Client Services Operations Specialist

Regroup Mass Notification — a global company with headquarters in Dallas — is growing! We currently have openings for Client Services Operations Specialist. Regroup believes in working with talented yet humble people who care about our core mission: Keeping communities and organizations safe and informed. 

We’re looking for a Client Services Operations Specialist to enhance the operational backbone of our Client Services team. You’ll play a critical role in refining processes, optimizing system, and ensuring our teams have the tools, insights, and workflows they need to deliver world-class customer experiences.

Job Responsibilities:

• Develop and refine operational processes to enhance the efficiency, consistency, and scalability of the Client Services teams

• Optimize the use of HubSpot to support the full customer lifecycle, including onboarding, training, support ticketing, and account management. Configure properties, pipelines, workflows, and reporting to align with evolving operational needs.

• Identify, document, and implement improvements in customer success workflows, playbooks, and lifecycle management strategies to increase engagement, retention, and customer health outcomes. Partner with team leads and QA Specialist to improve documentation, internal knowledge bases, and coaching materials.

• Design, build, and maintain automated dashboards and reporting frameworks that provide real-time visibility into key customer success metrics, including adoption trends, renewal forecasts, NPS/CSAT results, and account health. Ensure data is reliable, accessible, and actionable.

• Analyze customer and operational data to generate insights that inform proactive customer engagement strategies. Translate findings into recommendations for the Client Services team to improve retention, increase product value realization, and mitigate churn risk.

• Configure and manage automation tools (e.g., HubSpot workflows, email sequences, renewal triggers, health score systems) to streamline customer communications, ensure timely renewal outreach, and escalate at-risk accounts effectively and consistently.
  

Job Requirements:

Proficient or native English with impressive executive presence and communication abilities

This is a 1099 contract position.

A Background Check is required

Only resumes written in English will be considered.

A good computer and a reliable home internet connection are a must.

We believe in leading with love and doing our best. If this sounds like you, then we should probably talk sooner than later.