Remote CS Ops & Provisioning Specialist

LeadingReach; United States; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health benefits (company-sponsored)

Remote work (US-wide)

PTO 20 days + holidays

Job summary

LeadingReach, a remote-first SaaS company, is seeking a Customer Success Operations Specialist to ensure accurate and timely provisioning of accounts during Enterprise rollouts, web sign-ups, and microsite sign-ups. You’ll work closely with Project Management, Network Engagement, and Sales to support provisioning, manage product entitlements, and maintain data integrity across the platform.

This role rewards ownership, sharp attention to detail, and the ability to juggle multiple requests while

Qualifications

• 2+ years of experience in a customer success, operations, or data entry role.
• Experience with SaaS platforms in an administrative/operational capacity.
• Comfort working in CRM systems (Zoho experience a plus).
• Strong attention to detail and ability to manage multiple requests simultaneously.
• Excellent verbal and written communication skills.

Responsibilities

• Provision all LeadingReach accounts accurately and on time, including Enterprise rollouts, web sign-ups, and microsite sign-ups.
• Maintain accurate activity, contact, and account information in Zoho CRM while ensuring data integrity.
• Support Project Management, Network Engagement, and Sales teams with provisioning requests and end user creation.
• Use Confluence to document and maintain processes and account specifics for Enterprise builds.
• Manage competing priorities across multiple projects and daily tasks.
• Expedite requests based on urgency and business need, coordinating across teams as needed.
• Ensure Enterprise and transaction requests are completed accurately and on deadline.
• Maintain a deep understanding of product requirements for provisions and features.
• Be available outside standard business hours as needed for time-sensitive projects.
• Contribute ideas that improve operational efficiency.

Skills

Customer success

Operations

Data entry

CRM systems

Zoho

Confluence

Attention to detail

Multi-tasking

Communication

Self-starter

Tools

Zoho CRM

Confluence

Job description

LeadingReach, a remote-first SaaS company, is seeking a Customer Success Operations Specialist to ensure accurate and timely provisioning of accounts during Enterprise rollouts, web sign-ups, and microsite sign-ups. You’ll work closely with Project Management, Network Engagement, and Sales to support provisioning, manage product entitlements, and maintain data integrity across the platform.

This role rewards ownership, sharp attention to detail, and the ability to juggle multiple requests while