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LeadingReach

Healthcare's Connected Referral Network. Delivering healthcare happiness since 2014.

Customer Success Operations Specialist

Customer Success ManagerCustomer SuccessFull TimeRemoteMid LevelTeam 51-200Since 2013H1B No SponsorCompany SiteLinkedIn

Location

Texas

Posted

5 days ago

Salary

0

Seniority

Mid Level

Associate Degree2 yrs expEnglish

Job Description

Customer Success Operations Specialist

LeadingReach

• Provision all LeadingReach accounts accurately and on time, including Enterprise rollouts, web sign-ups, and microsite sign-ups • Use Zoho CRM to maintain accurate activity, contact, and account information while ensuring data integrity and cleanliness • Support Project Management, Network Engagement, and Sales teams with provisioning requests, product entitlements, end user creation, and circle management • Use Confluence to document and maintain processes and account specifics for Enterprise customer builds • Manage competing priorities across multiple projects and daily tasks efficiently • Expedite requests based on urgency and business need, coordinating across teams as needed • Ensure Enterprise and transaction requests are completed accurately and on deadline • Maintain a deep understanding of product requirements for the different provisions and features • Be available outside standard business hours on an as-needed basis for time-sensitive projects • Contribute ideas that improve operational efficiency and bring new thinking to the team

Job Requirements

  • 2+ years of experience in a customer success, operations, or data entry role
  • Experience working within SaaS platforms in an administrative or operational capacity (e.g., managing user accounts, configuring settings, maintaining data)
  • Comfort working in CRM systems — Zoho experience is a plus
  • Strong attention to detail and ability to manage multiple requests simultaneously without sacrificing accuracy
  • Excellent verbal and written communication skills
  • Self-starter who can work independently and take initiative without close supervision
  • Experience with Confluence or similar process documentation tools is a plus
  • Healthcare industry experience is a plus

Benefits

  • Competitive starting salary
  • 100% Remote — must be based in the U.S.
  • Startup environment within a stable, industry-leading company
  • 20 days PTO, 6 paid mental health days, plus paid holidays
  • Company-sponsored health, vision, and dental benefits
  • Matching 401k with no vesting period
  • Remote work and cell phone stipend
  • Flexible schedule that emphasizes collaborative team synergy with personal accountability
  • Regular company events: virtual happy hours, annual holiday party, group game nights, and more

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👉 Important : Si vous ne parvenez pas à postuler via Join, merci d’envoyer directement votre candidature par email à : n.tajouri@herreraheadhunters.com

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