Operations Associate
Listed on 2026-07-08
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Customer Service/HelpDesk
Client Relationship Manager, CRM System, Account Manager, HelpDesk/Support
At 360 Smarter Administration, we’re tackling one of the most pressing challenges in the U.S. today: the inefficiencies and inequities within our healthcare system. From disjointed electronic health records to preventable ER visits that cost billions, the system is overdue for change — and we’re building the solutions to fix it.
As a Operations Associate, you will play a central role in supporting our customers and strengthening long-term client partnerships. You’ll be the primary point of contact for assigned accounts, responsible for delivering exceptional service, solving problems, and driving client satisfaction, retention, and growth. This is a role for someone who thrives on building trust, staying organized, and making customers feel truly supported and appreciated.
Key Responsibilities- Serve as the primary contact for assigned customers, providing prompt, professional, and reliable support.
- Respond to inquiries via phone, email, or chat, delivering accurate information on products, services, and policies.
- Troubleshoot and resolve customer issues, service concerns, and account challenges with a solutions-oriented mindset.
- Manage account processes, including implementations, new hires, and terminations.
- Maintain detailed, up-to-date documentation of all customer interactions in CRM systems.
- Build strong, long-term relationships that support client satisfaction and retention.
- Understand customer goals and recommend services or solutions that deliver meaningful value.
- Monitor account health, identify potential risks, and proactively address concerns before escalations occur.
- Collaborate with internal teams - sales, operations, billing, and support to ensure seamless service delivery.
- Prepare and present account updates, reporting, and recommendations as needed.
- Meet key performance metrics related to satisfaction, response times, retention, and account growth.
- Work with vendor partners as needed.
- Associate or bachelor’s degree preferred.
- Strong verbal and written communication skills, with excellent active-listening abilities.
- Proven problem-solving and conflict-resolution strengths.
- Ability to manage multiple accounts, tasks, timelines, and priorities simultaneously.
- Highly organized with strong time-management skills.
- Professional, patient, and deeply customer-centric approach.
- 2-5 years of experience in customer service, account management, or a related field preferred.
- Proficiency in various software programs including Office 365 products, with strong excel skills, SharePoint, CRM software programs, Adobe Acrobat and Smart Sheet.
- Must be able to work in the United States.
- Must be able to work some evenings.
- Benefits to include Health, Dental, Vision, Disability and 401K with matching.
- In-person, collaborative startup culture at our NYC headquarters at 1500 Broadway.
- The opportunity to work on challenges that impact millions of people and billions in wasted healthcare spending.
- Significant growth opportunities as we scale.
Send your resume and a brief introduction of your relevant experience to ddb with the subject line:
Operations Associate - NYC.
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