We are building a category-defining, tech-enabled services brokerage and need operational firepower to match. At the foundation of our data pipeline are two critical inputs: census files and carrier invoices. We need a dedicated resource to own the collection of these files across 500+ clients.
This is a high-volume, low-variance role focused on precision, reliability, and timeliness. You wont be client-facing, but your work will power quoting, auditing, and eligibility processes downstream. Your sole responsibility: make sure the right files are pulled, from the right systems, at the right time.
Responsibilities:
- Log into assigned platforms (ADP, UKG, Ease, Employee Navigator, etc.) for each client
- Download weekly census files for 500 clients (~2,000/month)
- Download monthly invoices for each active carrier per client (~1,500/month)
- Upload files to our internal front end (you will be trained)
- Maintain a central tracker (Retool or Airtable-based) with:- File type (Census / Invoice)
- Client name
- Carrier (for invoices)
- Coverage week/month
- Date requested / Date retrieved
- Upload confirmation
- Follow up internally if a file is missing, locked, or fails to download
- Flag exceptions or unexpected issues (e.g., no invoice available, system error, etc.)
Requirements:
- Process-oriented and highly organized; capable of tracking 3,500+ files/month
- Comfortable logging in and navigating multiple benefits platforms (training provided)
- Reliable and fast: you do what you say youll do, every time
- Familiar with GSuite and general file management practices
- Comfortable working asynchronously with a US-based operations team
- No client communication required