Operational Service Specialist - EZRA

Job Role: Operational Service Specialist

Location: Toronto, Canada - Hybrid (3 days in office)

Who we are

Imagine what even the world’s most exceptional organizations could achieve if all their employees were coached to be their absolute best. At EZRA, we’re on a mission to do just that. We believe that through professional coaching, people get to know themselves and their goals, weaknesses, and hang-ups. And once they know all that, they can build on the good stuff and work on the rest. This mindset applies not only to our clients but is manifested in our own EZRA family. We believe a happy team is a productive team. We want our people to care about and be proud of what they do.

About the role

We have reimagined the way EZRA supports our clients by introducing a team of specialists who are experts in all middle and back-office processes. This role will support EZRA’s Operational Excellence, Enterprise Delivery, and Finance functions – a true cross-functional partner to the business and our clients. Alongside the team, you will be responsible for executing on the success of coaching engagements from setup to completion. This is an individual contributor role reporting into the VP Operational Excellence.

What You’ll Do

1. Carry out a range of administrative tasks that help to facilitate our nominated prepay programs and credit card programs including throughout launch, reporting, and assessment.
2. Manage shared mailboxes, handling any external queries regarding the coaching offering.
3. Create and send quotes for participants’ coaching engagements.
4. Retrieve and chase Process Orders.
5. Coordinate with the Billing team to generate credit card invoices and gather credit card payment details.
6. Input participant information to intake form and coordinate with the Tech Ops team to launch participants.
7. Initial setup of Customer Portal Dashboards.
8. Provide Customer Portal access to external stakeholders and keep portal dashboards updated.
9. Follow up with coaches for triparty/stakeholder interview/observation sessions.
10. Manage licenses including switch outs, deactivations, and reallocating licenses to future launches.
11. Launch and track assessment completion for reporting purposes.

About You

1. 2+ years of experience in a back office or administrative role.
2. Strong attention to detail, able to keep many concurrent processes organized.
3. Experience working with technical systems.
4. Understand financial processes and how to manage POs and payment methods.
5. Ability to follow and document processes.
6. The ability to build collaboration locally and globally.

What we offer

1. Your own world-class coach.
2. Friends and family coaching.
3. 2 weeks' Work from anywhere.
4. Charity days.
5. Learning and Development Budget.
6. Weekly wellbeing hour.
7. Regional benefits package.

We are an equal opportunity employer committed to building a diverse team where everyone’s voice is heard and valued. We believe that embracing our differences enhances our culture and drives our success. Attracting and developing a diverse workforce that reflects the communities we serve is essential to our mission.