Customer Success Operations Specialist
About The Position
The Customer Success Operations Specialist is responsible for Customer Onboarding and Customer Success Operations through account set up, pricing system management, reporting, system administration, and process support. The successful candidate will ensure customers are set up quickly and correctly, required workflows are followed, and Customer Success leaders have reliable operational information and support. The specialist partners with Sales, Customer Success, Finance, Product, Operations, and other teams to complete customer setup, resolve process gaps, and support evolving operational needs.
Requirements
- 2+ years of experience in customer success operations, sales operations, business operations, account administration, or a related role.
- Experience managing customer onboarding, account setup, workflow administration, or operational support processes.
- Strong attention to detail with a track record of maintaining accurate data, reporting, and system configurations.
- Ability to manage multiple priorities while meeting deadlines in a fast-paced environment.
- Experience collaborating with cross-functional teams to solve problems and improve processes.
- Strong analytical and organizational skills with the ability to identify operational inefficiencies and drive improvements.
- Proficiency with CRM systems, business applications, and reporting tools.
- Excellent written and verbal communication skills.
- Self-starter who takes ownership of tasks and follows through to completion.
- Customer-focused mindset with a passion for delivering operational excellence.
Responsibilities
- Lead customer onboarding activities, ensuring new customers are set up accurately, efficiently, and ready for success from day one.
- Manage account setup, pricing configuration, and system administration processes that support customer operations and service delivery.
- Maintain and improve Customer Success operational workflows, ensuring consistency, accuracy, and scalability as the business grows.
- Build, maintain, and distribute reporting that provides Customer Success leaders with reliable operational insights and performance metrics.
- Partner cross-functionally with Sales, Finance, Product, Operations, and Customer Success teams to coordinate customer implementation activities and resolve operational challenges.
- Identify process gaps and recommend improvements that enhance the customer experience and increase team efficiency.
- Support ongoing system enhancements, operational initiatives, and process optimization projects across the Customer Success organization.
- Ensure data integrity across customer records, pricing systems, workflows, and reporting platforms.
Benefits
- Company profit-sharing bonus program
- Communication stipends
- Referral bonuses
- Comprehensive medical, dental, and company paid vision insurance
- 401(k) retirement plan with employer match
- Voluntary life and AD&D insurance options
- Voluntary supplemental insurances for accident, critical illness, and legal services
- Paid time off (PTO)
- Paid holidays
- Employee assistance and wellness programs
- Company paid short term disability coverage
- Company contributions to health saving funds (with participation in the high deductible health plan)
- Company-paid access to Galileo for virtual primary care
- Company-paid access to Rula for virtual mental health resources
- Career and skill development resources
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
