- Reviews the VA task list and help create the process map and documents used by other departments to ensure successful VA and Client partnerships
- Assists Process Developers in identifying improvements that can be implemented with their current processes while creating an effective plan through the assistance of our Client-VA pairs
- Create trackers or templates based on the determined tasks that our VAs can accomplish during process mapping calls
- Completes process flows and documents for clients that will be endorsed to the Operations Team
- Reviews data and proactively look for trends that could lead to process improvements, behavioral trends, operational improvements and efficiencies
- Maintains confidentiality of client and company data without exception
- Researches on a system/tool’s interface, functions, and features to help create a master file document
- Facilitates communication and interaction between other team members, departments, or different providers’ Customer Support
- Coordinates with the Process Developers regarding the completed process documents for review
- Coordinates with the CS Support of different providers to check the process or function of a tool/ system
- Coordinates with the Operations Team regarding the completion of process materials of clients that will be endorsed to their team