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Customer Operations Specialist

Valce Talent Solutions
🇲🇽 Mexico
Hybrid
8 months ago
  • PowerPoint
  • Power BI

Not enough detail in this posting to match

Join our worldwide Cyber Customer Operations team in a vital role responsible for timely order fulfillment via a customer-focused billing strategy, strong process & product knowledge, and cross-departmentalcollaboration.Takechargeofpersonalgrowththrougharobustonboarding experience, guided career path, and people-first culture. A successful Account Specialist is a critical-thinker who performs with a high degree of accuracy and thrives in a fast-pacedenvironment.

KEY DUTIES

  • EnsureallRenewalandSales order processingactivities across our Cyber businessarewithintheapprovalguidelinestoprotectand drive a positive increase to ARR.

  • MaintainaccuratecustomerdatainCRMsystems.

  • Provideservicetocustomersviatelephoneandemailregardinglicensing,billing,or sales inquiries. Partner with cross-functional teams to provide seamless customer support (Sales, Customer Success, Support).

  • AssistAccountsReceivableonaginginvoicesbyattendingtounresponsivecustomers, invoice revisions, and customer requests relating to payment.

  • AssistwithExportlicenserequestswhennecessary.

  • Createandmanagecustomerlicensekeysorprovisioningacrossvariouslicensingsystems with high level of accuracy. Adhere to order specifications and company policies when creating keys or provisioning.

  • ReviewsubmittedSalesorderstoensurethatallnecessaryinternalapprovals,customer approval,documentation,andanyadditionalrequirementsbyproductbrandhavebeenprovided.

  • Confirmsubmittedsalesordersforaccurateshippingandbillingdetails,pricing,products, special terms, and service dates prior to invoicing. Ensure required approvals and documentation are provided.

  • Invoicenewsales,renewal,and/orupgradeordersintheappropriateCRMsystemwithina designated turnaround time.

  • Providekeyswhenrequiredby Supportoruponpaymentofnewsalesand/orrenewals.

  • Remainknowledgeableanduptodateonproductlicensing,salespolicies,andprocedures.

  • Support in training Peers and new starters as needed.

  • Performadditionaldutiesandprojectsasassignedbymanagement.

BASICQUALIFICATIONS

  • Minimumtwoyearscustomerserviceexperienceorequivalenteducationandexperience

  • BasicskillsinMicrosoftOfficeproducts,includingOutlook,Word,PowerPoint,andExcel

  • Abilitytocalculatepricing,includingmargins,discountsandincreases

  • Mustbeabletomanageandprioritizemultipletasks

  • Detailoriented,self-motivated,resourceful,andreliable

  • Proficientverbalandwrittencommunicationskills,includingemailetiquette

  • Professionaldispositionwithacustomerservicefocus

  • Abilitytoworkwithminimalsupervision,bothindependentlyandwithininateam

  • Basicnegotiationskills

  • Creativeproblem-solverwhoactsconfidently–spearheadingsolutionstoproblemsthatarise

  • Havetoleranceforambiguityandcomplexity,whileworkingefficientlyinafast-pacedenvironment

  • Basicknowledgeofinternalreportingtools(CRMsystems,PowerBI,andothersasneeded by brand)

  • Requirement to work additional hours to ensure timely order processing around month/quarter/year end.

Customer Operations Specialist · Valce Talent Solutions

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