SOP & Workflow Specialist — Credit Repair & Business Funding Operations
Worldwide
SOP & Workflow Specialist Needed for Credit Repair / Business Funding Company (Employee Scripts + Process Documentation) Job Description We’re a growing credit repair and business funding company looking for an experienced SOP (Standard Operating Procedure) specialist to build out our core operational workflows from the ground up. This isn’t a “write a few documents and disappear” gig. We need someone who can translate how our business actually runs into clear, repeatable, employee-ready systems — including the exact scripts and instructions our team will use every day with clients and leads. You’ll be responsible for: • Mapping and documenting end-to-end workflows for credit repair operations (client onboarding, dispute process, credit analysis, follow-up cadences, client communication) • Mapping and documenting workflows for business funding operations (lead intake, funding application process, lender submission, client updates, funding follow-through) • Writing employee call scripts and communication scripts for sales, client onboarding, and customer service interactions • Creating step-by-step instruction guides for each role/position, written so a new hire could follow them with minimal training • Building process flowcharts or visual workflow maps to accompany written SOPs • Identifying gaps or inefficiencies in current processes and recommending improvements • Organizing all documentation into a clean, easy-to-navigate SOP library/manual What we’re looking for: • Proven experience creating SOPs, training manuals, or operational documentation for service-based businesses (credit repair, financial services, sales orgs, or similar preferred) • Strong writing skills — able to turn a conversation about “how we do things” into clear, professional written procedures • Experience writing scripts for phone/sales/customer service teams • Comfortable interviewing stakeholders (that’s me) to extract process knowledge • Highly organized, detail-oriented, and able to structure complex operations into simple steps • Familiarity with tools like Google Docs, Notion, ClickUp, or similar for documentation delivery • Bonus: experience in credit repair, business funding, financial services, or regulated industries Project scope: We’ll start with an initial workflow (credit repair OR business funding — to be discussed) as a paid trial project. Based on quality and fit, this can grow into an ongoing engagement covering additional departments as we continue to scale. To apply, please include: 1. A sample or link to an SOP, training manual, or script you’ve written (credit repair/financial services experience is a strong plus) 2. Your process for gathering information from a client to build accurate SOPs 3. Your estimated timeframe and rate for a single department workflow (SOP + supporting scripts) We’re looking to move quickly with the right person — looking forward to your proposals.
$1,000.00
Fixed-price- ExpertExperience Level
- Remote Job
- One-time projectProject Type
Skills and Expertise
Activity on this job
- Proposals:20 to 50
- Last viewed by client:last week
- Interviewing:4
- Invites sent:0
- Unanswered invites:0
About the client
- USACheyenne7:10 PM
- $6.3K total spent10 hires, 9 active
- 349 hours
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