Customer Success Operations Specialist

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

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LeadingReach

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2013

☁️ SaaS

🤝 B2B

SaaS • B2B

LeadingReach is a HIPAA-secure, web-based SaaS platform that connects over 50,000 healthcare organizations to streamline referral management, care coordination, and clinical workflow management. It provides secure team-based communication, clinical document exchange, referral automation, and healthcare CRM features to reduce faxes and phone calls, improve communication between offices, and drive operational efficiency for medical and dental practices, health systems, ACOs/CINs, TPAs, and physician liaisons. LeadingReach focuses on improving patient and staff experiences by organizing referral data, managing pipelines, and integrating with clinical workflows across a large connected provider network.

📋 Description

• 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

🎯 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