Operations Agent
Job Summary
Job Description
The Operations Agent at doola is responsible for ensuring timely and accurate processing of customer orders, from business formations to compliance filings. This involves processing orders, monitoring queues, collaborating with the Customer Service team to resolve issues, and suggesting process improvements. The agent will maintain records, update systems, and contribute to SOPs while working with cross-functional teams and participating in weekly reports. The role requires attention to detail, strong organizational skills, and a focus on delivering a great customer experience.
Must have:
- 1-3 years operations or customer support experience
- Familiarity with company formation processes or similar industry
- Highly organized and able to manage multiple tasks
- Strong attention to detail with a commitment to accuracy
- Excellent communication and collaboration skills
- Comfortable using tools like HubSpot, Notion, Slack, and Google Sheets
5 skills required
Job Details
About doola
doola is a dynamic company committed to simplifying the complexities of business formation, payment setup, compliance, taxes, and more. We empower entrepreneurs and businesses of all sizes to navigate the intricate landscape of financial and regulatory requirements with ease, allowing them to focus on what truly matters - building and growing their ventures.
About the Role The Operations Agent is a key member of the Operations team responsible for ensuring timely and accurate processing of customer orders across doola’s suite of services. This includes everything from business formations to compliance filings. You’ll work closely with the Customer Service team to ensure client satisfaction, identify bottlenecks in workflows, and contribute recommendations to improve efficiency and quality.
This role is ideal for someone detail-oriented, process-driven, and passionate about delivering a great customer experience through operational excellence.
Key responsibilities
Why join us • Opportunity to work with a dynamic and innovative company at the forefront of the industry. • Collaborative and supportive team environment with opportunities for growth and development. • Competitive compensation package with insane opportunity for growth.
Our values and non-values • Establishing team values is critical. We believe it’s equally essential to identify team non-values. We’re stronger in driving our mission home with both values and non-values taken into account. Note: Our goal in sharing these up front and transparently is to be as straightforward with people as possible. Our goal is not to be combative in our language; it’s to be straightforward. • Action Item: If you read these values and non-values and get more fired up about working at doola, lets talk: https://www.doola.com/careers/
If you are passionate about helping businesses succeed and thrive, and you possess the skills and experience outlined above, we want to hear from you. Join us at doola and be part of a team dedicated to simplifying the path to business success.
doola is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
About the Role The Operations Agent is a key member of the Operations team responsible for ensuring timely and accurate processing of customer orders across doola’s suite of services. This includes everything from business formations to compliance filings. You’ll work closely with the Customer Service team to ensure client satisfaction, identify bottlenecks in workflows, and contribute recommendations to improve efficiency and quality.
This role is ideal for someone detail-oriented, process-driven, and passionate about delivering a great customer experience through operational excellence.
Key responsibilities
- Process customer orders and service requests accurately and on time, ensuring all required information is complete
- Monitor order queues and prioritize tasks to meet internal SLAs and customer expectations
- Collaborate with the Customer Service team to resolve customer issues and escalate complex cases when necessary
- Identify inefficiencies in workflows or recurring issues and propose process improvements
- Ensure timely follow-ups on pending customer orders or required documentation
- Maintain accurate records and update internal systems to reflect order status and key customer information
- Assist in creating and maintaining internal SOPs and documentation for order processing
- Collaborate with cross-functional teams (Product, Engineering, Tax, etc.) to ensure smooth hand-offs and continuous improvement
- Participate in weekly team reporting and help track key operations metrics like Time to Fulfillment and Order Fulfillment Rate
- Support the launch of new services by integrating them into existing operational processes
- 1–3 years of experience in an operations, fulfillment, or customer support role (experience at a startup is a plus)
- You’re familiar with company formation processes or have worked in a similar industry
- Highly organized and able to manage multiple tasks and priorities in a fast-paced environment
- Strong attention to detail with a commitment to accuracy and quality
- Excellent communication and collaboration skills—comfortable working across teams
- Comfortable using tools like HubSpot, Notion, Slack, and Google Sheets
- A self-starter who takes ownership and is always looking for ways to improve how things are done
- Passion for helping customers and being part of a mission-driven team
Why join us • Opportunity to work with a dynamic and innovative company at the forefront of the industry. • Collaborative and supportive team environment with opportunities for growth and development. • Competitive compensation package with insane opportunity for growth.
Our values and non-values • Establishing team values is critical. We believe it’s equally essential to identify team non-values. We’re stronger in driving our mission home with both values and non-values taken into account. Note: Our goal in sharing these up front and transparently is to be as straightforward with people as possible. Our goal is not to be combative in our language; it’s to be straightforward. • Action Item: If you read these values and non-values and get more fired up about working at doola, lets talk: https://www.doola.com/careers/
If you are passionate about helping businesses succeed and thrive, and you possess the skills and experience outlined above, we want to hear from you. Join us at doola and be part of a team dedicated to simplifying the path to business success.
doola is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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