Client & Operations Associate – hybrid

Client Growth & Operations Associate

We’re looking for a Client Growth & Operations Associate to work directly with our client’s founder and CEO. This is an early‑career role for someone with roughly 2‑5 years of professional experience who wants to grow quickly, take ownership, work directly with customers, and help build the operations function at a fast‑growing software company. For the right person, this role can grow into a Head of Operations position managing a team of your own.

About the Role

• You’ll be part customer success manager, part sales partner, part product operator, and part founder’s right hand.
• You’ll work directly with insurance agency owners, help them get better recruiting results, support new customers referred by channel partners, and turn customer feedback into product improvements.
• You’ll also get hands‑on experience helping build an AI‑powered software product used by real customers every day. You won’t just answer questions—you’ll help identify customer needs, design better workflows, and work with our engineering team to turn customer problems into product improvements.
• This role is ideal for someone who has the client‑facing polish of a consultant, the urgency of a startup operator, and the warmth of a great customer success partner.

Work Setup & Travel

• This is a hybrid role based in Dublin, Ohio. You’ll work from home part of the time and spend time in person with the founder for training, customer strategy, product discussions, and team collaboration.
• You should also expect to travel to a handful of insurance, recruiting, and customer conferences throughout the year.
• This role requires strong responsiveness and flexibility, especially during customer onboarding, urgent customer situations, and conference periods.

• Great with people — warm, clear, patient, and easy to talk to
• Smart and curious — you like learning how things work and can quickly understand both customer problems and product details
• A structured problem‑solver — you can quickly understand a customer’s situation, identify what matters, and recommend a clear plan
• Highly organized — you can manage many customer conversations and follow‑ups without dropping balls
• A strong communicator — especially in short, clear emails and texts
• Patient and calm — you can explain things simply without making customers feel bad for asking
• Commercially minded — you understand that great customer service drives retention, referrals, and growth
• Resourceful — you figure things out instead of waiting for perfect instructions
• Professional and polished — you can communicate confidently with business owners, partners, and senior customer contacts
• High ownership — you notice problems, follow through, and care about the outcome
• Ambitious — you want to grow into a bigger leadership role as the company grows

• Management consulting or client advisory
• Customer success or account management
• Startup operations
• SaaS onboarding or implementation
• Sales or business development
• Recruiting or staffing
• Insurance agency operations

Requirements

• 2‑5 years of professional experience in a customer‑facing, consulting, sales, operations, recruiting, or account management role
• Excellent written and verbal communication skills
• Strong organization and follow‑through
• Comfortable talking with customers by phone, text, and Zoom
• Comfortable learning software tools and explaining them to non‑technical users
• Ability to work independently in a fast‑moving environment
• Strong attention to detail
• Positive, patient, and customer‑first attitude
• Excited to grow into a bigger operations role over time

• New customers feel confident and supported
• Customers use client more effectively
• Churn remains low
• Customers get more interviews and better hiring outcomes
• Sales referrals are handled quickly and professionally
• Product feedback becomes clearer and more actionable

Why This Role Is Exciting

This is a chance to join a lean, growing startup at an early stage and have a real impact. You’ll work directly with the founder and CEO, learn how a modern AI‑powered software company is built, and help shape customer‑facing features used by insurance agencies…