Operations & Process Improvement Specialist

Operations & Process Implementation Specialist Company: EZ Marketing Team

Job Type
Full-Time | 100% Remote Schedule: Monday–Friday | U.
S. Eastern Time Business Hours Department: Operations Reports To: Senior Account Manager / Leadership Team Compensation: R$5500
- RS 5800 Monthly Salary About EZ Marketing EZ Marketing is a growing sales and marketing organization serving insurance agencies throughout the United States. Our services include telemarketing, web leads, marketing analytics, direct mail, CRM solutions, and client training. As we grow, we're investing in stronger systems, clearer processes, better onboarding, and greater accountability. A messy process does not mean you're busy. It means there is an opportunity to build a better process. We're looking for someone who believes that too.

About the Role
We're hiring an Operations & Process Implementation Specialist to transform recurring tasks, company knowledge, and existing workflows into organized, documented, repeatable systems. This is not a traditional Virtual Assistant position. We're looking for a process-minded operator who can observe how our company works, identify gaps and inefficiencies, develop and implement SOPs, manage workflows through ClickUp, improve client and employee onboarding, and create greater accountability across departments. You should be someone who sees a recurring problem and asks: "Why does this keep happening, and how can we build a process so it doesn't happen again?" Your job isn't simply to stay busy. Your job is to help the company operate better.

Key Responsibilities
Process Development & SOPs Observe and map existing company workflows. Interview team members to understand how work is actually being completed. Create clear SOPs, checklists, templates, and process documentation. Identify processes that depend too heavily on one individual. Establish process owners, backup owners, deadlines, and escalation procedures. Identify inefficiencies and recommend improvements. Maintain the company's SOP library. Ensure processes are implemented and followed—not simply documented. ClickUp & Task Management Build and maintain ClickUp as a centralized task and project-management system. Convert recurring processes into ClickUp workflows and templates. Establish clear task owners, deadlines, priorities, dependencies, and completion criteria. Create recurring tasks and automation where appropriate. Monitor overdue work and identify bottlenecks. Develop dashboards that provide leadership visibility into priorities, progress, and performance. Reduce dependency on email, chat messages, and individual memory for task management. Client & Employee Onboarding Standardize client handoffs from sale through onboarding and fulfillment. Create onboarding checklists and quality-control checkpoints. Ensure required client information is collected before campaign launch. Establish clear ownership between departments. Develop structured onboarding processes for new employees. Help ensure new team members understand company systems, responsibilities, processes, and performance expectations. Operational Accountability Identify tasks and deliverables at risk of being missed. Surface bottlenecks before they become problems. Help establish weekly and monthly operational goals. Assist leadership in developing measurable KPIs. Participate in weekly operational reviews. Recommend process improvements and automation opportunities. Follow through to ensure improvements are actually adopted by the team. Required Qualifications Fluent professional English — speaking, reading, and writing. Previous experience in operations, process implementation, project coordination, onboarding, or a closely related role. Demonstrated experience creating AND implementing SOPs and business processes. Experience with ClickUp, Asana, Monday.com, or a comparable project-management platform. Strong organizational and documentation skills. Excellent attention to detail. Strong problem-solving and critical-thinking skills. Ability to manage multiple projects and priorities. Ability to work independently without constant direction. Comfortable communicating across departments and respectfully holding others accountable. Previous experience working remotely with distributed teams. Stable, reliable internet and professional remote work environment. Strongly Preferred Advanced ClickUp experience or ClickUp administration.
- Marketing agency experience.
- Sales operations or customer-success experience. Client or employee onboarding experience. GoHighLevel or similar CRM experience. Experience developing dashboards and operational reporting. Process mapping and workflow automation experience. Experience using AI tools such as ChatGPT to improve documentation and productivity. You'll Thrive Here If... You naturally create structure where there is ambiguity. You ask questions until you understand the complete workflow, enjoy simplifying complicated processes, and follow through after implementation to make sure a system actually works. You identify problems early, bring proposed solutions when escalating issues, and understand that company knowledge should be documented and transferable—not live exclusively with one employee. This is not a basic administrative VA, calendar-management, or data-entry position. We're looking for someone capable of: Identify → Document → Implement → Test → Measure → Improve Growth Opportunity This position has the potential to develop into a larger Operations Management role as the company grows. We're looking for someone who wants to build systems, take ownership, develop leadership skills, and leave a measurable impact on how the organization operates. Our Philosophy Our next stage of growth requires more than adding people. It requires building better systems. We want employees to be valuable because of the improvements, expertise, leadership, and results they bring—not because they're the only person who knows how something works. If you enjoy taking something complicated and making it organized, measurable, teachable, and scalable, we'd like to speak with you.

Job Type
s: Full-time, Permanent Pay: R$5,500.00
- R$5,800.00 per month Application Question(s):
- Rate your English Level.

Experience:
- SOP Implementation Experience (Required)
- ClickUP/Project-Management experience (Required) Work

Location:
Remote