Demo

Customer Success Operations Analyst

PracticeTek
San Diego, CA Full Time
POSTED ON 12/10/2025 CLOSED ON 1/9/2026

What are the responsibilities and job description for the Customer Success Operations Analyst position at PracticeTek?

Stop scrolling—your dream job might just be here! At PracticeTek, we don’t do ordinary, we do bold ideas, big impact, and endless opportunities to grow. Imagine working with teammates who celebrate your wins, challenge you to think bigger, and cheer you on every step of the way. Imagine building solutions that actually change lives and reshape how healthcare works. That’s the vibe here: high-energy, high-impact, and 100% human. Ready to jump in? Let’s go!

We’re on a mission to revolutionize healthcare practices effortlessly and we live out our brand promise every day: being the Trusted Partner in retail healthcare. PracticeTek is one of the largest retail-healthcare tech providers in North America, offering everything a practitioner would need—from pre-encounter workflows to practice management, analytics, digital intake forms, marketing tools, EHRs, and payment systems—for a whopping 40,000 clinics worldwide. Over the years, we’ve brought together the best-in-class platforms that serve Chiropractic, Wellbeing, Vision, and Dental providers and their patients; and we are united by one mission: to revolutionize retail healthcare practices effortlessly.

Here, you’ll have the flexibility to contribute across multiple brands, each offering a unique path for growth. Whether you’re building products, supporting customers, or driving strategy, your journey with PracticeTek is full of opportunity.

We believe in showing up with consistent care, staying always ahead, keeping our approach market-in, making every experience feel effortless, owning it openly, and striving to do right in every decision. These aren’t just words; they’re how we live, work, and make an impact together.

At PracticeTek, You’ll Get To

  • Shape the future of healthcare with technology solutions that are always evolving to meet real-world needs.
  • Team up with passionate, talented people who care deeply about patients, providers, and making a difference.
  • See your impact firsthand by helping practices deliver care that’s simpler, smarter, and better for everyone.
  • Grow your career and your skills in an environment that celebrates curiosity, collaboration, and continuous development.

Why You’ll Love It Here

As Part Of The TekTribe, You’ll Enjoy

  • Comprehensive health, dental, and vision coverage options
  • Wellness benefits that support lifestyle, behavioral health, and overall wellbeing
  • Flexible paid time off, sick time, and 10 company-paid holidays
  • 401(k) plan with company match to help you build your future
  • Culture Committee driving initiatives that spark connection, fun, and belonging
  • A workplace powered by innovation, collaboration, and energy every day

Department Overview

The Customer Success department is a cornerstone of our business, responsible for ensuring every customer receives exceptional service and support throughout their journey. From troubleshooting and technical support to education and engagement, the team works proactively and reactively to resolve issues, maximize product value, and drive satisfaction. Collaboration across departments is key to ensuring our software exceeds customer expectations and delivers lasting impact.

What You’ll Do

Here’s how you’ll help us bring our mission to life and show up as a Trusted Partner:

Analyze & Translate

  • Dive into data from systems like AWS Connect (phone), handle time, sentiment, AI chat/voice bots, etc.
  • Identify trends, gaps, and performance opportunities.
  • Translate complex data into clear stories and recommendations.

Enable & Coach

  • Help directors and managers understand and apply data.
  • Build simple frameworks/tools that make data part of everyday decision-making.
  • Support directors in holding teams accountable based on facts.

Drive Performance

  • Partner with our data analysts on dashboards/models (Tableau, Looker, Metabase).
  • Recommend process or operational improvements based on insights.
  • Track follow-through and ensure actions lead to results.

Be a Strategic Utility Player

  • Work directly with leadership
  • Jump into new verticals or special projects.
  • Connect dots across teams and systems.
  • Thrive in ambiguity and help build structure where there isn’t any (yet).

How Success is Measured

Here’s how we’ll know you’re making an impact and raising the bar:

  • Lead monthly performance review meetings with Customer Success leadership to align on insights, trends, and action items.
  • Achieve at least 90% dashboard/report adoption among directors and managers.
  • Deliver actionable insights that drive measurable improvements in operational metrics (e.g., handle time, sentiment, first contact resolution, and efficiency).
  • Partner with leaders to implement and track process changes resulting in a minimum 10% improvement in team performance or productivity within the first year.
  • Establish and maintain a data-to-action framework across all Customer Success verticals, ensuring accountability and follow-through.

What You Bring

Your unique talents are what make you shine. For this role, success looks like:

  • Blend of data analyst, operator, and coach/influencer—you can translate analytics into real-world outcomes.
  • Experience with performance metrics and systems such as AWS Connect, Tableau, Looker, Metabase, Salesforce, Zendesk, and other customer engagement or analytics tools.
  • Proven ability to help teams and leaders understand and use data to drive measurable improvements.
  • Strong communication and storytelling skills—able to simplify complex data and turn it into actionable insights.
  • Skilled at working across multiple data sources and connecting insights between systems (e.g., telephony, AI chat/voice bots, CRM, and customer experience platforms).
  • Ability to influence and drive accountability without formal authority, aligning diverse teams around shared performance goals.
  • Comfort operating across multiple functions or verticals in fast-paced, high-growth environments.
  • Excitement to build structure where none exists, experiment, and help define a new function at the intersection of data and operations.

Ready to Join?

If you’re excited to bring your ideas, energy, and expertise to a team that’s shaping the future of healthcare, we can’t wait to hear from you. Apply today and let’s make healthcare simpler, smarter, and Better.Together.

The Fine Print (That Really Matters)

At PracticeTek, we determine compensation by considering market data, internal equity, and each candidate’s skills and experience. For this position, we reasonably expect to pay between 80k-90k. This role is also eligible for benefits, including health, dental, vision, paid time off, 401(k) with company match, and may be eligible for additional compensation such as bonuses or equity, as applicable.

PracticeTek is an Equal Opportunity Employer. We are committed to creating an inclusive environment where all employees feel valued and supported. All qualified applicants will receive fair treatment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, age, disability, veteran status, genetic information, marital status, uniformed service status, or any other characteristic protected under applicable law.

This job description is not a contract of employment and does not alter the at-will relationship between PracticeTek and its employees.

Salary : $80,000 - $90,000

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