Customer Operations Specialist

Join Slant, an innovative AI Native CRM designed specifically for financial advisors. Our vision is to empower 20 million Americans to secure a prosperous retirement through exceptional financial guidance. As we tackle the shortage of financial advisors in the U.S., we recognize the crucial role that AI-driven solutions play in transforming how advisors conn…

As a Customer Implementation Specialist at Weave, you will play a pivotal role in guiding our customers through the successful onboarding of the Weave platform. You will be responsible for nurturing relationships with clients, ensuring a seamless implementation experience that sets the stage for their long-term success. With a diverse portfolio of customers at various stages of the implementation journey, your ability to manage priorities and balance both planned and unexpected tasks will be crucial. Your dedication to providing a stellar customer experience is essential in making their transition to Weave smooth and efficient.

Join Vasion as a Customer Success Operations Manager, where you will be integral in driving our mission to facilitate digital transformation through our innovative and affordable SaaS solutions. At Vasion, we pride ourselves on our flexible work environment that supports over 400 employees globally, including our headquarters in St. George, Utah, and offices in the UK, Germany, and Lehi, Utah.Role OverviewAs the operational backbone of our Customer Success (CS) organization, you will play a crucial role as an individual contributor within the CS team. You will manage the systems, data, and processes that empower our Customer Success Managers to provide exceptional customer experiences at scale. You will collaborate across various departments including Product Management, Marketing, Sales, Channel, Business Operations, and Enablement to ensure our CS operations are efficient, measurable, and repeatable.Key ResponsibilitiesCS Tooling & Tech StackOversee the administration, configuration, and optimization of our Customer Success platform.Assess, implement, and integrate new tools that enhance team productivity and customer visibility.Act as the internal subject-matter expert for CS technology, offering training and support to the broader team.Collaborate with Business Operations to guarantee seamless data flow across CRM and CS tech stack.Data, Reporting & AnalyticsWork with the Business Intelligence team to create and maintain dashboards and reports that highlight key CS metrics such as NRR, health scores, and engagement trends.Convert data into actionable insights for CS leadership to guide strategy and resource allocation.Establish a robust data governance framework to ensure accuracy and reliability in CS reporting.Conduct ad hoc analyses to understand churn drivers, expansion patterns, and customer behaviors.Collaborate with the GTM Compensation team on plan design and implementation.Customer Onboarding & Playbook DesignDesign, document, and refine scalable onboarding programs and customer journey playbooks.Work with CS Managers to identify gaps in the customer experience and develop operational solutions.Create and maintain a comprehensive CS playbook library that addresses key customer interactions including onboarding, QBRs, escalations, expansions, and renewals.Partner with Enablement or L&D to ensure playbooks are effectively adopted and executed by the team.Provide internal enablement and best practices.Renewals & Churn ForecastingDevelop and maintain a renewals forecasting model to provide leadership with visibility into upcoming renewals and associated risks.Create early-warning systems utilizing health score data, usage signals, and engagement trends to identify at-risk accounts.Support the overall customer success strategy through data-driven insights.

About Route At Route, we understand that online shopping can become chaotic after clicking the 'order' button. With numerous carrier tracking links, challenges of lost or damaged packages, and the complexities of customer support, shopping can turn into a frustrating chase. That's why we designed Route—to streamline the post-purchase experience for consumers and the brands they adore. Our mission at Route is to revolutionize global commerce. Through our extensive network of millions of Route App users and thousands of merchants, we are simplifying the way consumers track, insure, and discover their favorite products—all in one place—creating a seamless connection between top-notch direct-to-consumer brands and satisfied, loyal customers. Since our inception in 2018, we have embarked on a journey to craft innovative products that empower our customers, all while nurturing a people-centered, values-driven company culture. We invite talented individuals from the e-commerce sector to join us in this exciting adventure. Curious about life at Route? Explore our company culture! The Revenue Operations Team By joining Route's RevOps team, you will be part of a group of inquisitive, driven professionals who believe we are currently shaping the future of revenue operations. We blend a culture that prioritizes people with an unwavering commitment to AI-driven innovation, utilizing tools like Claude to reduce friction, accelerate processes, and make informed decisions throughout the revenue cycle. We don’t just embrace new technology; we strive to maximize its potential beyond conventional expectations. Your Role As a Senior Specialist in Revenue Operations, you will take charge of essential Go-To-Market (GTM) processes encompassing systems, reporting, and sales compensation. You will oversee multi-step workflows involving various stakeholders, translate business requirements into technical specifications, and deliver exceptional results with minimal supervision. This role is high-impact and highly visible, where you will proactively identify potential issues before they escalate into business risks, ensuring our revenue engine operates seamlessly. Key Responsibilities Manage and execute multi-step, cross-functional workflows including forecast hygiene, weekly business review preparation, and compensation processing. Oversee and administer sales compensation programs, providing support in plan design, attainment tracking, target management, and payout calculations. Identify and address potential risks to ensure smooth revenue operations.

Role overview Nearmap is looking for a Sales Operations Specialist based in Lehi. This role centers on supporting the sales team by improving daily processes and refining how sales data is reported. Collaboration with colleagues in other departments is a key part of the job, all with the goal of boosting efficiency and helping deliver quality aerial imagery and data solutions. What you will do Work closely with teams to streamline sales operations Contribute to more accurate and effective sales reporting Support sales staff as they pursue their targets About nearmap Nearmap delivers high-quality aerial imagery and data solutions to clients across various industries.

Avetta is looking for a Bilingual Supplier Readiness Specialist (French/English) to support B2B clients from the Lehi, Utah office. This role centers on helping suppliers navigate the onboarding process and ensuring they are prepared to meet Avetta’s standards. What you will do Guide suppliers through onboarding, offering clear instructions and timely assistance in both French and English. Respond to supplier inquiries, providing accurate information and practical solutions. Help suppliers understand and meet platform requirements, supporting a smooth transition onto Avetta’s system. Who thrives here Individuals who communicate fluently in French and English. People with strong customer service skills who enjoy building relationships and solving problems. Those who take pride in delivering reliable, thoughtful support to business clients.

Become a Key Player in Our Team!At DSI Systems, we boast over 40 years of expertise in sales enablement and tailored business solutions, delivering unparalleled value that drives success for our clients and partners. We are seeking enthusiastic individuals who are eager to leave their mark in the realms of sales and customer service. Our dynamic and fulfilling work environment presents you with the chance to grow alongside us while making a meaningful impact.Position SummaryThe Retail Support Specialist (RSS) provides essential, hands-on support to AT&T customers within bustling national retail settings. In this position, you will interact directly with customers and retail partners to address account, billing, device, and service inquiries, often in fast-paced, high-volume situations. Achieving success in this role requires exceptional communication skills, emotional resilience, a comfort level with technology, and the ability to maintain composure, accuracy, and professionalism in a dynamic retail atmosphere. Primary Responsibilities: Customer SupportDeliver friendly, professional, and solution-oriented support to AT&T customers at national retail locations.Address inquiries regarding billing, account modifications, plan changes, device assistance, and service issues.Troubleshoot wireless devices, network problems, and feature functionalities.Effectively operate in high-traffic retail environments, ensuring focus, professionalism, and service excellence during peak times and escalated situations. Retail Partner AssistanceServe as the AT&T subject-matter expert for retail staff and third-party labor partners.Act as the primary AT&T representative for these partners, leading in-store support for retail escalations.Proactively collaborate with store leadership to address customer concerns, fortifying partnership alignment, and ensuring an exceptional customer experience.Work Environment & Schedule ExpectationsThis position is performed in a retail setting and requires standing, walking, and engaging on the sales floor for up to 8 hours daily.Flexible schedule availability, including evenings, weekends, and holidays, is essential based on business needs.Comfort in fast-paced, customer-facing environments with frequent interaction and problem-solving demands is required.Operational ExcellenceManage multiple systems simultaneously while engaging with customers in real time.Thoroughly and accurately document all interactions.Comply with company policies, compliance mandates, and privacy standards.Meet or exceed performance metrics, including quality, efficiency, and customer satisfaction scores.Execute and maintain approved planograms for mobile devices and signage.Maintain inventory and manage stock levels effectively.

Pattern, headquartered in Lehi, Utah, supports brands in growing their ecommerce presence across more than 60 global marketplaces. The company applies advanced technology and machine learning to improve advertising, content management, logistics, fulfillment, pricing, forecasting, and customer service. Pattern's platform is trusted by leading sites such as Amazon, Walmart.com, Target.com, eBay, Tmall, TikTok Shop, JD, and Mercado Libre. Recognitions include honors from Deloitte, Inc., and Newsweek for growth, leadership, and workplace culture. Role overview The Ecommerce Phone Customer Support Specialist plays a key part in helping customers with questions and order issues by phone and chat. This position works closely with both local and overseas team members to deliver consistent support for a catalog of over 50,000 products across major online marketplaces. The role is based at Pattern's Lehi headquarters and follows a hybrid work schedule, Monday through Friday, 8:00 AM to 4:00 PM. What you will do Assist customers by phone and chat with inquiries or problems related to ecommerce products and orders Collaborate with team members at headquarters and internationally to ensure reliable support Use systems such as Amazon, Zendesk, and Shopify to resolve customer needs Support a broad range of products listed on multiple online marketplaces Position details Full-time, hybrid role based in Lehi, Utah Regular hours: Monday to Friday, 8:00 AM to 4:00 PM Chance to develop expertise in ecommerce and marketplace operations Work alongside a team recognized for innovation and employee experience

About the Role Avetta is hiring a Billing Operations and Systems Manager to strengthen billing processes and guide system oversight. This position is based in Dallas, TX; Houston, TX; or Lehi, UT. What You Will Do Lead a team focused on improving billing operations and system workflows Oversee billing cycles to ensure accuracy and efficiency Identify and implement strategies that streamline processes Deliver insights to support operational growth and success Location Dallas, Texas, United States Houston, Texas, United States Lehi, Utah, United States

As a Mid-Market Customer Onboarding Project Manager, you will take charge of the complete lifecycle of software and phone system implementation for our mid-market and enterprise clients at Weave. Your expertise will ensure a seamless transition from the sales phase to active operational use by overseeing system installations, coordinating technical resources, and guiding clients through every step of the onboarding process. Serving as both a project manager and a trusted advisor, you will collaborate with IT teams, administrators, and stakeholders to customize solutions that address intricate business challenges, minimizing downtime and expediting the time-to-value for our clients.In addition to overseeing deployment, you will play a pivotal role in positioning customers for long-term success. By aligning implementation strategies with client objectives, promoting best practices, and facilitating smooth adoption, you will empower mid-market and enterprise clients to maximize their investment returns and lay the groundwork for sustainable growth using our platform.This position is hybrid: in-office Monday through Wednesday, with optional work-from-home Thursdays and Fridays.Reports to: Onboarding Manager

Role overview Weave seeks a Director of Payment Operations to guide the payment processing team at its Lehi, UT headquarters. This leadership position manages all aspects of payment operations, with a focus on reliable processing, meeting regulatory standards, and delivering positive customer experiences. Key responsibilities Direct daily payment operations and monitor team performance Ensure compliance with industry regulations and internal company policies Find and implement ways to improve processes for better efficiency Collaborate with teams across the company to strengthen payment solutions Uphold high customer satisfaction throughout all payment activities Requirements Background in leading payment operations or a similar function Strategic thinking and strong problem-solving abilities Proven experience driving operational improvements and efficiency Dedication to compliance and maintaining quality in payment processes

About SmithRx SmithRx is a venture-backed health technology company working to improve the Pharmacy Benefit Management (PBM) industry. Since 2016, the team has built a drug acquisition platform that combines technology, cost-saving tools, and customer service to support hundreds of thousands of members nationwide. Collaboration and a mission-driven approach shape the culture at SmithRx. The company is committed to transforming healthcare in the U.S. and operates by a clear set of values: Do the right thing, even when it’s difficult. See challenges as opportunities. Build connections and support colleagues. Role Overview The Multichannel Member Support Specialist provides customer service to SmithRx members through phone, chat, and email. This role requires managing several member interactions at once and ensuring members receive accurate and helpful support with their pharmacy benefits. Locations Lehi, UT Plano, TX

Role overview The Global IT Operations Technician at Weave supports and improves the technology systems that power daily work at the Lehi, UT headquarters. This onsite position focuses on troubleshooting, problem-solving, and maintaining a range of technology for staff. Curiosity, eagerness to learn, and a collaborative approach are valued in this team. The role shapes IT workflows and has a direct impact on colleagues' daily experience. Onsite at Weave headquarters in Lehi, Utah Monday to Friday, 10 AM to 6 PM Reports to the IT Servicedesk Manager Main responsibilities Troubleshoot and resolve complex hardware and software issues to minimize downtime for staff Oversee the entire lifecycle of employee laptops, including automated deployment and decommissioning Maintain in-office technology such as conference room equipment, local networks, and shared hardware Identify opportunities to automate repetitive tasks and streamline inventory and ticketing processes Required qualifications Strong understanding of computer hardware and cloud-based software, especially how they interact within a corporate network At least 2 years of experience in an IT environment, including handling urgent requests Skilled at troubleshooting Windows, macOS, and mobile operating systems Effective time management to balance daily support and long-term hardware projects Able to lift equipment and set up workstations as needed Preferred experience Enjoys mentoring and can explain technical concepts in simple terms Over 3 years managing devices with MDM tools such as Iru, Jamf, or Airwatch Experience managing SaaS applications and integrating them into business systems

Are you passionate about data, committed to partner success, and eager to make a significant impact? If you thrive in a fast-paced environment and possess a blend of entrepreneurial spirit and analytical acumen, we invite you to join Pattern! Your expertise will help propel one of the fastest-growing companies in the United States to new heights.At Pattern, we specialize in accelerating brands on global ecommerce platforms through our innovative proprietary technology and artificial intelligence. By harnessing over 46 trillion data points and utilizing advanced machine learning models, we optimize and automate every aspect of ecommerce growth for global brands. This includes advertising, content management, logistics, fulfillment, pricing strategies, forecasting, and customer service. Hundreds of leading global brands rely on Pattern’s ecommerce acceleration platform daily to achieve profitable revenue growth across more than 60 international marketplaces, including Amazon, Walmart.com, Target.com, eBay, Tmall, TikTok Shop, JD, and Mercado Libre. For more information, please visit pattern.com or contact us via email at press@pattern.com.Recognized as one of North America's fastest-growing tech companies by Deloitte and hailed as one of the best-led companies by Inc., Pattern prioritizes employee experience at the core of our business model. We have also been acknowledged as one of Newsweek’s Global Most Loved Workplaces®.We are seeking a Vice President of International to spearhead and enhance our international business strategy, operational framework, and financial performance. This pivotal role will collaborate closely with senior leadership globally to drive cross-functional alignment and profitability across all international markets. This is a full-time position with a hybrid work schedule based in Lehi, Utah.

At Commure, we are dedicated to revolutionizing the healthcare landscape. Our mission is to simplify healthcare delivery, creating an unparalleled experience for both providers and patients. Our expansive suite of AI-driven solutions includes ambient AI for clinical documentation, provider copilots, autonomous coding, and robust revenue cycle management systems, all designed to empower healthcare professionals to focus on what truly matters: delivering exceptional patient care.With healthcare being a $4.5 trillion industry, where over $500 billion is spent annually on administration, Commure is leading the charge for transformation. We support over 500,000 clinicians across numerous care sites nationwide, processing more than $10 billion through our systems and facilitating over 100 million patient interactions. As we prepare for exciting new product launches and expand into additional care segments, our vision is to evolve from an innovative startup to the benchmark for excellence in the healthcare industry.Recently recognized in Fortune’s Future 50 list for 2025, we are backed by top-tier investors including General Catalyst, Sequoia, Y Combinator, Lux, Human Capital, 8VC, and Greenoaks Capital. With over 300% year-over-year growth over the last two years, we are just getting started. Join us in harnessing the power of AI to reshape the future of healthcare.

Pattern is a technology company that supports brands in global ecommerce. The platform covers advertising, content management, logistics, fulfillment, pricing, forecasting, and customer service. Pattern works with data from over 66 trillion points and supports brands on more than 60 marketplaces, such as Amazon, Walmart.com, Target.com, eBay, Tmall, TikTok Shop, JD, and Mercado Libre. More information is available at pattern.com or by emailing press@pattern.com. The company has received recognition from Deloitte as one of North America's fastest-growing tech companies. Inc. has named Pattern among the best-led companies, and Newsweek has included it in its Global Most Loved Workplaces® list. Role overview The Operations Finance Manager supports Pattern’s financial growth by partnering with teams across the organization. This role works closely with colleagues at all levels and reports directly to the Director of Operations Finance. The position is full-time, based in Lehi, Utah, and follows a hybrid work schedule.

At Leland, we are dedicated to unlocking human potential by making expertise globally accessible. Our platform connects individuals with coaching, content, and courses designed to help them reach their most ambitious educational and career aspirations. Since our inception in 2021, we have empowered tens of thousands of people, raised $19 million from esteemed investors, and established ourselves as the leading provider in educational and career coaching.We are currently seeking a motivated intern to assist in the recruitment of top-tier coaches and experts across various categories within Leland. In this role, you will spearhead outreach initiatives, experiment with innovative sourcing strategies, and support coaches throughout the entire onboarding process. If you are enthusiastic about joining a rapidly growing startup, fostering meaningful relationships, and helping others achieve their goals through shared expertise, we would be thrilled to connect with you.

SmithRx is a health technology company working to improve Pharmacy Benefit Management across the United States. Since 2016, the team has developed a drug acquisition platform that combines advanced technology, cost-saving strategies, and dedicated customer service. The platform serves hundreds of thousands of members nationwide. The company values a mission-driven and collaborative culture. Employees are encouraged to drive meaningful change in healthcare while working together toward shared goals. SmithRx operates by three core values: integrity, courage, and collaboration. Role overview The Sales Operations & Enablement Coordinator plays a central role in connecting Sales, Marketing, and Leadership teams at SmithRx. This position supports the Chief Sales Officer, assists with Business Development outreach, and manages day-to-day Sales Operations. The coordinator also organizes activities for the Enterprise and Senior Vice President of SMB sales, maintains Salesforce data, and helps advance high-value prospects through the sales process following key events. Key responsibilities Pipeline management: Oversee and update weekly debrief forms in Google Drive and Salesforce each Monday to ensure deal transparency. Accountability: Serve as a project manager for VP-level leaders by tracking account updates and deal milestones, ensuring all changes are recorded in Salesforce. CRM data integrity: Support the creation and maintenance of Salesforce reports for Enterprise prospects, accounts, and opportunities.

Avetta is seeking a Billing Specialist to oversee the Client Pay billing program. This role can be based in Dallas, Houston, or Lehi, with a hybrid work schedule (three days in the office and two days remote) for those near an Avetta office. Remote arrangements may be considered for candidates outside these locations. Key Responsibilities Manage the complete Client Pay billing cycle, including data preparation, invoice creation, adjustments, and reconciliation across multiple systems. Act as the subject matter expert for client pay billing logic, ensuring supplier activity calculations and invoicing remain accurate. Prepare and process client pay invoices, verify data, apply contract-based pricing, and confirm all billable activities are captured. Handle billing adjustments such as credits and corrections within Zuora and NetSuite. Lead month-end close tasks, including preparing accrual files for a broad client portfolio. Reconcile billing outputs across systems to confirm revenue accuracy, resolving discrepancies before closing periods. Work with large, complex datasets using tools like Excel, OneStream, Snowflake, Power BI, and Tableau to consolidate results from various sources. Requirements Advanced skills in Excel and experience working with financial systems. Strong analytical skills and a sharp attention to detail. Ability to work independently to identify and resolve discrepancies. Work Location Dallas, Texas Houston, Texas Lehi, Utah Hybrid work applies for those near an office. Remote work may be considered for candidates outside these areas.

Leland connects people with coaching, curated content, and courses to help them reach their educational and career goals. Since launching in 2021, the company has supported tens of thousands of learners, raised $19 million from top investors, and become a leader in educational and career coaching. Role overview The Strategy and Operations Manager, Courses, will drive the planning and execution of Leland’s cohort-based boot camps. These programs cover topics like job recruitment, admissions, test prep, and AI upskilling. The role is based at Leland HQ in Lehi, UT. What you will do Staff and coordinate cohort-based boot camps from start to finish Work closely with coaches on the Leland platform Partner with internal teams to deliver smooth, high-quality learning experiences Support participants as they pursue their academic and professional goals What we are looking for Strong attention to detail Comfort with AI tools and trends Customer-focused mindset Experience thriving in a startup setting Proactive approach to problem solving and execution If developing and delivering standout learning experiences excites you, and you bring an AI-native perspective, Leland welcomes your application.