Success Operations Associate

Success Operations Associate Our mission is to become the financial and revenue operating system for primary care practices. We help dental and veterinary clinics manage how money flows into the practice - from patient access, to payments, memberships, financing, insurance, and reporting - in one coherent system. Rather than treating payments, plans, and finance as separate tools, we combine them into a single operating layer that reflects how practices actually run their business. There are three structural shifts reshaping primary care right now: Patient access is moving beyond opening hours. Clinics are under pressure to be available when patients want to engage, not just when the front desk is staffed. Voice and chat interfaces are becoming the new front door to care. Revenue is becoming structured, not ad-hoc. Memberships, financing, and insurance are increasingly used to smooth cashflow, improve access, and increase predictability — particularly as NHS capacity declines and private care expands. Practices need better financial insight, not more software. Owners and managers want to understand whether their pricing, plans, and utilisation make economic sense — without becoming analysts or relying on opaque tools. Today, we support over 6,000 dental practices across the UK. 100 more join our platform every month. Tabeo is the dominant market leader for patient finance and seeks to reinvent memberships next. Beyond payments, we are launching a voice/chat AI solution that complements our existing products. Tabeo is profitable. We seek to grow revenue by 50-60% per year and exceed £25 million ARR in 2028. We believe in a remote first approach to work and equip teams with perks and tools so they can thrive. However, we all come together 2x per year for our amazing ‘Team Weeks’. We previously met in Dubai, Lisbon, Athens and Paris. Next is a surprise! About the role: We're looking for a Success Operations Associate to join our Finance team, supporting a wider account base. This is a customer-facing, reactive support role focused on fast, clear resolution of merchant queries. You'll work closely with Customer Success to keep merchants unblocked and ensure IAR and onboarding requests move smoothly through the pipeline. This role suits someone who enjoys high-volume problem-solving, clear communication, and keeping things moving efficiently through a structured workflow. Responsibilities: Ticket & Query Management Manage incoming HubSpot tickets from merchants Handle inbound callbacks from merchants, resolving queries at first point of contact where possible Prioritise and triage volume across a wide base of practices Onboarding & IAR Support Create and route service tickets for IAR (Introducer Appointed Representative) reviews Create and route service tickets for new practice onboardings Escalate to the relevant team where a query falls outside standard resolution Tools & Workflow Operate entirely within HubSpot for ticket management and reporting Follow documented processes for consistent, repeatable resolution Collaboration Work alongside Customer Success on shared accounts and handoffs Flag recurring issues or themes to help improve processes and documentation Requirements: Background in customer support or customer success Comfortable working with ticketing systems day-to-day Strong, clear written and verbal communication skills Benefits Competitive salary Remote-first working £2,000 annual training and development budget Fully equipped home-office setup AXA Business Health private medical cover (UK), including dental, optical, life assurance, wellbeing support and gym discounts Electric car scheme 24 days’ annual leave plus birthday off Enhanced parental leave Fertility treatment leave (up to 5 days per year) Contributing pension scheme (UK) Company trips, offsites, and team get-togethers we actually look forward to We seek a fully remote candidate from the UK Department Success Remote status Fully Remote Employment type Full-time About Tabeo Tabeo’s mission is to simplify payments in primary care and automate crucial, administrative tasks for the support team by providing an integrated platform. We help free up time so our users can focus on the most important work: the patient.