Job DetailsJob Location: Fort Lauderdale, FL 33309Position Type: Full TimeTravel Percentage: NoneJob Shift: AnyJob Category: Admin - ClericalPosition Title: Operations Specialist - CRM
Department: Operations Center
Reports To: Operations Center Manager / Director
Location: Fort Lauderdale, FL.
Role Summary
The Operations Specialist – CRM is responsible for managing end-to-end coordination of medical transport missions, from initial client inquiry through mission completion. This role combines client engagement, sales execution, and operational coordination to ensure safe, efficient, and high-quality service delivery within a 24/7 operations environment.
Essential Duties & Responsibilities
Respond to customer inquiries in accordance with company standards and service guidelines across multiple channels, including phone, email, and other communication platforms
Generate, manage, and follow up on transport quotes to drive conversion and maintain client engagement
Schedule and confirm missions in alignment with operational feasibility and client needs
Coordinate hospital bed admissions and ensure all clinical and logistical requirements are met prior to transport
Prepare and complete all required documentation for confirmed missions
Maintain ownership of assigned cases from initial inquiry through mission completion and post-mission follow-up
Provide consistent and proactive updates to clients and stakeholders to ensure a high level of customer satisfaction
Collaborate with internal departments (Aviation, Medical, Maintenance, and Finance) to ensure seamless mission execution
Support outbound client engagement efforts, including follow-up communication and relationship management with new and existing clients
Meet or exceed assigned performance goals, including sales targets, response times, and service level standards
Utilize internal systems to accurately document and manage workflow activity
Ensure compliance with company policies, aviation regulations, and operational procedures
Perform other duties as assigned
Additional Duties & Responsibilities
Participate in client meetings, industry events, and trade shows as required
Support continuous improvement efforts related to workflows, communication standards, and operational processes
Maintain accurate, timely, and complete records across all systems and platforms
QualificationsEducation & Experience
Bachelor’s Degree preferred
Previous experience in inside sales, customer service, or client-facing operations preferred
Experience in medical transport, healthcare coordination, or aviation services strongly preferred
Demonstrated track record of achieving sales or performance targets preferred
Ability to work 12-hour shifts in a 24/7 operational environment, including evenings, weekends, and holidays on site.
Ability to travel up to 10% as needed
Skills & Competencies
Strong verbal and written communication skills with the ability to engage effectively with clients, medical professionals, and internal teams
Ability to manage multiple cases simultaneously in a fast-paced, high-pressure environment
Strong problem-solving and decision-making skills in situations with limited standardization
Ability to read, interpret, and apply operational procedures, safety guidelines, and regulatory requirements
High attention to detail with strong organizational and documentation skills
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams) and ability to learn internal systems quickly
Ability to build rapport and maintain a high level of customer service while managing complex logistics
Work Environment & Schedule
24/7 operations environment requiring flexibility to work 12-hour shifts, including nights, weekends, and holidays on site. Role may require extended periods of sitting, multitasking across systems, and handling high call/email volume