About this role

Serve as a subject matter expert on all account operations processes
Handle complex customer inquiries and issues via phone, chat, and email with empathy and precision
Own a case queue end-to-end, driving timely and accurate resolution
Partner cross-functionally with Sales, Onboarding, Billing, Payments, and other teams to coordinate seamless support across the customer lifecycle
Maintain meticulous attention to detail when processing sensitive account information to prevent downstream errors
Proactively identify process gaps and contribute ideas that improve team efficiency and customer experience
Take on additional responsibilities as the team and business evolve

2+ years of customer-facing experience, ideally in an escalations or account management environment
Demonstrated ability to navigate complex, multi-step issues with accuracy and calm under pressure
Exceptional written and verbal communication skills
you can explain complicated things clearly
Relentlessly detail-oriented with strong organizational habits
Comfortable partnering cross-functionally and advocating for the customer across teams
Strong sense of urgency and ability to prioritize in a fast-paced environment
Experience with Salesforce or another CRM is a plus

Care Account Operations Advisor

Key skills