
Operations and Customer Success Specialist
2 days ago
We are seeking a skilled Customer Operations professional to join our team. This is an exciting opportunity to gain hands-on experience in operations, customer success, and AI-enabled workflow optimization.
Key Responsibilities:- Ensure data accuracy, consistency, and completeness in internal tracking tools such as Excel trackers and dashboards.
- Collaborate with stakeholders to resolve data discrepancies and close knowledge gaps.
- Develop and maintain structured records, promoting data hygiene across operational systems.
- Update internal documentation, including Root Cause Analyses (RCAs), knowledge base articles, and escalation case notes.
- Organize shared drives with logical structures and version control.
- Explore AI-based summarization and categorization tools to enhance update speed and accuracy.
- Maintain audit-ready documentation for all key materials.
- Design presentation materials for internal or customer meetings, using AI-powered design tools.
- Coordinate meeting logistics, agenda preparation, and follow-ups.
- Draft standardized communications using templates and AI-driven writing aids.
- Review customer cases to validate documentation and timeline compliance.
- Identify and escalate aged or at-risk cases for follow-up.
- Participate in usability testing for new tools, including AI-enabled case triage or escalation alerts.
- Track action items, update project boards, and assist with meeting follow-ups.
- Draft content for team newsletters, updates, or status reports, using AI tools for first drafts.
- Excellent attention to detail and organizational skills.
- Familiarity with Microsoft Office or Google Workspace.
- Strong written and verbal communication skills.
- Ability to learn quickly, take initiative, and adapt in a fast-paced environment.
- Effective time management and prioritization skills.
- Experience with CRM or ticketing systems, such as Salesforce or Jira.
- Familiarity with knowledge management tools, like Confluence or SharePoint.
- Interest in customer success, technical operations, data analysis, or program support.
- Curiosity about AI applications in operational workflows.
- In the first 90 days, you will become immersed in our culture, connect with mentors, and map the systems and stakeholders that rely on your work.
- In six months, you will take ownership of regular reporting, documentation, and quality checks, learn our escalation handling workflows and internal tools, and experiment with AI tools for efficiency improvements.
- In one year, you will operate independently in supporting escalation programs, contribute to process improvements and AI-driven initiatives.
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