Customer Operations Manager - Tech

Company Description

Seeking a highly organized, proactive communicator who thrives in fast-paced environments. Do you enjoy building relationships, coordinating complex workflows, and driving smooth execution across clients, internal teams, and external partners?

Our platform streamlines research partnerships, accelerates innovation pipelines, and empowers organizations with intuitive tools and expert insights. We’re looking for a Customer Operations Manager who combines the energy and discipline of an SDR with the structure and reliability of an operations professional. This is a critical role for our customer-facing team - one that blends communication, coordination, and strategic thinking to deliver exceptional client experiences.

Role Description

We're looking for a driven, resourceful self-starter to join our team in a dual-impact role that combines new business development with operational excellence in customer delivery. You'll split your time between generating pipeline with enterprise prospects and ensuring seamless project fulfillment for our existing customers. This is a full-time role on our Customer Success team. As a Customer Success Representative, you will support our clients and expert network by managing outreach, coordinating engagements, and ensuring operational excellence throughout every stage of a project. You’ll work cross-functionally with Sales and Research, serving as a trusted partner in driving customer satisfaction and project success.

What You'll Do

• Conduct proactive outreach to experts, stakeholders, and project partners via email, LinkedIn, and occasional phone calls.
• Collaborate with Customer Success, Sales, and Research teams to keep projects moving smoothly and address issues before they escalate.
• Manage day-to-day project logistics including scheduling meetings, coordinating calendars, and facilitating communication across all parties.
• Oversee administrative workflows such as contracts, invoices, payments, onboarding documents, and client/expert follow-ups.
• Maintain organized records of tasks, deadlines, communications, and project milestones.
• Act as the main point of contact for stakeholders, ensuring questions are answered promptly and professionally.
• Gather feedback, identify roadblocks, and propose solutions using strong critical thinking and independent judgment.
• Represent NotedSource with professionalism and clarity in all external interactions.

Who You Are

• You have 1+ years of experience in Customer Success, SDR work, operations, or a similar client-facing role.
• Experience and confidence with phone call outreach
• You are organized - managing multiple tasks, deadlines, and threads of communication without dropping details.
• You enjoy outreach and relationship-building, and you’re comfortable reaching out cold to new contacts.
• You’re proactive and resourceful, capable of driving tasks forward independently with minimal oversight.
• You communicate clearly and confidently, both in writing and verbally.
• You think critically, ask good questions, and can navigate complex or ambiguous situations.
• You take initiative, thrive in fast-paced environments, and enjoy contributing across teams.
• Bonus: Experience working cross-functionally in a startup or B2B SaaS environment.