--- title: 'Customer Success Operations Analyst at Tebra' canonical: 'https://feeny.ai/job/customer-success-operations-analyst-tebra-costa-rica-0ww4y44fbvz2' type: 'job' last_seen: '2026-09-15' --- # Customer Success Operations Analyst at Tebra - **Company:** Tebra - **Location:** Costa Rica - **Posted:** 2026-08-20 - **Last confirmed live:** 2026-09-15 - **Apply:** https://job-boards.greenhouse.io/tebra/jobs/4721934005 ## Job description Tebra only initiates contact with candidates via email from an official Tebra email address (@[tebra.com](http://tebra.com/), @[patientpop.com](http://patientpop.com/), or @[kareo.com](http://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 Customer Success Operations Analyst plays a key role in supporting the Customer Success team by leveraging data to drive performance and continuous improvement. Working closely with Customer Success leadership, this role involves gathering, analyzing, and reporting on data to monitor KPIs, identify trends, and uncover opportunities for optimization. To excel in this role, the Analyst will need to be proficient in data analysis and visualization, building actionable reports and dashboards to support data-driven decision-making. The role requires the ability to perform deep-dive analysis to identify root causes behind performance trends and recommend process improvements. As familiarity with team workflows and goals grows, the Analyst will also contribute to the implementation of new Customer Success and cross-functional initiatives. Key traits for success in this role include strong analytical thinking, excellent communication skills, and the ability to translate complex data into clear, actionable insights for cross-functional teams. ## Your Area of Focus Reporting and Analytics - 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 Process Improvement - Work with stakeholders to identify pain points and opportunities for improvement - Contribute to CS process improvement projects and complete deliverables on time - Collaborate with Systems teams to document requirements and identify optimal design - Measure impact of projects compared to baseline metrics Daily Ops Management - 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 - Proficient in SQL. In this role you will build and run complex queries against our Snowflake data warehouse. - Experience working with Excel, Google Sheets for modeling and analysis. - Experience building dashboards in Tableau or equivalent BI tool - Familiarity working with Customer Success Management tools (i.e. Salesforce, Gainsight, CXOne/NICE call center) is a plus - A self-driven individual who adapts well to change - 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 #LI-TN1 #LI-Hybrid ## About Tebra Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. Designed to replace the clunky, fragmented tools built for corporate systems, Tebra connects EHR software, billing, automation, telehealth solution, and marketing — so providers can spend less time on admin and more time with patients. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout — helping clinicians leave work on time and rediscover their purpose. Learn more at [www.tebra.com](http://www.tebra.com/). ## 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 United States: 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 Gympass for a great workout, or TelusEmployee Assistance Program to find mental health resources, along with other resources for everyday occurrences. Costa Rica: To assist with all of life’s needs, Tebra also offers a wellness and childcare subsidy and a University/Education discount! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for access to health and fitness apps, or Telus Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences. Compliance & Privacy Disclosures NOTE: 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. As part of our commitment to a fair and efficient hiring process, Tebra utilizes BrightHire, an interview intelligence platform, for our phone and video screenings. This technology records and transcribes interviews to help us ensure consistency, reduce bias, and make more informed hiring decisions. By applying for this position, you acknowledge that your interview may be recorded. ## About Tebra ## Company Overview - **One-liner**: Tebra provides a unified EHR+ platform that combines clinical, financial, and practice growth tools to help independent healthcare practices modernize care delivery. - **Entity Type**: Private (formed via merger in 2021) - **Headquarters**: Newport Beach, California, USA - **Founded**: 2021 (formed by the merger of Kareo and PatientPop) - **Founders**: Dan Rodrigues (CEO, formerly CEO of Kareo) ## Core Business - **Primary industry/industries**: Healthcare Technology (EHR/Practice Management Software) - **Target customers**: B2B — Independent medical practices (primary care, mental health, pediatrics, dermatology, chiropractic, podiatry, and other specialties) - **Mission or purpose statement**: "To unlock better healthcare for every patient by getting your independent practice a single system that can truly be the backbone of practice success" [tebra.com](https://www.tebra.com/tebra-story) ## Products & Services - **[EHR (Electronic Health Records)]**: Cloud-based clinical documentation with AI Note Assist, electronic prescriptions, telehealth, provider scheduling, and MACRA/MIPS support. Type: SaaS. - **[Billing & Payments]**: Built-in billing software and claims management to help practices get paid faster with higher rates. Type: SaaS. - **[Scheduling]**: Smart scheduling tools designed to keep practice calendars full and reduce no-shows. Type: SaaS. - **[Reputation Management]**: Tools to attract and retain patients, including online review management and patient engagement features. Type: SaaS. - **[Practice Growth]**: Marketing and patient acquisition tools to help practices grow their digital presence. Type: SaaS. - **[Data & Insights]**: Analytics tools to uncover opportunities for business growth and transformation. Type: SaaS. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed (private company) - **Key Metric**: Trusted by 150,000+ providers; 1,000+ employees [tebra.com](https://www.tebra.com/tebra-story) - **Notable Investors/Partners**: Formed from the merger of Kareo (founded 2003) and PatientPop (founded 2014); specific investors not listed on public profile - **Growth Signals**: Named to Built In Los Angeles: Best Places to Work 2024; named to the Software Report’s Top 100 Software Companies of 2023; CEO Dan Rodrigues named Entrepreneur of the Year; recognized as a National Top Workplace for 2023; winner of the 2023 OCBJ Top Workplaces; listed among top healthcare technology companies of 2023 [tebra.com](https://www.tebra.com/careers) ## Competitive Advantages - **All-in-one platform**: Unlike competitors that require multiple vendors, Tebra combines clinical, financial, and growth tools in a single platform with transparent pricing — reducing logins, manual work, and coordination issues. - **AI-powered efficiency**: AI Note Assist automates clinical documentation; built-in AI handles reviews and repetitive admin tasks. - **HIPAA-compliant by design**: All products built with HIPAA compliance at the core, with encrypted workflows and strict privacy protocols. - **Specialty-specific workflows**: Includes specialty-specific templates, codes, and workflows for a wide range of medical specialties. - **Trusted scale**: Serving 150,000+ providers gives Tebra deep domain expertise and a large network effect. ## Strategic Focus - **Integration & unification**: Continuing to integrate Kareo and PatientPop solutions into a single, seamless platform. - **AI & automation**: Expanding AI capabilities to reduce administrative burden and protect clinician time. - **Supporting independent practices**: Doubling down on the independent practice market as the backbone of healthcare. - **Patient experience**: Combining exceptional care delivery with modern patient experience tools. ## Why Work Here - **Culture**: Values include "Better together," "Stay entrepreneurial," and "Start with the customer." Emphasizes diversity, equity, and inclusion with Employee Resource Groups, dedicated DE&I initiatives, and community partnerships. [tebra.com](https://www.tebra.com/careers) - **Remote/Hybrid**: Hybrid work model (indoor-outdoor workspaces); many roles listed as "United States - Remote" or "Heredia, Costa Rica" on the careers page. [Greenhouse](https://job-boards.greenhouse.io/tebra) - **Perks**: - Competitive medical, dental, and vision insurance - 401k and stock options - Employer-funded HSA - Life and disability insurance - Flexible, paid time off + 10 paid holidays + employee recharge days - Equipment stipend at hire + monthly work-from-home subsidy - Professional development training and mentorship program - Financial health tools, Gympass, annual fitness challenge - **Recognition**: Built In Los Angeles: Best Places to Work 2024; National Top Workplace 2023; CEO Dan Rodrigues named among Top 50 SaaS CEOs of 2023 [tebra.com](https://www.tebra.com/careers) - **Engineering culture**: Active hiring for Senior Software Engineers, Staff Engineers, Data Engineers, and Security Architects — indicating a strong, scaling engineering organization. [Greenhouse](https://job-boards.greenhouse.io/tebra) ## Sources 1. [tebra.com](https://www.tebra.com/) 2. [tebra.com/careers](https://www.tebra.com/careers) 3. [tebra.com/tebra-story](https://www.tebra.com/tebra-story) 4. [job-boards.greenhouse.io/tebra](https://job-boards.greenhouse.io/tebra) ## Other roles at Tebra - [Senior Customer Success Manager, Strategic](https://feeny.ai/job/senior-customer-success-manager-strategic-tebra-united-states-0p95cjqsbxry) — United States - [Director, Strategic Finance](https://feeny.ai/job/director-strategic-finance-tebra-united-states-f1hhp59ym6hx) — United States - [Marketing Development Representative](https://feeny.ai/job/marketing-development-representative-tebra-united-states-78k0f0zz0syk) — United States - [Senior Director, Sales](https://feeny.ai/job/senior-director-sales-tebra-united-states-9ebw313djv97) — United States - [Software Engineer I](https://feeny.ai/job/software-engineer-i-tebra-united-states-959teskj9h29) — United States - [Product Marketing Manager (TEMPORARY)](https://feeny.ai/job/product-marketing-manager-temporary-tebra-united-states-2va4b54ptgnr) — United States - [Senior Digital Marketing Manager](https://feeny.ai/job/senior-digital-marketing-manager-tebra-united-states-1ebghkhy5f3m) — United States - [Vice President, Technology Operations](https://feeny.ai/job/vice-president-technology-operations-tebra-united-states-2rfzys35wawy) — United States - [Director, Sales Enablement](https://feeny.ai/job/director-sales-enablement-tebra-united-states-j67sfx10kvrd) — United States - [Sales Development Representative](https://feeny.ai/job/sales-development-representative-tebra-united-states-80vcd89c0v65) — United States