Customer Operations Specialist

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 15%

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Logo of Anatomy Financial

Anatomy Financial

11 - 50 employees

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

Anatomy Financial is a financial technology company focused on automating financial operations for healthcare organizations. They provide a suite of financial automation solutions that support healthcare entities like medical or dental practices, MSOs/DSOs, billing/revenue cycle management companies, and digital health providers. Anatomy Financial offers AI-powered tools for EOB Conversion, Smart Reconciliation, and a Modern Healthcare Lockbox, which automate processes such as converting EOBs to ERAs and managing bank deposits electronically. Their goal is to enhance efficiency and clarity in healthcare financial operations through real-time insights and dashboards. Anatomy Financial is not a bank itself, but offers banking services through partnership with Live Oak Banking Company, ensuring FDIC insurance for deposits.

📋 Description

• Own customer onboarding, implementation, and day-to-day support • Serve as the primary point of contact for customer questions, requests, and issues • Respond promptly to customer emails, Slack messages, and calls with clear, actionable answers • Take ownership of incoming requests and coordinate with other teams when needed • Troubleshoot customer issues, investigate problems, and follow through until resolution • Proactively provide customers with status updates • Maintain high-quality written communication across active customer conversations • Manage high volumes of requests, conversations, and competing priorities • Organize and triage the inbox daily • Track outstanding questions, action items, and commitments • Identify recurring issues and improve processes, documentation, and workflows • Build repeatable systems to make onboarding and support more efficient • Identify bottlenecks and help the team support more customers as Anatomy scales

🎯 Requirements

• 2–5+ years of experience in customer onboarding, implementation, customer support, customer operations, or a similar client-facing role • Experience managing multiple customers, projects, or workstreams simultaneously • Excellent written and verbal communication skills • Strong proficiency with customer support tools, CRMs, spreadsheets, and project management systems • Ability to learn new software products and workflows quickly • Experience at a fast-growing startup, B2B SaaS company, fintech, or healthcare technology company is a plus • Familiarity with healthcare billing, revenue cycle management, or financial operations is helpful but not required • Exceptional responsiveness, relentless follow-through, outstanding organization, strong written communication, attention to detail, bias toward action, prioritization, comfort with ambiguity, customer empathy, and an AI-forward approach

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