Customer Operations Specialist

We are seeking a highly organized, detail-oriented Customer Operations Specialist to support our Account Directors (ADs) in delivering exceptional client experiences. In this internal-facing role, you’ll help power the operational engine behind client success—handling workflows, managing deliverables, and ensuring smooth team execution.This position is ideal for someone who thrives in fast-paced environments, values structure and clarity, and is eager to contribute to customer growth and retention through behind-the-scenes operational excellence. While not client-facing, your contributions will have a direct impact on our clients' outcomes, enabling ADs to stay focused on strategy and relationship building.This role will be working from home permanently and during U.S. CST business hours.Tactical ExecutionCompile usage, engagement, and ROI metrics using dashboards and internal platformsGenerate visuals and insights for reporting and meeting prepBuild and maintain internal and client-facing slide decksDraft and distribute structured agendasMaintain file hygiene and version controlManage task status boards (Asana) and update deliverable logsWorkflow QA & ReportingAudit weekly operational workflows for compliance and timelinessIdentify and surface process gaps or missed steps to ADs or Pod DirectorsSummarize weekly QA outcomes and recommend adjustmentsLight Strategic Insight SupportTrack themes across tickets, usage, and internal feedbackMaintain a "value signals" tracker to highlight wins or ROI patternsFlag product or usage anomalies for AD review during renewal planningRequirements2–5 years of experience in customer operations, administrative support, project coordination, or client servicesExperience in a SaaS, tech-enabled services, or any fast-paced, process-driven environment is preferred.Familiarity with customer success teams or agency-style client operations is a plusProficiency with PowerPoint / Google Slides — strong formatting and visual clarityComfortable working with Excel (basic pivot tables, vlookups, formatting charts)Skilled in using task/project management tools: Asana, Trello, Monday.com, etc.Familiar with at least one BI or reporting tool: PowerBI, Looker, Tableau, SuperBlocksExperience with CRM systems like Salesforce, and client ticketing tools like ZendeskStrong written communication for producing agendas, documentation, and clear updatesBenefitsHireframe provides nearshore and offshore staffing solutions, operating as a remote-first organization with team members located in the United States, Mexico, and the Philippines. Our robust benefits package includes:Permanent remote work flexibilityPaid Time OffHealth Maintenance Organization (HMO) coverageAnnual performance bonusesDedicated coaches offer an extra channel of support and skill-buildingOpportunities for professional growthAt Hireframe, we cultivate a supportive environment that fosters professional development and success, ensuring our team members thrive in their careers.Learn MoreStay updated on open roles and industry insights.Follow us on:InstagramFacebookLinkedInHireframe" rel="nofollow ugc noopener noreferrer" class="external" target="_blank">YouTubeVisit our website: www.hireframe.comTune in to our What Worked podcast Check out What Worked podcast, hosted by our founders, Mike and Tyler, featuring conversations with business executives and founders—including some of our clients.Originally posted on Himalayas