Customer Experience & Revenue Operations Associate

About the Role

We’re an early‑stage startup looking for a Customer & Revenue Operations Associate to help us scale while maintaining a high bar for customer experience.

This role blends customer support and revenue support, with a primary focus on delivering an exceptional customer experience. You’ll own front‑line support, work closely with product and CX leadership, and support outbound prospecting efforts to help set discovery and demo calls.

This is a great role for someone who enjoys being close to customers and product, is comfortable in a startup environment, and takes initiative once they understand the context.

You won’t be handed a rigid playbook. Training is hands‑on and shadow‑based, and once you’re up to speed, you’ll be trusted and empowered to identify problems and proactively work toward solutions.

• Own incoming customer support requests through tickets in Hub Spot
• Respond promptly and professionally to customer inquiries
• Troubleshoot issues and resolve independently when possible
• Escalate product or technical issues with clear context when needed
• Track trends in customer questions and feedback and share insights with the team
• Ensure customers feel supported, informed, and followed up with

This role is not a call‑center‑style support position. Success is driven by quality, ownership, and judgment, not ticket volume alone.

• Reach out to prospects via email and phone to support discovery and demo scheduling.
• Qualify prospects and schedule discovery calls for the sales team
• Log activity and maintain clean CRM records in Hub Spot
• Collaborate with sales and CX to improve messaging and targeting over time

This role does not carry a quota. Goals are target and team‑based and are set with realistic expectations given the research‑heavy nature of the industry.

• Comfortable working in a startup or fast‑moving environment
• A self‑starter who takes initiative after gaining context
• Strong written and verbal communication skills
• Organized, detail‑oriented, and reliable with follow‑through
• Comfortable interacting with customers and prospects
• Willing to learn new tools, workflows, and skills
• Able to make judgment calls and escalate thoughtfully when needed

• Prior experience in customer support, customer success, or operations
• Familiarity with CRM or outreach tools (Hub Spot, Apollo, or similar)
• Experience supporting a SaaS product or troubleshooting software workflows
• Exposure to outbound prospecting, lead qualification, or sales support
• Experience working at an early‑stage startup or small team
• Experience with JIRA or other project management tools

These are a bonus, not requirements. We’re happy to train the right person who brings strong fundamentals and curiosity.

Because we’re a startup, training is practical and hands‑on, not rigid or overly formal.

• You’ll begin with a shadowing and ramp‑up period
• Ownership will increase as you gain familiarity with the product and customers
• You’ll have clear escalation paths and access to leadership support
• Once trained, you’ll be empowered to solve problems proactively, not just pass them along