Operations Specialist

General Info: No C2C, must be on W2

U.S. Citizens or Green Card Holders only

No Sponsorship Available

Overview

We are seeking a detail-oriented and proactive Operations Specialist to support and optimize day-to-day operational processes within a fast-paced, production-driven environment. This role is responsible for ensuring accuracy, compliance, and efficiency across operational workflows, with a strong focus on W-9 and Substitute W-9 processes.

The ideal candidate thrives in a high-volume environment, demonstrates strong analytical and problem-solving skills, and is committed to delivering high-quality service while maintaining regulatory compliance.

Key Responsibilities

• Manage and execute daily operational tasks in a fast-paced, production environment
• Support W-9 and Substitute W-9 workflows, ensuring accuracy, timeliness, and compliance
• Review, process, and resolve W-9 documentation issues in accordance with policies and regulatory requirements
• Analyze operational processes and identify opportunities for improvement
• Develop and implement operational procedures and best practices
• Prepare and present operational reports to management
• Provide high-quality customer service and respond to inquiries as needed
• Stay current on relevant regulations, policies, and industry best practices
• Manage multiple priorities while maintaining strong attention to detail and organization

Required Skills & Experience

• Strong analytical and problem-solving skills, particularly in operational or compliance-focused environments
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, high-volume setting
• High attention to detail and strong organizational skills
• Proactive, solution-oriented mindset with a focus on continuous improvement
• Ability to work independently and collaboratively within a team

Preferred Qualifications

• Experience supporting tax documentation processes (e.g., W-9, Substitute W-9)
• Background in financial services, operations, or regulated environments
• Experience with compliance-driven workflows and documentation review
• Familiarity with operational reporting and process improvement initiatives

Ideal Candidate Profile

The ideal candidate is passionate about problem-solving and enjoys working in a structured, operational environment. They are adaptable, detail-oriented, and capable of navigating complex scenarios while ensuring compliance, accuracy, and a positive service experience.

About SBS Creatix

SBS Creatix is a trusted staffing and consulting firm delivering high-quality talent to enterprise clients nationwide. We are known for our personalized approach, strong client partnerships, and commitment to placing professionals in roles where they can grow and make an impact.