Operations & Customer Success Assistant
Somewhere
Operations & Customer Success Assistant
Location:RemoteSchedule:9:00 AM to 7:00 PM ESTCompensation:USD $1,000 to $1,500 per month(The final offer is at the client’s discretion and depends on the candidate’s interview result, skills, and experience.)Industry:AI-powered technology, SaaS
About the Company
Our client is fast-growing, AI-powered technology company serving U.S.-based customers. The business operates in a high-expectation startup environment where speed, accuracy, and ownership are critical. The team is building foundational customer success and operations infrastructure and values individuals who want to grow alongside the company as it scales.
Role Overview
We are seeking a highly organized, proactive Operations & Customer Success Assistant to support onboarding, client operations, and internal systems. This role sits at the intersection of customer success, implementation, and operations, ensuring that new customers are set up correctly and that backend workflows run smoothly and efficiently.
Key Responsibilities
* Coordinate onboarding logistics to ensure new customers are fully set up and activated
* Manage backend customer setup including account configuration, system access, payment links, contracts, and internal tracking
* Coordinate and help schedule customer and internal calls, including preparing pre-call context and post-call notes
* Monitor customer experience tooling (Pylon) to classify requests, maintain reporting hygiene, and provide visibility into support activity
* Create short product walkthrough videos, onboarding resources, and internal documentation to support customer enablement
* Maintain and update knowledge base materials and onboarding documentation
* Triage incoming operational or support requests and route them appropriately to Implementation, Customer Success, or Engineering
Required Hard Skills
* 1 to 3 years of experience in operations, customer success, or a support-focused role
* Prior experience supporting client onboarding or internal operations
* Proficiency with Google Workspace
* Working knowledge of Notion, HubSpot, Salesbricks, Dropbox, and Stripe
* Comfort working with systems, workflows, and structured processes
Soft Skills and Traits
* Proactive, solutions-oriented mindset with strong ownership
* Extremely detail-oriented with the ability to spot inconsistencies
* Strong analytical and logical thinking skills
* Clear, professional written and verbal English at a C1 or C2 level
* Highly organized and comfortable managing multiple priorities in a fast-paced environment
Why This Role Matters
This role plays a critical part in ensuring customers have a smooth onboarding experience while internal systems remain accurate, scalable, and efficient. The right hire will directly impact customer satisfaction, operational clarity, and the company’s ability to scale responsibly.