Operations Manager - Next Churchill Business Inc. @ EMS

DISCLOSURES

The specific statements shown in each section of this job description are not intended to be all-inclusive. They represent typical elements and criteria necessary to perform the job successfully. Job responsibilities may be modified or expanded over time, and the company will inform the contractor of any such changes.

ABOUT ENTERPRISE MANAGEMENT SOLUTIONS, LLC

Enterprise Management is a full-spectrum consulting and management firm specializing in back-office operations, financial infrastructure, and executive oversight for health and human services organizations. We provide strategic support to affiliated companies through contractual partnerships, optimizing operations and maintaining compliance across multiple industries including behavioral health, primary care, real estate, supportive housing, and food service.

Our goal is to relieve mission-driven companies of administrative burden by overseeing financial and operational systems that allow leadership teams to focus on quality care and innovation.

POSITION OVERVIEW

The Operations Manager for Next Churchill Business Inc. dba My Cash Finders is responsible for managing the full operational workflow of the company’s recovery services business, including sales outreach, research, client intake, document collection, claim preparation, claim submission, follow-up, quality control, staff coordination, and management reporting.

This position oversees the team members who identify potential claims, contact potential clients, sell the company’s recovery services, collect required documents, and process claims through completion. The Operations Manager is responsible for making sure every researched lead is properly assigned, every prospect is contacted in a professional and compliant manner, every signed client file is documented, every claim is tracked, and every department works together to move files from lead discovery through recovery and file closure.

This is a leadership role for an offshore contractor placed at Next Churchill Business Inc. dba My Cash Finders through the staffing-agency contract with Enterprise Management Solutions Inc. The contractor must follow the operational standards of My Cash Finders while complying with Enterprise Management Solutions Inc.’s staffing, timekeeping, confidentiality, performance, supervision, and administrative requirements.

The Operations Manager is not merely an administrative support position. This role is responsible for managing the people, systems, reporting, and accountability structure that allows My Cash Finders to operate as a professional recovery services company. The person in this role must be organized, detail-oriented, responsive, ethical, sales-aware, and capable of supervising multiple functions at the same time.

COMPANY WEBSITE: https://enterprisemanagement.org/

COMPANY PHONE NUMBER: (667) 309-5345

HR DEPARTMENT PHONE NUMBER: (667) 400-6206 EXT 10

HR DEPARTMENT EMAIL ADDRESS: [email protected]

POSITION TITLE: Operations Manager - Next Churchill Business Inc.

ALTERNATE TITLE(S): Recovery Services Operations Manager, Claims Operations Manager and Client Recovery Operations Manager

COMPANY: Next Churchill Business Inc. dba My Cash Finders through Enterprise Management Solutions, LLC

UNIT: N/A

ACCOUNTABLE TO: Managing Director of Business Services, Logistics and Ventures

ACCOUNTABLE FOR: The Operations Manager for Next Churchill Business Inc. dba My Cash Finders is responsible for managing the full operational workflow of the company’s recovery services business, including sales outreach, research, client intake, document collection, claim preparation, claim submission, follow-up, quality control, staff coordination, and management reporting.

CLASSIFICATION: Independent Contractor (Non-U.S.), W-8BEN

WORK SCHEDULE: The work schedule will be assigned based on the operational needs of My Cash Finders and the staffing arrangement approved by Enterprise Management Solutions Inc. Because the company serves U.S.-based clients and works with U.S.-based management, the contractor may be required to work hours that overlap with U.S. Eastern Time.

The contractor must be available during assigned hours, attend required meetings, respond to management communications, supervise staff activity, and complete work according to assigned deadlines.

COMPENSATION RANGE: The compensation range is $5.00 to $9.00 USD per hour, depending on experience, education, communication ability, reliability, training completion, operational skill, leadership ability, and overall performance.

ANTICIPATED TRAVEL: None

SUMMARY OF POSITION RESPONSIBILITIES

The Operations Manager for Next Churchill Business Inc. dba My Cash Finders is responsible for managing the full operational workflow of the company’s recovery services business, including sales outreach, research, client intake, document collection, claim preparation, claim submission, follow-up, quality control, staff coordination, and management reporting.

This position oversees the team members who identify potential claims, contact potential clients, sell the company’s recovery services, collect required documents, and process claims through completion. The Operations Manager is responsible for making sure every researched lead is properly assigned, every prospect is contacted in a professional and compliant manner, every signed client file is documented, every claim is tracked, and every department works together to move files from lead discovery through recovery and file closure.

This is a leadership role for an offshore contractor placed at Next Churchill Business Inc. dba My Cash Finders through the staffing-agency contract with Enterprise Management Solutions Inc. The contractor must follow the operational standards of My Cash Finders while complying with Enterprise Management Solutions Inc.’s staffing, timekeeping, confidentiality, performance, supervision, and administrative requirements.

The Operations Manager is not merely an administrative support position. This role is responsible for managing the people, systems, reporting, and accountability structure that allows My Cash Finders to operate as a professional recovery services company. The person in this role must be organized, detail-oriented, responsive, ethical, sales-aware, and capable of supervising multiple functions at the same time.

SCHEDULED DUTIES AND RESPONSIBILITIES

Roles Supervised by the Operations Manager

The Operations Manager is responsible for overseeing and coordinating the following operational roles:

Recovery Services Sales Specialist

• The Recovery Services Sales Specialist is responsible for contacting potential claimants identified through company research, explaining My Cash Finders’ recovery services, building trust with prospects, overcoming objections, answering basic questions using approved language, and converting qualified prospects into signed clients.

• The Operations Manager must supervise this role closely because it is the front-end revenue-producing function of the company. The manager must ensure that sales specialists are not simply making calls, but are actively moving prospects through a structured sales and onboarding process.

• The Operations Manager is responsible for making sure Recovery Services Sales Specialists:

• Contact assigned leads quickly.

• Follow approved call scripts and communication standards.

• Explain who My Cash Finders is and why the prospect is being contacted.

• Build trust with skeptical or hesitant prospects.

• Explain the company’s contingency-based recovery service.

• Address common objections professionally.

• Avoid misleading, high-pressure, or unauthorized statements.

• Send agreements and authorization paperwork promptly.

• Follow up with undecided prospects.

• Document every call, voicemail, text, email, and outcome in the CRM.

• Move signed clients to the document and claims workflow without delay.

• The Operations Manager must also monitor sales activity, call quality, objection handling, conversion rates, signed agreement rates, follow-up discipline, and complaint escalation.

Research Specialist

• The Research Specialist is responsible for locating, reviewing, organizing, and documenting potential unclaimed funds, abandoned assets, missing funds, public-record opportunities, or other recoverable claims that may be connected to individuals, families, businesses, estates, heirs, or authorized representatives.

• The Operations Manager must ensure that research work is accurate, organized, and useful for sales conversion and claim processing. Research must be properly documented so that the sales team can understand the lead, the document team can identify what paperwork may be needed, and the claims processing team can properly prepare the claim.

• The Operations Manager is responsible for making sure Research Specialists:

• Search approved sources and databases.

• Identify possible recoverable funds or claims.

• Confirm basic claimant information where possible.

• Enter names, addresses, potential relatives, businesses, claim sources, agency information, estimated claim details, and research notes into the approved system.

• Avoid creating duplicate leads.

• Flag questionable, incomplete, or high-risk research findings.

• Assign research leads to the proper sales workflow.

• Maintain confidentiality of all information reviewed.

• Follow approved research standards and documentation procedures.

• The Operations Manager must regularly audit research files to confirm accuracy, completeness, and usefulness before leads are assigned to the sales team.

Document Specialist

• The Document Specialist is responsible for preparing, collecting, reviewing, organizing, uploading, and tracking documents required for client onboarding and claim submission. This role supports the transition from signed client to claim-ready file.

• The Operations Manager must ensure that the Document Specialist maintains complete and accurate client files. Missing documents, incorrect forms, incomplete signatures, failed notarizations, or poor file organization can delay claims and damage client trust.

• The Operations Manager is responsible for making sure Document Specialists:

• Prepare client agreements, authorization forms, and claim-related paperwork.

• Send document packets to clients when approved.

• Track whether paperwork has been sent, opened, signed, returned, notarized, or corrected.

• Follow up on missing signatures, identification documents, supporting records, and notarization requirements.

• Coordinate with notaries, mailing vendors, or internal staff when required.

• Upload documents into the correct client file.

• Use consistent file naming and document storage procedures.

• Review documents for completeness before moving the file to claims processing.

• Escalate missing, inconsistent, suspicious, or disputed documents to management.

• The Operations Manager must ensure that every signed client file has a clear document status and that no claim is submitted with avoidable missing or incorrect paperwork.

Claims Processing Specialist

• The Claims Processing Specialist is responsible for preparing complete claim packages, submitting claims to the appropriate agency or claim-holding entity, tracking claim status, responding to agency requests, and updating files until the claim is approved, denied, paid, or closed.

• The Operations Manager must supervise this function carefully because claim processing is the final operational stage before recovery and payment coordination. The manager must ensure that every submitted claim is documented, trackable, and assigned a follow-up schedule.

• The Operations Manager is responsible for making sure Claims Processing Specialists:

• Review files for claim-submission readiness.

• Confirm required documents are complete before submission.

• Prepare claim packages according to agency or entity requirements.

• Submit claims through the approved method.

• Record submission date, method, tracking number, agency contact, and next follow-up date.

• Monitor agency responses.

• Respond to requests for additional documentation.

• Update claim status in the approved system.

• Escalate denied, delayed, disputed, or unusual claims.

• Maintain a complete audit trail from submission through final disposition.

• The Operations Manager must ensure that every claim has a current status, assigned staff member, next action date, and clear documentation.

Core Purpose of the Operations Manager Role

• The purpose of the Operations Manager role is to ensure that the entire My Cash Finders workflow operates with structure, accountability, speed, accuracy, and professionalism. This includes overseeing the sales team that converts prospects into clients, the research team that identifies opportunities, the document team that prepares claim-ready files, and the claims team that processes claims through resolution.

• The Operations Manager must prevent operational breakdowns such as missed leads, poor follow-up, duplicate records, incomplete research, low sales conversion, missing agreements, incomplete documents, unsubmitted claims, stale claims, undocumented agency responses, client complaints, and unclear management reporting.

• The Operations Manager must always be able to answer:

• How many leads are active.

• Which leads have been assigned to sales.

• Which prospects have been contacted.

• Which prospects are undecided.

• Which prospects converted into signed clients.

• Which signed clients still need documents.

• Which files are ready for claim submission.

• Which claims have been submitted.

• Which claims are pending agency response.

• Which claims require escalation.

• Which claims have been approved, denied, paid, or closed.

• Which staff member is responsible for each file.

• What the next action is on every active file.

Primary Responsibilities

• The Operations Manager will manage the day-to-day operations of My Cash Finders and supervise the team responsible for lead research, sales outreach, document collection, claim processing, and client file management.

• The Operations Manager will ensure that all leads are reviewed, assigned, contacted, tracked, and moved through the proper workflow. The manager must ensure that the sales process is active and accountable, not passive. Recovery Services Sales Specialists must be making timely contact attempts, documenting conversations, handling objections properly, and converting qualified prospects into signed clients.

• The Operations Manager will oversee research quality and ensure that potential claims are properly documented before they are assigned to the sales team. Research Specialists must provide enough accurate information for the sales team to understand the opportunity and for the document and claims teams to proceed if the client signs.

• The Operations Manager will oversee document collection and ensure that signed clients are moved quickly into the document-completion process. Document Specialists must track agreements, authorizations, identification documents, notarized forms, supporting records, and any other paperwork required for claim submission.

• The Operations Manager will oversee claim processing and ensure that claim packages are complete, submitted properly, followed up on timely, and updated until resolution. Claims Processing Specialists must maintain accurate claim statuses and keep every submitted file moving.

• The Operations Manager will prepare reports for management, identify bottlenecks, recommend process improvements, coach staff, monitor performance, and ensure that all work is documented in the approved company systems.

Sales Oversight Responsibilities

• The Operations Manager is responsible for direct oversight of the sales-conversion workflow. My Cash Finders depend on converting researched leads into authorized clients, so the Operations Manager must ensure that sales activity is consistent, professional, and effective.

• The Operations Manager must supervise the Recovery Services Sales Specialists and ensure that they are properly trained on the company’s services, approved scripts, client questions, objection handling, follow-up procedures, and CRM documentation requirements.

• The Operations Manager must ensure the sales team understands that they are selling the company’s recovery service, not making exaggerated promises about money. Sales representatives must explain that My Cash Finders has located information suggesting that the prospect may be connected to recoverable funds and that the company can assist with the recovery process if the prospect authorizes the company to proceed.

• The Operations Manager must ensure that all sales communications are persuasive but compliant. Sales staff must not claim to be government representatives, guarantee recovery, mislead prospects, pressure vulnerable individuals, provide legal or tax advice, or make statements not approved by management.

• The Operations Manager must review sales activity regularly, including outbound call volume, contact rates, appointment rates, agreement-sent rates, signed agreement rates, follow-up completion, and conversion rates.

Research Oversight Responsibilities

• The Operations Manager is responsible for ensuring that the research function produces accurate, organized, and actionable leads. Research Specialists must follow approved research procedures and document all findings clearly.

• The Operations Manager must monitor whether research is producing viable leads and whether those leads are being properly routed to the sales team. If research quality is poor, incomplete, duplicated, or not useful for conversion, the Operations Manager must correct the issue, retrain staff, and report the concern to management.

• Research oversight includes reviewing research notes, checking source information, confirming that lead records are complete, and ensuring that sales staff have enough information to conduct informed outreach.

Document Oversight Responsibilities

• The Operations Manager is responsible for making sure signed clients are not delayed because of missing or incomplete documents. The Document Specialist must maintain clear file statuses and follow up on outstanding paperwork until each file is ready for claim processing.

• The Operations Manager must ensure that document requests are sent promptly, returned documents are uploaded quickly, forms are reviewed for completion, notarization requirements are tracked, and any deficiencies are corrected before the file advances.

• Document oversight includes monitoring document turnaround time, error rates, missing-document follow-up, file organization, and readiness for claim submission.

Claims Processing Oversight Responsibilities

• The Operations Manager is responsible for ensuring that claim files are properly prepared, submitted, tracked, and followed up until final resolution. Claims Processing Specialists must maintain accurate claim statuses, agency notes, submission records, and follow-up dates.

• The Operations Manager must make sure that submitted claims do not become stale. Every claim must have a next action date and must be reviewed on schedule. The Operations Manager must escalate claims that are denied, delayed, disputed, missing information, or otherwise outside the normal workflow.

• Claims processing oversight includes reviewing claim submission accuracy, agency follow-up compliance, response times, claim status updates, and final file closure.

Daily Responsibilities

• The Operations Manager’s daily responsibilities include reviewing new leads, assigning work, checking overdue tasks, monitoring sales activity, reviewing document statuses, checking claim follow-up dates, responding to staff questions, escalating urgent matters, and preparing a management update.

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