Client Success Operations Executive

Intellect; United States; Remote; USD 40,000 - 80,000; Full time

Job summary

In dieser spannenden Rolle als Client Success Operations Executive bei einem innovativen Unternehmen werden Sie die Client Success-Teams unterstützen, um unseren B2B-Kunden eine erstklassige Erfahrung zu bieten. Sie sind verantwortlich für die Verwaltung der Kundenanmeldung, die Koordination von L&D-Webinaren und die Verbesserung interner Prozesse. Arbeiten Sie in einem dynamischen Umfeld mit einem vielfältigen Team aus über 10 Ländern und genießen Sie eine großzügige Urlaubsregelung sowie zahlreiche Vorteile, die das Wohlbefinden und die Work-Life-Balance fördern. Wenn Sie ein Organisationstalent sind, das in einem schnelllebigen Umfeld gedeiht, ist dies die perfekte Gelegenheit für Sie.

Benefits

Generöse Urlaubsregelung

Flexibilität bei der Arbeit

Medizinische Versorgung

Leistungsbonus

Weihnachtsurlaub

Geburtstagsurlaub

Holidays off

Vierteljährliche mentale Gesundheitstage

Mentale Gesundheitsleistungen

Regelmäßige soziale Veranstaltungen

Qualifications

• 1-2 Jahre Erfahrung in operativen oder projektbezogenen Rollen.
• Erfahrung in einem Startup oder im Gesundheitswesen ist von Vorteil.

Responsibilities

• Verwalten der Kundenanmeldung und Programmkonfiguration.
• Unterstützen der Client Success-Teams bei aktiven Kunden.

Skills

Projektkoordination

Kundenservice

Detailorientierung

Zeitmanagement

Kommunikation

Spreadsheets (Google Sheets, Excel)

Teamarbeit

Tools

CRM-Systeme

Automatisierungstools

Job description

As a Client Success Operations Executive, you will play a key role in enabling the Client Success team to deliver a best-in-class experience to our B2B clients. This includes managing client onboarding and program configuration, supporting L&D webinar execution, and driving process improvements across our internal workflows.

Client Onboarding & Setup

• Set up and configure new client accounts across Intellect systems (e.g., Admin Dashboard, program configuration, email drips).
• Coordinate with internal teams to ensure timely go-live readiness.

Operational Support & Maintenance

• Support the Client Success team in servicing active clients by making backend changes, updating employee lists, and maintaining content in the Admin Dashboard.
• Source and coordinate local speakers for regional or localized launch webinars in collaboration with the Client Success and L&D teams.

L&D Webinar Coordination

• Coordinate logistics and action steps for L&D webinars (e.g., MHFA, mental health workshops, webinars).
• Provide troubleshooting support during live sessions to ensure smooth execution.
• Liaise with internal facilitators and Client Success Managers to align on webinar needs and follow-ups.

Process Improvement

• Identify and propose workflow improvements to enhance team efficiency and service delivery.
• Maintain internal SOPs and templates to support scalability.

Minimum Requirements

• 1–2 years of experience in an operational, project coordination, or client servicing support role; experience in a startup or healthcare environment is a bonus.
• Highly organized with strong attention to detail and time management.
• Proficient in using spreadsheets (Google Sheets, Excel); experience with automation tools or internal CRM/dashboards is a plus.
• A team player who thrives in fast-paced, collaborative environments.
• Strong communicator who is proactive, solution-oriented, and responsive.
• Comfortable working with ambiguity and eager to learn across cross-functional domains.

Benefits

• Work in a diverse environment with people from over 10 countries.
• A generous leave policy.
• Work flexibility.
• Medical coverage.
• Performance bonus.
• Christmas leave (the team takes the whole Christmas week off).
• Birthday leave (1 day).
• Holidays off.
• Quarterly mental health days off.
• Mental health benefits (premium access to our app!).
• Work-life balance and employee wellness.
• Regular social events for non-work-related fun.