Customer Success Operations Specialist

About the Role

The Customer Success Operations Specialist is a key operational support role that helps keep account setup and internal workflows moving efficiently for customers and cross-functional teams. The main focus of the position is account provisioning, making sure LeadingReach accounts are created accurately and delivered on schedule for Enterprise implementations, web registrations, and microsite registrations.

You will partner closely with Project Management, Network Engagement, and Sales to handle provisioning requests, manage product access, and protect the accuracy of customer data. The role calls for strong organization, precision, and a solid working knowledge of the platform and its administrative tools.

This opportunity is well suited to someone who enjoys process-driven work, takes ownership seriously, and likes being the person who keeps operations on track.

Key Responsibilities

• Create and provision LeadingReach accounts correctly and within the required timeline for Enterprise rollouts, web sign-ups, and microsite sign-ups.
• Keep activity, contact, and account records current and clean in Zoho CRM while preserving data accuracy.
• Assist Project Management, Network Engagement, and Sales with provisioning needs, product entitlements, end-user setup, and circle management.
• Record and maintain process documentation and account-specific details in Confluence for Enterprise customer builds.
• Handle multiple projects and day-to-day requests at once while staying organized and efficient.
• Prioritize urgent items based on business need and coordinate with the right teams to move work forward.
• Complete Enterprise and transaction-related requests accurately and by deadline.
• Build a strong understanding of the product rules and requirements tied to different provisions and features.
• Be available outside normal business hours when time-sensitive work requires it.
• Share ideas that improve workflow efficiency and strengthen operational processes.

Requirements

• At least 2 years of experience in customer success, operations, or data entry.
• Background working in SaaS platforms in an administrative or operational capacity, such as user management, system configuration, or data maintenance.
• Comfort using CRM systems; experience with Zoho is an advantage.
• Strong attention to detail and the ability to manage several requests at the same time without losing accuracy.
• Excellent written and verbal communication skills.
• Self-directed work style with the ability to take initiative and operate independently.
• Experience using Confluence or a comparable documentation tool is a plus.
• Healthcare industry exposure is an added advantage.

What We Offer

• Competitive base salary.
• 100% remote role, with the requirement that candidates be located in the United States.
• Startup-style environment backed by a stable, industry-leading business.
• 20 days of PTO, 6 paid mental health days, and paid holidays.
• Employer-sponsored health, vision, and dental coverage.
• 401(k) matching with no vesting period.
• Remote work and cell phone stipend.
• Flexible schedule that supports team collaboration and individual accountability.
• Regular company events, including virtual happy hours, an annual holiday party, group game nights, and more.

Additional Information

This is a full-time remote position. The company expects flexibility for occasional work outside standard business hours when projects are time-sensitive. The role is based in the United States.