
Customer Experience Operations Specialist
Catena
full-time
Posted on:
Location Type: Remote
Location: Colombia
Visit company websiteExplore more
About the role
- Own patient cases end-to-end across chat, email, and internal systems until full resolution
- Investigate issues related to billing, orders, accounts, and service workflows
- Navigate multiple tools and workflows without unnecessary handoffs or dropped cases
- Handle complex or sensitive cases with professionalism, empathy, and accountability
- Maintain clear, accurate, and complete documentation across all systems
- Diagnose root causes of issues across operational, clinical, and pharmacy workflows
- Partner with internal teams to unblock cases and drive resolutions forward
- Escalate issues thoughtfully while retaining ownership of outcomes
- Identify service gaps and ensure they are addressed proactively
- Prepare, review, and organize patient or customer information required for next steps
- Track order, prescription, or service milestones and follow up on delays
- Communicate timelines, requirements, and updates clearly to patients
- Handle limited inbound or outbound calls when required to resolve complex cases
- Document escalations, actions taken, and final outcomes accurately
- Handle sensitive information with strict attention to accuracy, privacy, and compliance
- Identify recurring operational issues and share insights with CX and Operations leads
- Support ongoing workflow and process improvements
Requirements
- 2+ years of experience in customer operations, customer support operations, or CX roles
- Experience owning complex cases end-to-end rather than high-volume call queues
- Strong problem-solving and root-cause analysis skills
- High attention to detail and comfort working within structured systems and workflows
- Excellent written and verbal English communication skills
- Ability to work cross-functionally with clinical, pharmacy, or operations teams
- Comfort handling sensitive or regulated information with professionalism
- Nice-to-Haves (Preferred)
- Experience in healthtech, telemedicine, or regulated service environments
- Familiarity with healthcare workflows, prescriptions, or order management
- Experience supporting escalation-heavy or exception-based cases
- **Tools Proficiency**Must-Haves (Required)
- EHR or healthcare workflow systems
- Customer support or ticketing platforms
- Slack
- Notion
- Google Workspace
- Nice-to-Haves (Preferred)
- CRM or CX platforms
- Scheduling tools
- No-code or automation tools
Benefits
- - **Competitive Salary:** Based on experience and skills
- - **Remote Work:** Fully remote—work from anywhere
- - ** Performance Bonus:** Based on data accuracy, reporting timeliness, and overall sales efficiency
- - ** Team Incentives:** Recognition for maintaining 100% CRM hygiene and on-time reporting
- - ** Generous PTO:** In accordance with company policy
- - ** Health Coverage for PH-based talents:** HMO coverage after 3 months for full-time employees
- - **Direct Mentorship:** Guidance from international industry experts
- - **Learning & Development:** Ongoing access to resources for professional growth
- - **Global Networking:** Connect with professionals worldwide
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
problem-solvingroot-cause analysisattention to detailcase ownershipworkflow managementdocumentation accuracyservice gap identificationprocess improvement
Soft Skills
professionalismempathyaccountabilitycommunicationcross-functional collaboration