Customer Operations Specialist

At LifeLoop, we have one goal: helping senior living communities flourish. Our technology helps engage residents, delight staff, and connect family members. Offering a full suite of software solutions to support senior living communities, LifeLoop breaks down barriers and enables seniors, including those with memory loss, to create meaningful connections and engagement experiences with caregivers and family members. A simple press of a button on our touchscreens or app can launch hundreds of applications for recreation, social connection, memory care engagement, and therapy programs, while our operational solutions enable staff to work with more efficiency and get back to what's most important: spending time with residents. Connecting people with their passions, each other, and the world is critical to our vision, and the work we do makes a positive difference every single day.

Want to make a positive and meaningful impact? Then come be a part of LifeLoop, an innovative leader in purpose-built technology for seniors.

Join the Vista Family:

In March 2021, Vista Equity Partners acquired iN2L, the leading resident engagement platform in senior living. In April of 2022, Vista acquired LifeLoop and merged the two companies together to create the most comprehensive senior living operations and engagement platform in the market. In September 2023, iN2L and LifeLoop rebranded as LifeLoop.

Vista's portfolio of technology and software companies includes more than 70 enterprise software, data, and technology-enabled companies that serve over 200 million users and employ more than 70,000 team members around the world. Their "intraportfolio" approach allows for career advancement opportunities and provides LifeLoop employees the opportunity to benefit from shared learnings from across Vista's ecosystem.

The Opportunity: Customer Operations Specialist

The Customer Operations Specialist is a key partner to Sales, Customer Success, and Business Operations, supporting the teams by managing the operational workflows that power the customer lifecycle. This role focuses on accurate processing, data integrity, and system coordination to ensure smooth quoting, renewals, dispositions, and account transitions. By driving efficiency behind the scenes, this position enables customer facing teams to deliver exceptional experiences and focus on strategic engagement.

What can you expect the role to look like:

• Create & process quotes & opportunities relating to renewals, dispositions, amendments, and cancellations accurately within Salesforce CPQ.
• Write and maintain SOPs for critical customer operation processes and procedures
• Maintain data integrity across CRM, CPQ, and other reporting systems.
• Act as an approver in the quote approval process, ensuring completeness and accuracy.
• Support quarterly rock initiatives and cross functional projects related to systems, processes, and customer lifecycle operations.
• Partner with Business Operations, Accounting, Sales, and Customer Success leadership to streamline workflows, documentation, and enhance operational consistency.
• Support automation and AI enabled improvements using tools such as n8n and Salesforce.
• Assist with reporting, forecasting, pipeline accuracy, and other operational initiatives.
• Support the team as needed with generating various customer facing reports
• Identify recurring inefficiencies and implement scalable, repeatable operational solutions.

What we expect of you:

Ideal candidates will likely have 2-5 years of SaaS operations experience in Customer Success, Sales, Revenue and/or Business Operations, but other candidate profiles may be considered. We are looking for a self-starter who can problem solve and operate autonomously but also communicates and works effectively in a tight-knit cross functional team environment. Certifications with Salesforce and/or other CRM and CPQ systems would make certain candidates stand out meaningfully.

• Strong attention to detail and a high degree of accuracy in systems work.
• Analytical skills and proficiency with Microsoft Office Suite including Excel and Word.
• Excellent problem-solving skills with the ability to think critically and independently
• Adaptability to learn new tools, processes, and systems quickly.
• Takes initiative and is able to work independently on processes and projects as needed.
• Keen eye for opportunities for process and system improvement.
• Familiarity with Salesforce (CPQ preferred) and experience generating quotes, opportunities, and workflow automations.
• AI forward mindset and comfort using AI tools such as ChatGPT, n8n, Salesforce Agentforce, and similar platforms.
• Comfortable working independently to propose, build, operationalize, and document process improvements.
• Ability to communicate problems, needs, and solutions with internal and executive stakeholders including Business Operations, Customer Success, Sales, and Marketing.

Benefits:

• Benefit Conditions: Waiting period may apply

Health & Wellness:

• Health Insurance
• Dental Insurance
• Vision Insurance
• Health Savings Account (HSA)
• Employer HSA Match
• Flexible Spending Account (FSA)
• Critical Illness Insurance
• Hospital Indemnity Insurance
• Disability Insurance
• Life Insurance
• Employee Assistance Program (EAP)

Retirement & Financial:

• 401(k)
• 401(k) Matching
• Retirement Plan
• BeALearner Reimbursement
  

Work-Life Balance:

• Flexible Schedule
• Open PTO
• Paid Sick Leave
• Paid Parental Leave

Additional Perks:

• Referral Program
• Pet Insurance

LifeLoop is based in Greenwood Village, Colorado, but is open to candidates who are comfortable working remotely. At LifeLoop, diversity and inclusion are fundamental to how we grow and operate our business. We are building a diverse workforce that cultivates and supports all individuals. We believe a culture of equality builds a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices. LifeLoop is committed to promoting and recognizing principles of fairness, equity, and social justice in relation to, and across, intersections of race, age, color, disability, faith, religion, ancestry, national origin, citizenship, sex, sexual orientation, social class, economic class, ethnicity, gender identity, gender expression, and all other identities represented among our diverse membership. We proudly support and encourage people with military experience (active, veterans, reservists, and National Guard) as well as military spouses to apply for open job opportunities.