
Customer Success and Operations Analyst – CS Ops & Onboarding
Posted Jul 18

Posted Jul 18
This is a fully remote position, open to applicants anywhere in the world.
• Facilitate alignment meetings, assist clients with system setup, and oversee solution implementation.
• Serve as a strategic support liaison for clients, ensuring clarity, guidance, engagement, and ongoing utilization of the solutions.
• Validate information by cross-referencing data from various systems, including CRM, chat, and internal platforms, to identify process gaps and aid decision-making.
• Develop objective, visual, data-driven reports, clearly distinguishing between metrics, facts, and analyses.
• Produce, review, and maintain guides, tutorials, FAQs, explanatory videos, and other educational resources for clients.
• Record activities, update statuses, organize deliverables, and ensure traceability of requests in tools like Jira, Trello, Asana, or similar.
• Address inquiries, guide users, manage sensitive situations, and simplify technical topics into clear, accessible language.
• Organize files, records, materials, and documentation within tools such as Google Drive, Jira, and internal systems.
• Proven experience in Customer Success, CS Ops, onboarding, B2B support, or related fields;
• Excellent written and verbal communication abilities;
• Strong organizational skills, discipline, and self-management;
• Familiarity with CRM systems, task management tools, and spreadsheets;
• Capability to explain processes in a clear and instructional manner;
• Analytical, solution-oriented mindset with a keen attention to client relationships.
• Unlimited Free Telemedicine: 24/7 video medical consultations at no extra cost, available for your dependents (spouse and children).
• Life and Personal Accident Insurance: Full coverage provided by MetLife from your first day of employment.
• Income Protection (DIT): Daily benefits for Temporary Disability due to accidents, ensuring financial security during leave.
• Health & Wellness Package: Exclusive individual access to the Telemedicine + TotalPass combo at attractive rates, providing access to premier gyms in your vicinity.
• Access to Cooperative Rates: Opportunity to enroll in health, dental, and pet insurance plans with exclusive terms and lower rates than the traditional market.
• Benefits Club (Lincard): A virtual club offering discounts for cinemas, amusement parks (such as Hopi Hari), and major online retailers (Fast Shop, etc.).
Lincoln Financial
Horizon3.ai
Get handpicked remote jobs straight to your inbox weekly.