Customer Operations Specialist

Job Summary

A company is looking for a Customer Operations Specialist to manage client account data and enhance customer satisfaction.

Key Responsibilities

• Manage customer account data ensuring accuracy and compliance
• Plan and oversee projects related to cash goals and client accounts
• Build and maintain strong client relationships to drive satisfaction and retention

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field preferred, or equivalent work experience
• 5+ years of experience in a customer-facing role, preferably in a healthcare or technology environment
• Proficiency in financial systems, CRM software, and Microsoft Office Suite, especially Excel
• Detail-oriented with a commitment to accuracy and creative problem-solving
• Experience with cloud-based solution billing and dispute resolution is a plus