What are the responsibilities and job description for the Operations Specialist position at Tential?
Our client, a leading technology organization, is seeking a talented Operations Specialist for their Software The Operations Specialist is responsible for account management & operational support for clients that utilize their software platform. This individual will need to build and maintain strong customer relationships internally and externally while acting as a point of contact for software related inquiries.
Account Management:
- Serve as the lead point of contact for software matters in the operations department.
- Resolve customer or sales issues/inquiries by leveraging resources from across the company
- Approve CPQ quotes through Salesforce for new and existing client agreements
- Setup accounts and proper billing plans, manage pricing quotes, and resolve all billing issues
- Act as lead role for software operations projects, as needed
- Become a superuser of internal logistics and customer configuration tools.
Operations:
- Create and maintain customer records in appropriate internal systems (seed, oracle, salesforce, etc.).
- Work with various internal teams for account-related matters - sales, finance, billing, client service
- Monitor setup, configuration, and device assignment for new or existing customers across internal systems.
- Responsible for Billing adjustments via executed sales agreements
- Create detailed client billing/sales reports for various internal teams and external clients
- Lead contact for software contracts/agreement execution. Onboard new customers with software agreements via DocuSign
- Manage Orders-Customer Service and Operations email distributions
- Reconcile billing for pricing adjustments.
- Adjust billing plans for contract renewal.
Experience & Skills
- Bachelors degree with 1-2 years of work experience
- Mid to advanced level Excel skills – vlookups, multi-functions, pivot tables
- Experience with SalesForce CPQ and Netsuite a plus
- Big picture thinking
- “Go getter” attitude to improve or streamline process
- Require minimal supervision
- Team player – ability to collaborate with different functions in the organization
- Demonstrated ability to meet deadlines and requires minimal supervision
- Handle and prioritize simultaneous requests
- Strong problem-solving skills
- Ability to communicate effectively across all levels of the organization
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