Client Success Operations Specialist-San Diego, CA (Hybrid)
Aztec Software, LLC is an award-winning financial literacy platform provider that empowers individuals to make informed financial decisions. They are seeking a proactive Client Success Operations Specialist to support Client Success Managers by handling client-facing tasks, coordinating platform configurations, and managing client support requests.
Responsibilities
- Assist with client-facing tasks and administrative activities to streamline operations and free up CSMs to focus on strategic work
- Coordinate and execute tasks related to client content and platform configurations
- Provide branding and content support for internal and client-facing materials
- Help prepare key documents and resources to ensure smooth onboarding and ongoing client engagement
- Manage support requests, ensuring timely responses and resolution for clients and end-users
- Act as a liaison between technical teams and users, facilitating effective communication and troubleshooting
Skills
- 1-3 years in customer support or administrative support
- Organized, with a knack for managing multiple tasks efficiently
- Comfortable with technology and quick to learn new tools
- A strong communicator who enjoys working with clients and internal teams
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Company Overview