How to hire an operations representative

How to hire an operations representative, step by step

Here's a step-by-step operations representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an operations representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new operations representative
• Step 8: Go through the hiring process checklist

What does an operations representative do?

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1. Identify your hiring needs

   Before you post your operations representative job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find an operations representative for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect operations representative also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list shows salaries for various types of operations representatives.

   Type of Operations Representative	Description	Hourly rate
   Operations Representative		$12-26
   Business Developer	A business developer specializes in conducting in-depth business analysis and crafting various strategies that would not just help a business grow, but also strengthen client base and brand awareness. One of their primary responsibilities revolves around identifying areas in need of improvement... Show more	$31-75
   Business Internship	In a business internship, the responsibilities will vary by the directives given by the supervising staff. However, one of the primary duties as an intern is to perform support-related tasks for the department or office where they are assigned... Show more	$12-21

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Data Entry
   • Patients
   • PowerPoint
   • Moderate Supervision
   • Outbound Calls
   • Quality Standards
   • Customer Accounts
   • Financial Controls
   • ACH
   • Processing Transactions
   • Patient Service
   • External Clients
   • Problem Resolution
   • Credit Card

   Check all skills

   Responsibilities:

   • Manage current day workflow within internal SharePoint sites.
   • Manage the SharePoint solutions for project communication and project document repository.
   • Schedule appointments and notify patients of upcoming appointments, preform billing, patient registration, medical registration and insurance verification.
   • Greet patients and parents in courteous and consumer-orient manner, check patients into scheduling system and updates computer system information.
   • Implement customer, order management, and inventory PeopleSoft modules.
   • Write test scripts for PeopleSoft update, test new software, patches, and enhancements.

   More operations representative duties

3. Make a budget

   Including a salary range in the operations representative job description is a good way to get more applicants. An operations representative salary can be affected by several factors, such as the location of the job, the level of experience, education, certifications, and the employer's prestige.

   For example, the average salary for an operations representative in Arkansas may be lower than in New York, and an entry-level engineer typically earns less than a senior-level operations representative. Additionally, an operations representative with lots of experience in the field may command a higher salary as a result.

   Average operations representative salary

   $38,127yearly

   $18.33 hourly rate

   ---

   Entry-level operations representative salary

   $26,000 yearly salary

   Updated January 19, 2026

   Average operations representative salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$52,724	$25
   2	California	$50,209	$24
   3	Maryland	$48,302	$23
   4	Pennsylvania	$45,270	$22
   5	New Jersey	$44,683	$21
   6	Wisconsin	$43,631	$21
   7	Connecticut	$41,105	$20
   8	Washington	$39,198	$19
   9	Texas	$38,883	$19
   10	Maine	$38,038	$18
   11	Illinois	$37,617	$18
   12	North Carolina	$37,513	$18
   13	Nevada	$36,678	$18
   14	Minnesota	$36,182	$17
   15	Colorado	$35,989	$17
   16	Utah	$35,696	$17
   17	Kansas	$35,301	$17
   18	Arizona	$35,262	$17
   19	Iowa	$35,115	$17
   20	Georgia	$35,043	$17

   Average operations representative salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Northern Trust	$83,883	$40.33
   2	Texas Instruments	$77,123	$37.08	2
   3	Bloomberg	$65,515	$31.50	3
   4	CrowdStrike	$64,499	$31.01
   5	BNY Mellon	$58,353	$28.05	34
   6	Santander Bank	$57,853	$27.81	1
   7	Corsair	$54,801	$26.35	3
   8	Alliant Energy	$52,540	$25.26	3
   9	Altice USA	$51,315	$24.67
   10	UGI	$49,550	$23.82	18
   11	City and County of Denver Government	$45,996	$22.11
   12	Northrop Grumman	$45,888	$22.06	9
   13	New York Life Insurance	$45,777	$22.01	8
   14	Harley-Davidson	$45,756	$22.00	2
   15	Beacon Hill Staffing Group	$45,217	$21.74
   16	PerkinElmer	$44,903	$21.59
   17	Chevron	$43,295	$20.81	3
   18	Dice	$42,583	$20.47
   19	PepsiCo	$42,269	$20.32	8
   20	Syracuse University	$42,185	$20.28	1

4. Writing an operations representative job description

   An operations representative job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of an operations representative job description:

   Operations representative job description example

   Investor Services Operations - S3Completes transfer agency operations support activities for clients of medium complexity. Reviews work of more junior colleagues. Processes distribution payments and facilitates successful completion of NAV and Rate updates on the record keeping systems. Creates fund historical data audits for validation of fund financial reporting. Monitors and reports gain and loss activity. Prepares system-generated fund settlement and other accounting reports or templates and conducts general data validation and reconciliation. Reconciles commission and 12b1 invoicing. Facilitates payment to firms and invoicing of asset managers. Researches exceptions and follows through to resolution. Facilitates federal wire, ACH, and check payments. May require escalation to a more senior team member. Establishes and maintains fund security master data for funds of moderately complex funds in accordance with department policies and procedures. May require escalation to a more senior team member. Ensures IRS deadlines for information return reporting are met. Oversees balancing of tax data and quality control of tax forms and delivery to the shareholder. Assists client with problem resolution in tax related disciplines. Performs routine tax duties by applying IRS rules and legislation to daily functions, including verification of monthly tax mocks, review of form and information return tests, final production year-end data, and timely external reporting to shareholders, IRS and states. Performs independent analysis and preparation of corrected tax forms and information returns. Assists other staff members. No direct reports. Provides guidance to less experienced transfer agency operations Support staff, as needed. Responsible for the quality and completion of own work.
   Qualifications/Preferred Experience:
   
   * Associates degree or the equivalent combination of education and experience is required.
   * 2-3 years of total work experience preferred.
   * Experience in transfer agency operations preferred.
   
   BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
   
   BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
   
   Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

   Copy this example

   

5. Post your job

   There are a few common ways to find operations representatives for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your operations representative job on Zippia to find and recruit operations representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with operations representative candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new operations representative

   Once you've selected the best operations representative candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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How much does it cost to hire an operations representative?