Customer Operations Specialists
Lehi, UT · On-site
The focus on the customer operations team is to be the front line of support for our customers. We are looking for Customer Operations Specialists who want to help the amazing financial advisors ...
Customer Operations
60 Customer Operations Jobs Hiring Near You
Customer Operations Specialists
Lehi, UT · On-site
The focus on the customer operations team is to be the front line of support for our customers. We are looking for Customer Operations Specialists who want to help the amazing financial advisors ...
Job Summary The Customer Operations Specialist is responsible for the day-to-day operational management of assigned customer accounts. This role serves as a key point of contact for customers ...
Job Summary The Customer Operations Specialist is responsible for the day-to-day operational management of assigned customer accounts. This role serves as a key point of contact for customers ...
Customer Operations Specialist Location: Elmhurst, IL *must be based in IL within a 1-2 hr drive to/from Elmhurst* Reports to: VP of Sales Job Type: Full-time Overview: NSI is a leading player in the ...
Customer Operations Specialist Location: Elmhurst, IL *must be based in IL within a 1-2 hr drive to/from Elmhurst* Reports to: VP of Sales Job Type: Full-time Overview: NSI is a leading player in the ...
Customer Operations Specialist
Berkeley Heights, NJ · On-site
$30 - $35/hr
Customer Operations Specialist The Customer Operations Specialist serves as a strategic, customer-facing operations resource supporting customers, internal stakeholders, and cross-functional teams.
Customer Operations Specialist
Berkeley Heights, NJ · On-site
$30 - $35/hr
Customer Operations Specialist The Customer Operations Specialist serves as a strategic, customer-facing operations resource supporting customers, internal stakeholders, and cross-functional teams.
Customer Operations Reports to: Director of Command & Revenue Operations Location: West Valley City, Utah (Hybrid) Employment type: Full-time, 40-hour workweek Compensation: $55,000 - $65,000 base ...
Customer Operations Reports to: Director of Command & Revenue Operations Location: West Valley City, Utah (Hybrid) Employment type: Full-time, 40-hour workweek Compensation: $55,000 - $65,000 base ...
Customer Operations Leader
Raleigh, NC · On-site
$130K/yr
The Customer Operations team sits at the center of how we scale world-class customer experiences at Plaid. As the Customer Operations Leader, you'll own the strategy and execution of all global ops ...
Customer Operations Leader
Raleigh, NC · On-site
$130K/yr
The Customer Operations team sits at the center of how we scale world-class customer experiences at Plaid. As the Customer Operations Leader, you'll own the strategy and execution of all global ops ...
Position Summary The Customer Operations Specialist is the primary operational contact for assigned customers, responsible for overseeing the entire order lifecycle and coordinating the resolution of ...
Position Summary The Customer Operations Specialist is the primary operational contact for assigned customers, responsible for overseeing the entire order lifecycle and coordinating the resolution of ...
Customer Operations Leader
Seattle, WA · On-site
$152K/yr
The Customer Operations team sits at the center of how we scale world-class customer experiences at Plaid. As the Customer Operations Leader, you'll own the strategy and execution of all global ops ...
Customer Operations Leader
Seattle, WA · On-site
$152K/yr
The Customer Operations team sits at the center of how we scale world-class customer experiences at Plaid. As the Customer Operations Leader, you'll own the strategy and execution of all global ops ...
Position Summary The Customer Operations Specialist is the primary operational contact for assigned customers, responsible for overseeing the entire order lifecycle and coordinating the resolution of ...
Position Summary The Customer Operations Specialist is the primary operational contact for assigned customers, responsible for overseeing the entire order lifecycle and coordinating the resolution of ...
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Customer Operations Specialist
Cincinnati, OH · On-site
$45K/yr
Customer Operations Specialist Full-time/Non-Exempt Cincinnati, OH American Line Builders Chapter, NECA is seeking a friendly, enthusiastic, and dynamic individual to enhance our group as our ...
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Customer Operations Specialist
Cincinnati, OH · On-site
$45K/yr
Customer Operations Specialist Full-time/Non-Exempt Cincinnati, OH American Line Builders Chapter, NECA is seeking a friendly, enthusiastic, and dynamic individual to enhance our group as our ...
The Customer Operations Specialist plays a critical role in supporting the MCA Security Division by ensuring accurate order processing, billing, and account management. This position collaborates ...
The Customer Operations Specialist plays a critical role in supporting the MCA Security Division by ensuring accurate order processing, billing, and account management. This position collaborates ...
Customer Operations Analyst Location: Lisle, IL Department: Customer Operations Reports to: Director, Continuous Improvement & Programs Position Summary: The Customer Operations Analyst supports ...
Customer Operations Analyst Location: Lisle, IL Department: Customer Operations Reports to: Director, Continuous Improvement & Programs Position Summary: The Customer Operations Analyst supports ...
Customer Operations Analyst Location: Lisle, IL Department: Customer Operations Reports to: Director, Continuous Improvement & Programs Position Summary: The Customer Operations Analyst supports ...
Customer Operations Analyst Location: Lisle, IL Department: Customer Operations Reports to: Director, Continuous Improvement & Programs Position Summary: The Customer Operations Analyst supports ...
Description The Customer Operations Specialist is a cross-functional role responsible for supporting internal sales operations, digital sales channels and in-person customer engagement. This position ...
Description The Customer Operations Specialist is a cross-functional role responsible for supporting internal sales operations, digital sales channels and in-person customer engagement. This position ...
Customer Operations Manager
Kenosha, WI · On-site
$95K - $105K/yr
About the job As an integral member of our Hygienic Fluid Handling management team, our Customer Operations Manager will lead a customer and partner support organization focused on delivering ...
Customer Operations Manager
Kenosha, WI · On-site
$95K - $105K/yr
About the job As an integral member of our Hygienic Fluid Handling management team, our Customer Operations Manager will lead a customer and partner support organization focused on delivering ...
Mgr-Customer Operations
Cumberland, RI · On-site
$119K/yr
A Manager Customer Operations must have a deep understanding of customer service best practices and be able to implement them in a fast-paced, high transactional environment. Responsibilities
Mgr-Customer Operations
Cumberland, RI · On-site
$119K/yr
A Manager Customer Operations must have a deep understanding of customer service best practices and be able to implement them in a fast-paced, high transactional environment. Responsibilities
General Responsibilities The Customer Operations Specialist (COS) ensures that we are consistently meeting our customers' needs. The COS will play a critical part in serving our customers, and is ...
General Responsibilities The Customer Operations Specialist (COS) ensures that we are consistently meeting our customers' needs. The COS will play a critical part in serving our customers, and is ...
Customer Operations Representative
Corona, CA · On-site
$17 - $23/hr
In the position of Customer Operations Representative, you will be responsible for managing the end-to-end order lifecycle for finished goods, ensuring accurate and timely processing in SAP. Serve as ...
Customer Operations Representative
Corona, CA · On-site
$17 - $23/hr
In the position of Customer Operations Representative, you will be responsible for managing the end-to-end order lifecycle for finished goods, ensuring accurate and timely processing in SAP. Serve as ...
Purpose The Customer Operations Specialist - Service Center serves as the primary point of contact between the CRE and the Service Center, ensuring seamless coordination and execution of customer ...
Purpose The Customer Operations Specialist - Service Center serves as the primary point of contact between the CRE and the Service Center, ensuring seamless coordination and execution of customer ...
Customer Operations Representative
Morgan Hill, CA · On-site
$54K - $80K/yr
As a Customer Operations Representative based in Morgan Hill, CA you will have responsibility for supporting our Sales and Service Operations and managing all aspects of customer experience from when ...
Customer Operations Representative
Morgan Hill, CA · On-site
$54K - $80K/yr
As a Customer Operations Representative based in Morgan Hill, CA you will have responsibility for supporting our Sales and Service Operations and managing all aspects of customer experience from when ...
Customer Operations Jobs Information
Job description
About Slant
Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million Americans retire with a great financial advisor. There is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice.
Legacy software is ripe to be disrupted by AI native solutions in every industry. Financial advisor CRMs are exceptionally ready to be replaced. The two leading players have either been acquired by larger companies or received a majority PE investment. To us, that is a signal that they are busy counting their money instead of listening to customers and building better software. We launched Slant in August of 2025 and have seen exceptional growth. Over 100 firms have switched their CRM to Slant, with more migrating every day.
We strive for excellence at Slant - we don't want to build something OK, we want to build something amazing.
Financial advisors pride themselves on the fact that they really care about customer service. They answer the phone when customers call, and they take pride in being ready and available to help their clients. So do we. The focus on the customer operations team is to be the front line of support for our customers.
We are looking for Customer Operations Specialists who want to help the amazing financial advisors using Slant. At Slant, customers have questions; they may ask for help cleaning up some of their import data, or they might want to know how get registered for the weekly customer webinar. Whatever it is, they deserve quick help and great service.
Job Description
1. Answer and guide customers with support requests
2. Work with Customer Success to help on various imports and customer tasks
3. Be both an advocate for our customers & a shield to our developers. Our Customer Operations Specialists know which things are worthy of escalating to engineering and which things can wait. They can cut through the noise of one-off emails and distill them into meaningful feature requests.
4. Be a great communicator. Our customer operations specialists speak plainly and precisely and know their audience. Speaking to a customer and speaking with an engineer are very different, and our team knows how to speak both languages.
5. Become an expert on RIAs and financial advisors - you will need to know RIAs, RMDs, annual reviews, compliance, and more.
6. Collaborate with sales and customer success - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together
Ideal Candidate
1. 1-2 years tech/software experience
2. Has experience or an understanding of how financial advisors work