Role description
Customer Success Operations Specialist
LeadingReachCustomer Success Operations SpecialistLeadingReach, Inc.About the Role
The Customer Success Operations Specialist plays a critical behind-the-scenes role in keeping LeadingReach running smoothly for our customers and internal teams. This role is focused on account provisioning — ensuring that LeadingReach accounts are created accurately and on time as part of Enterprise rollouts, web sign-ups, and microsite sign-ups.
You'll work closely with our Project Management, Network Engagement, and Sales teams to support account builds, manage product entitlements, and maintain the data integrity our customers depend on. This role requires a sharp eye for detail, strong organizational instincts, and a deep familiarity with the LeadingReach platform and admin tools.
This is a great opportunity for someone who thrives in an ops-focused environment, takes ownership of their work, and enjoys being the person who makes everything run on time and without errors.
What You'll Do
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
What You Need
Minimum Requirements & Skills
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
What We Offer
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