, including data intake, tracking, and status updates
Compile, organize, and prepare operational and client-related data to ensure accuracy prior to sending to data screening vendors
Coordinate with consultants and vendors to ensure screening requests move efficiently through established workflows
Monitor pipeline progress, identify bottlenecks, and escalate issues as appropriate
Maintain documentation and reporting related to wealth screening activity and outcomes
Manage and maintain client and operational data, ensuring accuracy, confidentiality, and compliance with internal standards
Manage office supply and equipment ordering
Maintain the internal Team Directory with current contact information
Receive, route, and respond to incoming phone calls and general client correspondence
Manage incoming and outgoing mail, including processing client payments
Support office hospitality needs (snacks, break area supplies, meeting readiness, team lunches)
Support basic IT and systems administration, including user account creation, access management, and permissions
Assist with ongoing administration of internal systems and tools used by staff and consultants
Serve as a first point of contact for basic technology and systems issues, escalating as needed
Support data integrity and system documentation across operational platforms
Serve as the primary system administrator for HubSpot, supporting marketing, sales, and service operations through regular maintenance and configuration
Route and track consultant support requests or tickets, ensuring timely follow-up and resolution
Assist with onboarding and operational support activities for consultants as needed
Facilitate clear and effective communication between consultants and home office teams
Cross train with Senior Operations Coordinator to provide operations teams support, including contract drafting, when necessary
Manage and update internal websites as needed
Support operational initiatives and special projects as assigned
Identify opportunities for process improvement and increased efficiency
Provide on-site support at company meetings as required

Qualification

Operations ManagementData EntryCRM SystemsIT SupportExcel SkillsCustomer ServiceOffice Tools ProficiencyOrganizational SkillsProcess ImprovementCommunication Skills

Required

2-4 years of work experience in operations, administrative support, office coordination, customer service, or a related function
Because this role regularly supports church and ministry clients, candidates must be practicing Christians who are comfortable engaging with Christian leaders, faith-based language, and church culture in a professional context
Strong organizational skills and ability to manage multiple tasks with attention to detail
Reliable data entry skills and comfort working with databases, spreadsheets, and internal systems
Excellent verbal and written communication skills, with professionalism in phone and email correspondence
Ability to work independently, follow established processes, and ask questions when clarification is needed
Basic comfort with technology and ability to learn new tools quickly; experience with a CRM, ticketing system, or operational platform is a plus
Positive, service-oriented mindset and willingness to support internal team members and consultants
Proficiency in common office tools (e.g., Google Workspace or Microsoft Office)
Ability to work on-site in Johns Creek, GA and collaborate directly with team members

Preferred

Advanced Excel or spreadsheet skills, including comfort with formulas, data cleanup, filtering, and basic analysis
Experience working with a data compiler or preparing datasets for review, reporting, or vendor submission
Familiarity with CRM systems (HubSpot or similar) or other operational databases
Exposure to basic IT support, user account management, or systems administration tasks
Experience supporting remote teams or coordinating requests across multiple stakeholders

Benefits

Medical/Dental Insurance
401(k) Plan
Paid Time Off (PTO)

Company

Generis

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A team of experienced guides who walk with churches and ministries of all shapes, sizes and personalities.

Funding

Current Stage
Growth Stage

Leadership Team

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Frank Bealer
Strategic Counsel to CEO
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Jim Sheppard
CEO & Principal
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Company data provided by crunchbase