People Operations & HR Liaison

Role: People Operations & HR Liaison

Accountability Organization: Administration
Direct Reports: CFO

Role Summary:

Key Responsibilities

• Serve as the primary internal point of contact for employees on HR-related questions (benefits, payroll, onboarding, policies, etc.)
• Act as the liaison with our PEO partner to resolve employee issues and ensure timely follow-up
• Support onboarding and offboarding processes, including coordination with the PEO
• Help communicate HR updates, benefits information, and policy changes to employees
• Track and assist with employee documentation and compliance requirements

• Serve as the internal coordinator for employee leave requests, including FMLA and other protected or company-approved leaves
• Partner with the PEO to administer leave programs in compliance with applicable laws and policies
• Guide employees through the leave process, including required documentation and timelines
• Track leave status and ensure proper communication between employees, managers, and the PEO
• Help ensure accurate coordination of leave with payroll and benefits

• Maintain organized and accurate employee records and documentation
• Assist leadership with HR-related coordination and follow-ups
• Support basic reporting and tracking related to headcount, onboarding, and employee changes
• Help ensure a smooth and professional employee experience across all touchpoints

• Retrieve and manage incoming mail (including PO box), scan and route documents appropriately
• Triage physical and digital correspondence to the correct internal teams
• Maintain document organization and filing systems (physical and electronic)
• Support light office management needs to keep day-to-day operations running efficiently

Qualifications & Experience

• 2–5 years of experience in HR coordination, office management, or administrative operations
• Experience working with or alongside a PEO strongly preferred
• Strong organizational skills with high attention to detail
• Ability to manage multiple tasks and follow through without constant direction
• Clear, professional communication skills
• Comfort handling sensitive and confidential information
• A “get it done” mindset with the ability to anticipate needs and solve problems

Why ClearBalance

ClearBalance Healthcare is reimagining how patients pay for care. We partner with health systems nationwide to deliver solutions that improve affordability, transparency, and access—while supporting strong financial outcomes for providers.

Healthcare affordability is one of the most complex challenges in the industry today, spanning patient experience, financial services, and health system operations. At ClearBalance, we’re building practical, scalable solutions that address real problems and have a direct impact on how care is accessed and paid for.

You’ll join a growing, innovative company that operates at the intersection of healthcare, technology, and financial services. We build thoughtfully, collaborate closely with partners, and take a long‑term approach to scaling the business the right way.

If you’re looking for a place where the work is substantive, the environment is forward‑thinking, and your contributions have real impact, ClearBalance is a place to build your career.