{"id":2576213,"url":"https://alion.io/job/simplepractice-customer-success-operations-specialist","title":"Customer Success Operations Specialist","company":{"id":685577,"name":"SimplePractice","domain":"simplepractice.com","url":"https://alion.io/company/simplepractice-2","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":7,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-15T05:46:00Z"}},"role":"Operations","role_family":"Operations","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":74000,"max":85000,"currency":"USD","period":"year","gross":null,"usd_annual":85000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"ChatGPT","optional":false},{"name":"Agile","optional":true},{"name":"Asana","optional":true},{"name":"Figma","optional":true},{"name":"Google Workspace","optional":true},{"name":"JavaScript","optional":true},{"name":"Machine Learning","optional":true},{"name":"Slack","optional":true}],"status":"live","first_seen_at":"2026-10-12T18:45:19Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-15T12:18:50Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"About Us\nAt SimplePractice, we are improving access to quality care by equipping health and wellness clinicians with all the tools they need to thrive in private practice. \nMore than 250,000 providers trust SimplePractice to build their business through our industry-leading software with powerful tools that simplify every part of practice management. From admin work to clinical care, our suite of innovative solutions work together to reduce administrative burden-empowering solo and small group practitioners to thrive alongside their clients. \nAward-winning and people-first, SimplePractice is shaping the future of health tech. In 2026, we were recognized by BuiltIn as a Best Remote Company to Work For, Software Guru's Best Places to Code, Becker Healthcare Telehealth Companies to Know, and we won a MedTech Breakthrough Award for Best Practice Management Solution Provider.\nThe Role\nWe’re looking for a friendly, AI-passionate, and impact-driven Customer Success Operations Specialist to join our team. You’ll help us scale and optimize our Customer Success organization by equipping our teams with the right tools, workflows, and data-with a special focus on AI innovation.This role is ideal for someone who loves operational excellence, thrives on cross-functional collaboration, and gets excited about the transformational power of AI and automation\nResponsibilities\nBe a Champion of AI for the CS Org \nServe as the owner and evangelist of all AI/automation initiatives across Customer Success\nTrain, evaluate, and maintain AI models (e.g., ChatGPT, Ultimate, custom workflows)\nPartner with Enablement and Education to ensure AI tools are aligned with support philosophy and team readiness\nStay on the cutting edge of generative AI, surfacing use cases that drive efficiency, accuracy, and better CX\nAdvocate for AI-driven self-service improvements and help deploy them across channels\nTrack the impact of AI on metrics like resolution time, ticket deflection, and CSAT\nTranslate team feedback into iterative improvements and share key learnings with leadership\nManage Customer Success Tools & Systems\nAdminister and enhance CS platforms, including:Zendesk: Maintain all views, fields, triggers, automations, macros, forms, and reporting structures \nZoom, Calendly: Support scheduling and call integrations\nQA/WFM tools: Configure and manage systems like Assembled, Maestro\nMaintain up-to-date internal documentation, SOPs, and workflow playbooks for tooling and process changes\nCollaborate with Product, Engineering, and IT for system launches and improvements\n\nEnable Team and Business Success\nIdentify request trends through data and create additional workflows/initiatives to limit time spent by the CS team\nAlign tooling and workflows to support revenue-driving initiatives (e.g., trial conversion, feature adoption)\nIdentify and operationalize opportunities for upsell, retention, and self-service enablement\nDeliver on cross-functional projects with Enablement, Marketing, and Product\nSecondary Responsibilities\nSupport product launches through documentation, training, and alignment\nJump in on live support (chat, phone, Zoom) during key events or as needed\nLead Q&A sessions or 1:1 walkthroughs to support customers\nDesired Skills & Experience\n3+ years of experience in a CS Operations role\nBachelor’s degree from an accredited college or university\nA sense of urgency to provide a world-class customer experience\nThe ability to adapt to different situations and make adjustments as needed\nExperience leveraging customer success best practices\nProven ability to develop strategies, translate them into initiatives, and track successful execution\nDemonstrated operational excellence in analytical thinking, process development and improvement, problem solving, communication, delegation, and planning that will drive organizational efficiencies and customer satisfaction\nThe ability to collaborate effectively across the organization and with external stakeholders\nProficiency with technology and web apps such as Slack, Asana, and Google Workspace\nPreferred: 6+ months experience with Agile project management tools like Pivotal Tracker, collaborative interface design tools like Figma, HTML, CSS, JavaScript, Artificial Intelligence (AI)/Machine Learning (ML), API integrations, workforce management tools like Assembled, complex tech stacks, and specialized teams\nBonus Points\n1+ years experience with tools like Pivotal Tracker, Figma, Assembled, Maestro, and Zendesk\nFamiliarity with HTML/CSS/JavaScript, APIs, or SaaS integrations\nExperience maintaining or evaluating generative AI platforms\nBackground in a high-growth, B2B SaaS environment\nPast work supporting complex tech stacks or product-led CS orgs\nBenefits\nWe offer a competitive benefits program including:\nMedical, dental, vision, life & disability insurance\n401(k) plan with company match \nFlexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays\nMental health resources\nPaid parental leave & Backup Care\nTuition reimbursement\nEmployee Resource Groups (ERGs)\nCalifornia Job Applicant Privacy Notice\nThank you for your interest in opportunities at SimplePractice LLC (“SimplePractice” or “us” or “we” or “our”). Please note that when you submit your resume or application materials to us for employment purposes, you are subject to the SimplePractice California Job Applicant Privacy Notice. \nFor more information about our privacy practices, please contact us at .\nNotice to Candidates\nSimplePractice has been made aware of fraudulent job postings and unaffiliated third parties posing as our recruiting team. We do not have any affiliation or connection to these situations and only post open roles on our official Careers page (simplepractice.com/careers) and reputable job boards like our official LinkedIn or Indeed pages. \nAll official SimplePractice recruitment emails will be sent from the domains @simplepractice.com,  or  email addresses. \nExamples of fraudulent domains include careers-simplepractice.com, simplepractices.com, and simplepractice.careers.\nPlease note that SimplePractice will never ask candidates or new hires for money or payment of any kind at any stage of the recruitment or onboarding process.\nBase salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay.\nThe amount below represents the expected annual base compensation range for this job requisition. Ultimately, in determining your pay, we’ll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors.\nBase Compensation Range\n$74,000—$85,000 USD","description_format":"text","description_chars":6792,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Flexible time off","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["EHR & Clinical Software","Practice Management Software"],"lifecycle":[{"event":"open","at":"2026-10-15T00:18:11Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":2,"expected_fill_days":29,"reasons":["conf:1","win:early"],"computed_at":"2026-10-15T05:46:00Z"},"pay":{"stated_usd_annual":85000,"is_top_pay":false},"html_url":"https://alion.io/job/simplepractice-customer-success-operations-specialist","json_url":"https://alion.io/job/simplepractice-customer-success-operations-specialist.json","meta":{"generated_at":"2026-10-15T12:39:17Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19493,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":685577},"rest":"https://alion.io/mcp/rest/get_company?id=685577"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsimplepractice-customer-success-operations-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsimplepractice-customer-success-operations-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsimplepractice-customer-success-operations-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/simplepractice-customer-success-operations-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsimplepractice-customer-success-operations-specialist"}]}