Customer Success Operations, Consultant

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About Carrot:

Carrot Fertility is the leading global fertility and family-building platform providing care for everyone, everywhere. Trusted by more than a thousand multinational employers, health plans, and health systems, Carrot's comprehensive clinical program delivers industry-leading cost savings for employers and award-winning experiences for millions of people worldwide. From maternity through menopause and pre-pregnancy through parenting, Carrot is dedicated to expanding access and improving outcomes. Carrot empowers members with compassionate, personalized, and inclusive support.

The Role: 

 

As an Operations Consultant at Carrot, you'll play a key role in enhancing operational efficiencies across teams. You'll collaborate with colleagues both within and outside your team to standardize, document, and share new processes. Your success in this role will be driven by your ability to simplify complex tasks into repeatable steps, along with your strong communication and creative problem-solving skills. This contract is approximately 9 months long, requiring 30-40 hours per week.

Your primary responsibilities will include:

Documentation and Asset Management

  • Serve as a designated responsible individual (DRI) on the Operations Team to own, manage, and deliver training-related requests, as submitted and tracked through the CX Operations Jira service desk. This includes, but is not limited to:
  • Own inbound training and development requests as assigned to support the customer and memberfacing teams (Customer Success, Member Success & Implementation). This includes the entire lifecycle from evaluation to prioritization, implementation, and training facilitation. 
  • Oversee and implement key initiatives and breathe list tasks in Jira, as assigned, to drive improvements to operational systems, processes, and tools.
  • Execute training strategy and approach, scheduling of updates and training sessions, training session logistics, and managing bi-directional feedback.
  • Develop and execute training programs on products, new partnerships, and internal tools for customer success teams and managers.
  • Lead ongoing training for the customer and member-facing teams on a weekly, bi-weekly, or ad hoc cadence as required. 
  • Collect and create supporting documentation and assets for team members to be successful in their roles (e.g., Confluence content, support tools/resources (ex. PRD), Seismic Learnings) to help develop the relevant educational and training materials.

Onboarding & Training

  • Work closely with your leader to oversee onboarding processes and best practices with the Customer Success, Member Success, and Implementation teams.  
  • Partner with Operations leaders to develop, manage, maintain, and continually improve upon the onboarding strategy, documents, and processes for the Customer Success, Implementation, Member Success, and Customer Success Operations teams. Including but not limited to:
    • Improve the strategies for facilitation and management of onboarding responsibilities within the CS and MS team.
    • Document and maintain onboarding materials, schedules, and communications used with each new hire. 
    • Facilitate remote training content and processes for new hires. 
    • Coordinate and schedule the assignment of Seismic or other e-learning modules and shadowing sessions as defined in your onboarding strategy. 
    • Host regular check-ins with new hires on their progress as part of your defined onboarding strategy. 


The Team: 

The Carrot Operations team exists to drive efficiency and position our Customer-facing, Member-facing, and broader Operations teams to provide best-in-class service to their constituents.  We support these teams to achieve established team-level KPIs, by:

  • Enabling CX team members to support customers and members through new product, service and feature launches.  Including process development, asset management, training, ongoing support, and troubleshooting.
  • Driving cross-functional collaboration - within and outside of the Operations department - to support business-critical processes and launches.
  • Providing governance and centralized management of key business functions, including but not limited to: developing team onboarding and training programs.
  • Executing on key initiatives that drive operational efficiency across all teams within the Operations department, and enabling the organization as a whole to scale in a fiscally responsible fashion.


Minimum Qualifications: 

  • 2-4 years experience in customer success, enablement, learning & development, training, and/or customer-focused operational teams
  • You are self-motivated, take clear ownership and initiative, and seek out input and assistance from subject matter experts across the organization, as needed.
  • You are experienced in multi-tasking, able to change priorities quickly, and can operate with some level of ambiguity / limited direction - when blocked or experiencing a challenging scenario, you proactively work on finding the root cause and addressing the issue
  • You are experienced in building training materials for new and improving workflows. 
  • You demonstrate basic to intermediate proficiency with the following tools/systems:
  • Microsoft Office 365 Suite and/or Google Apps (Word/Docs and Excel/Sheets are key tools)
  • Atlassian tools (e.g., Jira, Confluence)
  • Enablement tools (e.g., Seismic, Articulate)


Preferred Qualifications:

  • Experience in building onboarding programs, developing SOPs and maintaining training documentation. 
  • You have prior exposure to high-growth work environments.
  • You demonstrate an intermediate level of proficiency with the following tools/systems:
    • Atlassian tools (e.g., Jira, Confluence) 
    • Project management tools: Asana, Trello, etc. 
    • Customer CRM (e.g., Catalyst, Salesforce)
    • Reporting & analytics (e.g., Domo)
    • Enablement tools (e.g., Seismic, Articulate) 

Compensation: 

Carrot offers a holistic Total Rewards package designed to support our employees in all aspects of their life inside and outside of work, including health and wellness benefits, retirement savings plans, short- and long-term incentives, parental leave, family-forming assistance, and a competitive compensation package. The starting base salary for this position will range from $50-$60/hr. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience. 

Why Carrot?

Carrot has received national and international recognition for its pioneering work, including Best Diversity, Equity, & Inclusion Product from the Anthem Awards, Fast Company's Most Innovative Companies, CNBC's 100 Barrier Breaking Startups, and more. Carrot is regularly featured in media reporting on issues related to the future of work, women in leadership, healthcare innovation and diversity, equity, and inclusion, including MSNBC, The Economist, Bloomberg, The Wall Street Journal, CNBC, National Public Radio, Harvard Business Review, and more. 

Carrot teams span more than 40 states across the United States and dozens of countries around the world. Carrot has received numerous workplace awards, including Fortune's Best Workplaces in Healthcare, Quartz’s Best Companies for Remote Workers, and Great Place to Work and Age-Friendly Employer certifications. Learn more at carrotfertility.com.

 

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • C#Languages
    • JavascriptLanguages
    • ReactLibraries
    • Google AnalyticsAnalytics
    • HeapAnalytics
    • DomoAnalytics
    • FigmaDesign
    • AirtableManagement
    • ConfluenceManagement
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • Google SheetsManagement
    • WordpressCMS
    • LinkedIn SalesNavigatorCRM
    • SalesforceCRM
    • SalesLoftCRM
    • SplashCRM
    • MarketoEmail
    • MarketoLead Gen
    • ZoomInfoLead Gen
    • BlueshiftLead Gen
    • SlackCollaboration
    • ZoomCollaboration
    • AsanaProject Management
    • TrelloProject Management

Location

Seattle, WA

An Insider's view of Carrot Fertility

How would you describe the company’s work-life balance?

As a new mom in sales, I was anxious to return from leave but Carrot has been incredible! I’ve been encouraged to create a schedule that fits my needs, allows me to be successful at work and present for my family. We’re encouraged to set our own working hours, take breaks, take time off and management leads by example. I love working at Carrot!

Lauren

Mid Market Account Executive

What's the biggest problem your team is solving?

Scalability! As Carrot evolves, we want to empower the growth of our codebase & offer more features within our product. We are planning to migrate to a Microservice architecture to help decouple the addition & sustenance of domain complexities. With the saved time & resources, we can better help our members navigate their family forming journeys.

Trisha

Product Engineer

How has your career grown since starting at the company?

During my time at Carrot, I've had the great privilege of taking part in our rapid growth year after year. At the same time, I have been able to 10x my personal career growth. I feel that I am able to make an impact on Carrot's processes and culture every day, which motivates me to push the envelope towards my own career goals.

Dan

Engineering Manager

What are some social events your company does?

As a distributed workforce, Carrot employees are empowered to meet other Carrots in person, whether it is Carrots getting together for a happy hour, attending a Women in Finance summit, listening to the panel, or spending a few days in Nashville at our team offsite.

Rose

Senior FP&A Manager

What are Carrot Fertility Perks + Benefits

Carrot Fertility Benefits Overview

At Carrot, one of our top priorities is to maintain the health and well-being of our employees and their families. To best meet the needs of our remote-first workforce, we offer competitive benefits including our own Carrot benefit for family forming and life-long fertility needs, covering egg freezing, IVF, adoption, gestational carrier services, menopause support, and more; several telehealth resources, including guided meditations and mindfulness programs, access to licensed therapists and coaches, and video chats with board-certified physicians from the comfort of your own home; a monthly productivity stipend that can be used to cover anything from your morning coffee ritual to a dog walker, gym membership, or your phone bill; a stipend to help create your perfect home office setup when you join the team; co-working credits if you prefer a co-working space for a change of scenery or are looking to connect with a local colleague; a generous time off policy as well as company holidays, and 14 weeks of paid parental leave for all new parents regardless of how their family was formed.

Additionally, our team stays connected virtually with weekly #ShreddedCarrots Peloton rides; regular company all-hands meetings and celebrations; monthly manager forums, lunch and learns, coffee chats to get to know people in other departments; and Employee Community Groups (ECG), including Black at Carrot, Carrots for Change (social justice), Rainbow Carrots (LGBTQ+), Carrot’s Latinx, AAPI Carrots, Parents of Carrot, and Carrot Spoonies (chronic illness/disability).

Culture
Volunteer in local community
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
In-person revenue kickoff
Employee awards
Flexible work schedule
Remote work program
Remote Carrots across the U.S. work from home or utilize co-working facilities across the US where available.
Diversity
Highly diverse management team
Carrot was co-founded by Tammy Sun, Asima Ahmad, and Juli Insinger. To learn more about our management team, please visit www.get-carrot.com/about.
Mandated unconscious bias training
Mean gender pay gap below 10%
Diversity employee resource groups
Carrot Employee Community Groups are Black @ Carrot, Carrots for Change (social justice), Rainbow Carrots (LGBTQ+), Carrot’s Latinx, AAPI Carrots, Parents of Carrot, and Carrot Spoonies.
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Carrot offers several telehealth resources, including video chats with board-certified physicians from the comfort of your own home.
Team workouts
Every Friday morning, our team members can opt into a #ShreddedCarrots Peloton ride to work out virtually with fellow Carrots.
Mental health benefits
Carrot offers several mental health resources, including appointments with licensed therapists and coaches, as well as mindfulness and meditation programs.
Transgender health care benefits
Wellness days
Abortion travel benefits
Financial & Retirement
401(K)
Company equity
Child Care & Parental Leave
Generous parental leave
Carrot is happy to provide both non-child bearing and child bearing parents up to 14 weeks of fully paid time off for the birth or adoption of a new child.
Family medical leave
Adoption Assistance
Carrot employees have a lifetime maximum benefit for family forming needs, which includes adoption assistance.
Return-to-work program post parental leave
Company sponsored family events
Fertility benefits
As the world’s leading fertility care platform, we strive to ensure we start that work at home! We provide all of our employees with access to the Carrot Fertility platform and a stipend.
Vacation + Time Off
Generous PTO
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Company-sponsored outings
Onsite office parking
Home-office stipend for remote employees
All new hires are offered a $250 WFH stipend to use towards their home office setup and a monthly $100 productivity stipend supports ongoing needs of our employees.
Mother's room
Onsite gym
Professional Development
Job training & conferences
All new hires are enrolled in Carrot University to learn about the basics of fertility care, as well as additional professional development trainings throughout the year.
Lunch and learns
Promote from within
Customized development tracks
Personal development training
Virtual coaching services

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