Client Support Operations Specialist

We are seeking a highly organized and detail-oriented Client Support Operations Specialist to manage client onboarding, account administration, customer support, and operational coordination. This role serves as the bridge between customers and field operations, ensuring accurate account setup, seamless communication, and efficient service execution.

The ideal candidate is process-driven, tech-savvy, and comfortable managing multiple systems while maintaining exceptional accuracy and customer service.

Key Responsibilities

• Manage the end-to-end onboarding of new client accounts, ensuring all information is complete and accurate.
• Maintain CRM data integrity by updating customer records, tracking account activities, and documenting all communications.
• Handle inbound and outbound customer communication via phone, email, and CRM platforms.
• Coordinate service scheduling and review work orders to ensure technicians receive complete and accurate job instructions.
• Add operational notes such as site access details, scheduling requirements, customer requests, and service instructions.
• Support billing setup, purchase order processing, invoicing, and payment follow-ups.
• Coordinate with customers and internal teams to resolve scheduling conflicts and operational issues.
• Monitor account information for accuracy and proactively identify discrepancies before they impact operations.
• Maintain organized documentation while ensuring compliance with established operational processes.
• Assist with continuous process improvements and adoption of new workflows and systems.

Requirements

• 2+ years of experience in Customer Support, Customer Success, Account Management, Operations, Dispatch, Scheduling, Project Coordination, or a similar operations-focused role.
• Excellent verbal and written English communication skills with experience supporting U.S. or international clients.
• Strong attention to detail with the ability to maintain high levels of data accuracy.
• Ability to manage multiple tasks, priorities, and software platforms simultaneously.
• Strong problem-solving skills and sound judgment when reviewing information and resolving issues.

Preferred Qualifications

• Experience using CRM platforms such as HubSpot or similar.
• Familiarity with cloud-based phone systems (e.g., Aircall or similar).
• Experience with field service management software such as ServiceBridge, ServiceTitan, Jobber, or similar.
• Exposure to invoicing, purchase orders, billing support, or accounts receivable.
• Previous experience supporting facility services, maintenance, hospitality, restaurant operations, or service-based businesses is a plus.