Note: The job is a remote job and is open to candidates in USA. Clear Capital is a national real estate analytics and data solutions company dedicated to building confidence in real estate decisions. The Customer Success Operations Specialist is responsible for customer onboarding and operations, ensuring accurate setup and efficient processes to support customer success.
Responsibilities
- Lead customer onboarding activities, ensuring new customers are set up accurately, efficiently, and ready for success from day one
- Manage account setup, pricing configuration, and system administration processes that support customer operations and service delivery
- Maintain and improve Customer Success operational workflows, ensuring consistency, accuracy, and scalability as the business grows
- Build, maintain, and distribute reporting that provides Customer Success leaders with reliable operational insights and performance metrics
- Partner cross-functionally with Sales, Finance, Product, Operations, and Customer Success teams to coordinate customer implementation activities and resolve operational challenges
- Identify process gaps and recommend improvements that enhance the customer experience and increase team efficiency
- Support ongoing system enhancements, operational initiatives, and process optimization projects across the Customer Success organization
- Ensure data integrity across customer records, pricing systems, workflows, and reporting platforms
Skills
- 2+ years of experience in customer success operations, sales operations, business operations, account administration, or a related role
- Experience managing customer onboarding, account setup, workflow administration, or operational support processes
- Strong attention to detail with a track record of maintaining accurate data, reporting, and system configurations
- Ability to manage multiple priorities while meeting deadlines in a fast-paced environment
- Experience collaborating with cross-functional teams to solve problems and improve processes
- Strong analytical and organizational skills with the ability to identify operational inefficiencies and drive improvements
- Proficiency with CRM systems, business applications, and reporting tools
- Excellent written and verbal communication skills
- Self-starter who takes ownership of tasks and follows through to completion
- Customer-focused mindset with a passion for delivering operational excellence
Benefits
- Company profit-sharing bonus program
- Communication stipends
- Referral bonuses
- Comprehensive medical, dental, and company paid vision insurance
- 401(k) retirement plan with employer match
- Voluntary life and AD&D insurance options
- Voluntary supplemental insurances for accident, critical illness, and legal services
- Paid time off (PTO) and paid holidays
- Employee assistance and wellness programs
- Company paid short term disability coverage
- Company contributions to health saving funds (with participation in the high deductible health plan)
- Company-paid access to Galileo for virtual primary care and Rula for virtual mental health resources
- Through our Anniversary Program, we celebrate the meaningful milestones and long tenure that reflect how much we value your contributions and commitment to our team.
- Career and skill development resources to help advance your career and personal growth
Company Overview
Clear Capital serves the mortgage and lending industries, offering clients intelligent valuation solutions for properties nationwide. It was founded in 2001, and is headquartered in Truckee, California, USA, with a workforce of 201-500 employees. Its website is http://www.clearcapital.com.