Customer Operations Specialist

Anatomy Financial

. Own customer onboarding, implementation, and day-to-day support .

Posted 10/15/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer onboarding, implementation, and support, with a strong focus on communication, organization, and process improvement. Capable of managing multiple customer interactions and projects while maintaining high-quality service and responsiveness.

Highest-signal resume keywords

Customer OnboardingCustomer Support ToolsProject Management SystemsWritten CommunicationCustomer Empathy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer OnboardingImplementationCustomer SupportCustomer OperationsProject ManagementHealthcare BillingRevenue Cycle ManagementFinancial Operations

Soft Skills

Excellent CommunicationAttention to DetailOrganizationPrioritizationResponsiveness

Tools & Technologies

CRMsSpreadsheetsCustomer Support Tools

Industry Keywords

B2B SaaSFintechHealthcare Technology

About the role

Key responsibilities & impact

Own customer onboarding, implementation, and day-to-day support
Serve as the primary point of contact for customer questions, requests, and issues
Respond promptly to customer emails, Slack messages, and calls with clear, actionable answers
Take ownership of incoming requests and coordinate with other teams when needed
Troubleshoot customer issues, investigate problems, and follow through until resolution
Proactively provide customers with status updates
Maintain high-quality written communication across active customer conversations
Manage high volumes of requests, conversations, and competing priorities
Organize and triage the inbox daily
Track outstanding questions, action items, and commitments
Identify recurring issues and improve processes, documentation, and workflows
Build repeatable systems to make onboarding and support more efficient
Identify bottlenecks and help the team support more customers as Anatomy scales

Requirements

What you’ll need

2–5+ years of experience in customer onboarding, implementation, customer support, customer operations, 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
Exceptional responsiveness, relentless follow-through, outstanding organization, strong written communication, attention to detail, bias toward action, prioritization, comfort with ambiguity, customer empathy, and an AI-forward approach