Customer Operations Specialist (2026-8000)

As a Customer Operations Specialist, you will be responsible for successfully managing orders through both telephony and electronic ordering. This will include following communication scripts, handling various topics and acting as a liaison between our company and its customers. In addition, you will be responsible for verifying and reconciling financial information, which includes order to cash.

KEY RESPONSIBILITIES:

• Answers and resolves customer inquiries within committed time frames

• Establishes and maintains strong customer relationships with sound knowledge of order processing and conflict resolution

• Works in a team-structured environment to provide support to other members of the Customer Operations team

• Promotes compliance and embraces continuous quality improvement

• Maintains current contact documentation within CRM related to customer accounts

• Maintain records of routine accounting transactions, ensuring internal processes are properly documented, compliant and controlled

• Validates contract pricing, units of measure, credit limits and licensor within applicable systems and updates as appropriate

• Accurately manages invoicing and finance management for the customer

The above duties are meant to be representative of the position and not all-inclusive.

MINIMUM JOB REQUIREMENTS:

• High School diploma or equivalent

• Two years of previous billing and invoicing experience

• Two years of experience providing customer service to internal and external parties

• Working knowledge of Microsoft Office Suite including Word, Excel, and Outlook

KNOWLEDGE, SKILLS & ABILITIES:

• Previous billing and invoicing experience

• Demonstrates strong data and information analysis

• Strong experience providing customer service to internal and external parties

• Knowledge of CRM and cloud-based software

• Strong time management, organizational skills, initiative, professional demeanor and positive attitude

• Ability to communicate effectively both orally and in writing

• Ability to promote a positive team environment

PHYSICAL DEMANDS:

• Location of job activities 100% inside

• Extensive manual dexterity (keyboarding, mouse, phone)

• Use of phone for communication

• Sit for prolonged periods of time

• Occasionally stoop, kneel, and crouch

• Occasionally lift, carry, and move up to 25 pounds

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

CareTria is an equal opportunity employer.

Originally posted on Himalayas