Cyber Services Operations Coordinator

Cyber Services Operations Coordinator

Project Overview

Responsibilities

• Manage and triage a shared customer-facing mailbox, including routing requests, tracking follow-up actions, and maintaining accurate records.
• Coordinate client onboarding, appointments, and service requests using Microsoft Bookings and related systems.
• Maintain client, broker, and service information in Salesforce, SharePoint, mailing lists, and other approved systems.
• Support webinars, educational sessions, client events, and other service activities.
• Coordinate schedules, meetings, communications, and follow-up activities across global time zones.
• Track operational activity such as request volumes, response times, onboarding activity, outstanding actions, and recurring issues.
• Maintain process documentation, response templates, operational guidance, and shared team resources.
• Work closely with internal teams and stakeholders to ensure requests are routed appropriately and completed on time.

Requirements

• Previous experience as an Operations Coordinator, Executive Assistant, Administrative Analyst, Client Services Coordinator, or similar role.
• Experience working with Salesforce.
• Proficiency with Microsoft Outlook and SharePoint.
• Experience managing or supporting a shared customer-facing mailbox, service queue, or similar request-management process.
• Experience coordinating client appointments, onboarding, or customer service requests.
• Strong organizational skills and attention to detail.
• Strong written communication and customer-service skills.
• Ability to coordinate competing priorities and work effectively with stakeholders across multiple time zones.

Preferred Experience

• Insurance industry experience.
• External client onboarding experience.
• Experience with Microsoft Bookings.
• Experience coordinating webinars, client events, or service programs.
• Experience supporting globally distributed teams.

Top Skills

1. Operations and administrative coordination
2. Salesforce
3. Client onboarding and scheduling
4. Shared-mailbox/request management
5. Stakeholder communication and follow-through

Tools & Technologies

• Salesforce
• Microsoft Outlook
• Microsoft SharePoint
• Microsoft Bookings
• Microsoft 365