Customer Operations Specialist

Anatomy Financial

About The Position

Anatomy is building a financial operating system for healthcare, using AI-powered technology and embedded banking to automate workflows for receiving, processing, and reconciling insurance payments. The Customer Operations Specialist owns customer onboarding, implementation, and day-to-day support. This hands-on role manages multiple implementations, responds to customer questions, troubleshoots issues, and coordinates across teams to provide a strong customer experience. The role calls for urgency, organization, reliable follow-through, and the ability to manage many conversations and priorities without losing track of details. The specialist serves as a primary customer contact, takes ownership of requests through resolution, and proactively communicates status and next steps. They maintain an organized inbox, track open questions and commitments, and help improve support and onboarding processes as the company scales. Success means customers receive timely responses, implementations stay on track, requests are consistently resolved, and the specialist helps make the team more effective.

Requirements

2–5+ years of experience in customer onboarding, implementation, customer support, customer operations, or a similar client-facing role.
Experience managing multiple customers, projects, or workstreams simultaneously.
Excellent written and verbal communication skills.
Strong proficiency with customer support tools, CRMs, spreadsheets, and project management systems.
Ability to learn new software products and workflows quickly.
Exceptional responsiveness and a strong sense of urgency.
Relentless follow-through and ownership of problems through resolution.
Outstanding organization and attention to detail.
Ability to prioritize urgent and important work across multiple customers.
Bias toward action and comfort with ambiguity in a fast-moving startup.
Customer empathy and commitment to reliable communication.

Nice To Haves

Experience at a fast-growing startup, B2B SaaS company, fintech, or healthcare technology company.
Familiarity with healthcare billing, revenue cycle management, or financial operations.
Experience using tools such as Claude or ChatGPT, or eagerness to use AI tools.

Responsibilities

Serve as a primary point of contact for customer questions, requests, and issues.
Respond promptly to customer emails, Slack messages, and calls with clear, thoughtful, actionable answers.
Take ownership of incoming requests, coordinating with other teams as needed to resolve them.
Troubleshoot customer issues, investigate problems, and follow through until they are resolved.
Proactively update customers on the status of their requests.
Maintain high-quality written communication across many active customer conversations.
Manage a high volume of requests, conversations, and competing priorities without losing details.
Keep the inbox organized and clear or appropriately triage incoming requests each day.
Track outstanding questions, action items, and commitments.
Identify recurring customer issues and help improve processes, documentation, and workflows.
Build repeatable systems to make onboarding and support more efficient as the company scales.
Manage customer implementations and keep timelines and communication on track.