The Customer Operations Specialist isa critical role responsible for accurate and timely order fulfillment. You'll drive a customer-focused billing strategy, utilize deep product/process knowledge, and collaborate cross-functionally to ensure seamless customer experiences. A successful Specialist is detail-oriented, thrives in fast-paced environments, and embraces continuous personal and professional growth.
Responsibilities:
Order Management & Invoicing
Process renewal and sales orders, ensuring alignment with internal approval guidelines to drive ARR.
Review orders for accuracy in pricing, terms, service dates, and documentation prior to invoicing.
Invoice new sales, renewals, and upgrades in the appropriate CRM within set turnaround times.
Customer Support
Respond to customer inquiries (licensing, billing, sales) via phone and email.
Partner with Sales, Customer Success, and Support to provide seamless service.
Provide license keys upon payment or as requested by Support.
System & Data Management
Maintain up-to-date and accurate customer data in CRM systems.
Manage licensing or provisioning across multiple platforms with high accuracy.
Assist with Export License requests when applicable.
Financial Coordination
Collaborate with Accounts Receivable to resolve aging invoices and customer payment issues.
Quality & Compliance
Ensure all sales orders meet product and brand-specific documentation and approval requirements.
Adhere to internal policies when creating keys or provisioning services.
Internal Support
Train peers and new team members as needed.
Remain current on product licensing, sales policies, and procedures.
Perform special duties or projects as assigned by management.
Qualifications:
Minimum 2 years of customer service experience, or equivalent education/experience
Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Understanding of pricing structures, including margins, discounts, and price increases
Strong organizational and multitasking skills
Detail-oriented, self-starter, dependable, and resourceful
Excellent verbal and written communication skills with professional email etiquette
Customer-centric with a professional demeanor
Able to work independently and within a team environment
Basic negotiation skills and creative problem-solving mindset
Comfortable with ambiguity and complexity in fast-paced environments
Familiarity with CRM systems, Power BI, or similar reporting tools
Willingness to work additional hours during peak periods (month/quarter/year-end)
Advanced English required
Recuerda que ningún reclutador puede pedirte dinero a cambio de una entrevista o un puesto. Asimismo, evita realizar pagos o compartir información financiera con las empresas.