Customer Success Operations Specialist

LeadingReach, 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