Customer Operations Specialist (2026-8000)
About Our Client
The organization operates within customer operations, focusing on managing order processes and financial reconciliation to support efficient service delivery. It addresses challenges in order accuracy, customer communication, and financial management by providing structured support and quality improvement in its operations.
About the Opportunity
The Customer Operations Specialist role is responsible for managing customer orders through telephony and electronic systems while ensuring accurate financial reconciliation from order to cash. This position plays a key role in maintaining strong customer relationships, resolving inquiries promptly, and supporting the customer operations team to enhance service quality and compliance.
Responsibilities
- Respond and resolve customer inquiries within established time frames
- Maintain strong customer relationships with knowledge of order processing and conflict resolution
- Collaborate within a team environment to support Customer Operations members
- Promote compliance and continuous quality improvement
- Keep contact documentation current in CRM related to customer accounts
- Maintain records of routine accounting transactions ensuring proper documentation, compliance, and control
- Validate contract pricing, units of measure, credit limits, and licensor information in relevant systems
- Manage invoicing and finance aspects accurately for customers
Requirements
- High school diploma or equivalent
- Two years of billing and invoicing experience
- Two years of customer service experience with internal and external parties
- Proficient with Microsoft Office Suite including Word, Excel, and Outlook
- Knowledge of CRM and cloud-based software
- Strong data analysis skills
- Effective oral and written communication
- Time management, organizational skills, initiative, and ability to promote a positive team environment
Pay Range and Compensation Package
The pay range and compensation package for this role will be determined based on the candidate’s experience, skills, and other relevant factors.
Equal Opportunity Statement
Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.