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.
What You’ll Be Responsible For
Customer Support & CX Operations (Primary Focus | ~65–70%)
- Own incoming customer support requests through tickets in Hubspot
- 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.
Revenue Support / BDR (Secondary Focus | ~30–35%)
- 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 HubSpot
- 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.
What We’re Looking For
- 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
Nice to Haves
- Prior experience in customer support, customer success, or operations
- Familiarity with CRM or outreach tools (HubSpot, 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.
Training & Support
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
