Tebra only initiates contact with candidates via email from an official Tebra email address (@tebra.com, @patientpop.com, or @kareo.com) or through our applicant tracking system, Greenhouse. We will only ask you to provide sensitive personal information through our official application portal — not via social media or text message. We do not conduct interviews via instant messaging.

About the Role

The Analyst, Customer Success Operations position reports into Customer Success Operations and supports Customer Success leadership. Their role is to help the Customer Success team consistently achieve performance goals while identifying opportunities for continuous improvement through new process enhancements.

To be successful in this role, the individual will be proficient in data analysis and dashboard creation. They will also partner with Customer Success leaders and cross-functional partners to plan and execute process improvement projects.

This person will promote data-driven decision making throughout the organization by building dashboards, monitoring performance trends, and performing open-ended analysis to determine root cause impacts on performance. As they become more familiar with performance trends and team processes, they will recommend process improvements and assist teams with implementation.

Your Area of Focus

Provide the Customer Success team with accurate reports and dashboards
Regularly monitor and review key metrics to identify areas of opportunity
Build repeatable data models to analyze performance trends, understand root cause drivers of performance, and identify improvement opportunities
Perform ad-hoc analyses to support specific projects or answer timely questions
Work with stakeholders to implement new metrics to monitor and optimize team performance
Work with stakeholders to identify pain points and opportunities for improvement
Contribute to CS process improvement projects and complete deliverables on time
Collaborate with the Systems team to document requirements and identify optimal design
Measure impact of project compared to the baseline metrics
Regularly prioritize and complete the work that will deliver the most impact to Customer Success KPIs and Performance. Prioritize Outcomes over Activity.
Help the Customer Success team improve performance through systems, process, tools and project management support
Run recurring operational processes critical to the functioning of the business
Assist stakeholders with presentations on monthly and quarterly team performance

Your Professional Qualifications

Bachelor's Degree from an accredited institution or relevant work experience
1-3 years of experience in a business analyst, project management, or other operations role
A self-driven individual who adapts well to change, such as in a high growth SaaS environment
Outstanding problem-solving and analytical mindset
Strong organization and prioritization skills
Excellent written and verbal communication skills
Eagerness to gain experience across a wide range of operational projects and skill sets
Familiarity working with analytical tools such as Excel, Google Sheets. Bonus if familiar with Snowflake and Tableau.
Familiarity working with Customer Success Management tools (i.e. Salesforce)

About Tebra

Kareo and PatientPop have joined forces to become Tebra, the digital backbone for practice well-being. While our teams are still supporting both products, our new hires and current employees are now united as Team Tebra.

Tebra aims to unlock better healthcare by helping independent practices bring modernized care to patients everywhere. Well over 100,000 providers trust Tebra to elevate their patient experience, and help them grow their practice. At Tebra, we’re building the future of well-being together. That shared vision for tomorrow begins with compassion and humanity today.

Our Values

Start with the Customer

We get to know our customers - and their patients - and look at the world through their lens.

Keep It Simple

Healthcare is too complex. We aim to simplify it for everyone.

Stay Entrepreneurial

We reject the status quo and solve problems with creativity, perseverance, and a bias to action.

Better Together

We are diverse, humble, and collaborative. We put the team first and win together.

Celebrate Success

Life is short and joy is underrated. We take time to have fun and celebrate success.

Perks & Benefits

In addition to our healthcare benefits, we also offer amazing perks! Need work from home basics? We offer a discount through Dell! We also offer a number of resources to help you keep your mind and body healthy. Check out obe Fitness or Gympass for a great workout, or LifeWorks Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.

#LI-SS1 #LI-Remote #BI-Remote

Remote Pay Range$65,000—$75,000 USD

Tebra is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

California residents who apply or are recruited for a job with us: please carefully review our California-specific Privacy Notice under the California Consumer Protection Act here: https://www.tebra.com/privacy-policy/california-supplemental-notice/

If you would like to report a fraudulent Tebra job posting, please contact us at talentacquisition@tebra.com and consider reporting your experience to the FBI's Internet Crime Complaint Center or the Better Business Bureau to help keep others safe online, too.

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Customer Success Operations Analyst