Customer Onboarding & Operations Lead

Anatomy Financial; United States; Remote; USD 60,000 - 85,000; Full time

Job summary

Anatomy is building the financial operating system for healthcare. We are seeking a highly organized Customer Operations Specialist to own onboarding, implementation, and day-to-day support, and to coordinate across teams for a seamless customer experience.

You will respond to inquiries, troubleshoot issues, and ensure timely, clear communication to customers throughout the lifecycle. This role requires excellent written and verbal communication, the ability to manage multiple customer projects

Qualifications

• 2–5+ years of experience in customer onboarding, implementation, customer support, or a similar client-facing role.
• Experience managing multiple customers, projects, or workstreams simultaneously.
• Excellent written and verbal communication skills.
• Strong proficiency with customer support tools, CRMs, spreadsheets, and project management systems.
• Ability to learn new software products and workflows quickly.
• Experience at a fast-growing startup, B2B SaaS company, fintech, or healthcare technology company is a plus.
• Familiarity with healthcare billing, revenue cycle management, or financial operations is helpful but not required.

Responsibilities

• Serve as a primary point of contact for customer questions, requests, and issues.
• Respond to customer emails, slacks, or calls promptly, with clear, thoughtful, and actionable answers.
• Take ownership of incoming requests, even when resolving them requires help from another team.
• Troubleshoot customer issues, investigate problems, and follow through until they are resolved.
• Proactively provide updates so customers never have to wonder about the status of their requests.
• Maintain a high standard of written communication across dozens of active customer conversations.
• Manage a high volume of requests, customer conversations, and competing priorities without dropping details.
• Maintain a well-organized inbox and work toward clearing or appropriately triaging every incoming request each day.
• Track outstanding questions, action items, and commitments so nothing falls through the cracks.
• Identify recurring customer issues and help improve our processes, documentation, and workflows.
• Build repeatable systems that make onboarding and support more efficient as we scale.

Skills

Customer onboarding

Customer support

CRM tools

Written communication

Verbal communication

Project management

Healthcare/B2B SaaS

Fast-paced startup

Tools

CRM software

Spreadsheet software

Project management tools

Job description

Anatomy is building the financial operating system for healthcare. We are seeking a highly organized Customer Operations Specialist to own onboarding, implementation, and day-to-day support, and to coordinate across teams for a seamless customer experience.

You will respond to inquiries, troubleshoot issues, and ensure timely, clear communication to customers throughout the lifecycle. This role requires excellent written and verbal communication, the ability to manage multiple customer projects