Role overview

Qualifications

2+ years of experience in customer success operations, sales operations, business operations, account administration, or a related role
Experience managing customer onboarding, account setup, workflow administration, or operational support processes
Strong attention to detail with a track record of maintaining accurate data, reporting, and system configurations
Proficiency with CRM systems, business applications, and reporting tools

Responsibilities

Lead customer onboarding activities, ensuring new customers are set up accurately, efficiently, and ready for success from day one
Manage account setup, pricing configuration, and system administration processes that support customer operations and service delivery
Build, maintain, and distribute reporting that provides Customer Success leaders with reliable operational insights and performance metrics
Identify process gaps and recommend improvements that enhance the customer experience and increase team efficiency

Key facts

Remote from: Nevada (USA)
Full time
Mid-level (2-5 years)
Customer Success Manager (CSM)
English

Hard skills

Account Management System Administration Customer Success Management Business Operations Operational Support And Analysis Data Integrity Customer Centricity

Other skills

Problem Reporting
Business Administration
Detail Oriented
Analytical Skills
Organizational Skills
Communication
Collaboration

About the company

Clear Capital

Financial Services

Clear Capital was founded with the core belief that making our customers successful opens the door to impact the mortgage industry for the benefit of all. Since 2001, our willingness to adapt to changing industry needs, customer goals and evolving technology has allowed us to become a leader in property valuation management and data solutions, and we are not done yet. We provide technology platforms that speed up loan decisioning, analytics that give real time insight into the real estate market and valuation management solutions that provide professional expertise on the condition, quality and value of residential and commercial properties. But the real difference you will experience is our unwavering desire to solve your hardest problems. Over the years we have built a team of passionate people that are committed to our customers’ success. We hire the nicest, most talented staff in the industry who embrace modern techniques and never back away from a problem. We have also been fortunate to partner with a nationwide network of independent real estate professionals (appraisers, brokers and real estate agents) that know their local market and have the experience to prove it.

Company details

Company typeSME

IndustryFinancial Services

Company size201 - 500

Links

Website LinkedIn See all jobs

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Job description

The Customer Success Operations Specialist is responsible for Customer Onboarding and Customer Success Operations through account set up, pricing system management, reporting, system administration, and process support. The successful candidate will ensure customers are set up quickly and correctly, required workflows are followed, and Customer Success leaders have reliable operational information and support.

The specialist partners with Sales, Customer Success, Finance, Product, Operations, and other teams to complete customer setup, resolve process gaps, and support evolving operational needs.

What You Will Work On

Lead customer onboarding activities, ensuring new customers are set up accurately, efficiently, and ready for success from day one.

Manage account setup, pricing configuration, and system administration processes that support customer operations and service delivery.

Maintain and improve Customer Success operational workflows, ensuring consistency, accuracy, and scalability as the business grows.

Build, maintain, and distribute reporting that provides Customer Success leaders with reliable operational insights and performance metrics.

Partner cross-functionally with Sales, Finance, Product, Operations, and Customer Success teams to coordinate customer implementation activities and resolve operational challenges.

Identify process gaps and recommend improvements that enhance the customer experience and increase team efficiency.

Support ongoing system enhancements, operational initiatives, and process optimization projects across the Customer Success organization.

Ensure data integrity across customer records, pricing systems, workflows, and reporting platforms.

Who We Are Looking For

2+ years of experience in customer success operations, sales operations, business operations, account administration, or a related role.

Experience managing customer onboarding, account setup, workflow administration, or operational support processes.

Strong attention to detail with a track record of maintaining accurate data, reporting, and system configurations.

Ability to manage multiple priorities while meeting deadlines in a fast-paced environment.

Experience collaborating with cross-functional teams to solve problems and improve processes.

Strong analytical and organizational skills with the ability to identify operational inefficiencies and drive improvements.

Proficiency with CRM systems, business applications, and reporting tools.

Excellent written and verbal communication skills.

Self-starter who takes ownership of tasks and follows through to completion.

Customer-focused mindset with a passion for delivering operational excellence.

What You Can Expect

Compensation: The base salary for this position ranges from $34.16 to $45.59 hourly, depending on your location, experience, and qualifications. Additional compensation offerings include a company profit-sharing bonus program, communication stipends, and referral bonuses.

Inclusive benefits package offering:
Comprehensive medical, dental, and company paid vision insurance, 401(k) retirement plan with employer match, voluntary life and AD&D insurance options, voluntary supplemental insurances for accident, critical illness, and legal services, paid time off (PTO) and paid holidays, employee assistance and wellness programs, company paid short term disability coverage, company contributions to health saving funds (with participation in the high deductible health plan. We offer company-paid access to Galileo for virtual primary care and Rula for virtual mental health resources.

Through our Anniversary Program, we celebrate the meaningful milestones and long tenure that reflect how much we value your contributions and commitment to our team.

Career and skill development resources to help advance your career and personal growth.

A mission-driven environment where your work makes a measurable impact on the real estate industry.

What We Value

Wherever it Leads, Whatever it Takes® - No matter how remote, complex, or unexpected. Our commitment never wavers.

Hire NICE people - Skills can be taught but character shines through. We seek those who bring integrity, kindness, and grit.

Lift others up - We lead with empathy and strive to improve the lives of those around us.

Sweat the details - Excellence lives in the little things. Getting it just so is how we make a big impact.

Raise the bar - We don’t settle for industry standards, we redefine them.

About Us

Clear Capital is a national real estate analytics, data solutions and valuation technology company with a simple purpose: to build confidence in real estate decisions to strengthen communities and improve lives. Our goal is to provide customers with a complete understanding of nearly every U.S. property through our AI-driven analytics, data solutions, valuation services and automated appraisal review platforms. Our commitment to excellence - wherever it leads, whatever it takes® - is embodied by our team members across our brands and has remained steadfast in this pursuit since our first order in 2001.

Clear Capital is an equal-opportunity employer.

To all recruitment agencies: Clear Capital does not accept agency resumes. Please do not forward resumes to our jobs alias, Clear Capital employees, or any other company location. Clear Capital is not responsible for any fees related to unsolicited resumes.