Customer Operations Specialist

13 Minutes ago • 2-4 Years
Operations

Job Description

Vi is a leading Enterprise-AI platform in the health industry, serving over 188 million members. The Operations Specialist acts as a bridge between technology and users, managing user access, resolving registration issues, and optimizing AI-driven outreach. This role involves supporting partner communications via in-platform tools and CRM, ideal for a structured and clear-headed individual who enjoys task completion.
Must Have:
  • 2-4 years in customer support, success, operations, or engagement roles
  • Strong verbal and written communication skills, balancing empathy and clarity
  • Experience using CRMs or engagement platforms (e.g., Salesforce, HubSpot, ZenDesk)
  • Comfortable editing messaging for tone, accuracy, and engagement
  • Ability to work across teams to de-escalate issues and resolve access barriers
  • Service-first mindset with strong executional follow-through
  • Create, update, and troubleshoot partner and user access across systems
  • Support registration flows, access permissions, and engagement readiness
  • Execute and monitor outreach campaigns (voice, SMS, email) using internal tooling and CRM systems
  • Track and escalate outreach blockers or member risk signals across functions
  • Serve as a steady, calming communicator when de-escalating issues with partners or members
  • Edit, refine, and enhance customer-facing scripts to improve clarity and effectiveness
  • Ensure outreach respects tone, context, and audience-specific nuance

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DescriptionVi is the health industry’s leading Enterprise-AI platform, serving 188M+ members across top health, wellness, and fitness brands. We use predictive intelligence to connect people with the right resource at the right time, driving better access, engagement, and outcomes.The Operations Specialist bridges our tech and its users. This hybrid role manages user access, resolves registration issues, and sharpens the quality of our AI-driven outreach. You’ll support partner communications in-platform and via CRM, eIdeal for someone structured, clear-headed, and energized by checking items of the list!# Responsibilities## User Management* Create, update, and troubleshoot partner and user access across systems.* Support registration flows, access permissions, and engagement readiness.## Intervention Support & Execution* Execute and monitor outreach campaigns (voice, SMS, email) using internal tooling and CRM systems.* Track and escalate outreach blockers or member risk signals across functions.* Serve as a steady, calming communicator when de-escalating issues with partners or members.## AI & Messaging Optimization* Edit, refine, and enhance customer-facing scripts to improve clarity, and effectiveness.* Ensure our outreach respects tone, context, and audience-specific nuance.# Requirements* 2–4 years in customer support, success, operations, or engagement roles* Strong verbal and written communicator who can balance empathy and clarity* Experience using CRMs or engagement platforms (e.g., Salesforce, HubSpot, ZenDesk, examples)* Comfortable editing messaging for tone, accuracy, and engagement* Ability to work across teams to de-escalate issues and resolve access barriers* Service-first mindset, with strong executional follow-through

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