Customer Operations Specialist

About the Opportunity

The hiring organization develops artificial intelligence-driven software and financial technology solutions to automate insurance payment processing and reconciliation workflows for healthcare organizations.

The organization is seeking a Customer Operations Specialist for a full-time role based in the United States. This role oversees customer onboarding, implementation, and ongoing operational support. The position focuses on managing multiple client implementations, addressing customer inquiries with urgency, troubleshooting operational and technical issues, and coordinating across internal teams to ensure reliable service delivery.

Key Responsibilities

• Serve as a primary point of contact for customer questions, implementation requests, and operational issues across email, messaging channels, and phone calls.
• Deliver prompt, thoughtful, and actionable responses to customer inquiries while maintaining high written communication standards.
• Take complete ownership of incoming customer requests through full resolution, including cross-functional coordination with other internal teams.
• Troubleshoot customer issues, investigate root causes, and proactively communicate status updates to customers.
• Manage high volumes of client communications, requests, and competing priorities, triaging and organizing incoming items daily.
• Track open action items, questions, and project milestones to ensure all commitments are met on schedule.
• Identify recurring issues and contribute to improving operational workflows, customer-facing documentation, and internal processes.
• Help build repeatable, scalable systems to increase the efficiency of onboarding and customer support operations.

Required Qualifications

• 2 to 5+ years of experience in customer onboarding, implementation, customer support, customer operations, or a similar client-facing role.
• Demonstrated experience managing multiple customers, projects, or workstreams simultaneously.
• Strong written and verbal communication skills, with the ability to explain complex topics simply and professionally.
• Strong proficiency with customer support platforms, customer relationship management (CRM) software, spreadsheets, and project management systems.
• Demonstrated ability to learn new software platforms and workflows quickly.
• Strong organizational skills, attention to detail, and a proactive approach to resolving problems independently in an evolving environment.
• Current use of or willingness to use artificial intelligence productivity tools, such as Claude or ChatGPT, to enhance workflow efficiency.

Preferred Qualifications

• Experience working in a fast-growing startup, B2B SaaS organization, financial technology company, or healthcare technology company.
• Familiarity with healthcare billing, revenue cycle management, or financial operations.