Customer Operations Representative

Position Overview:

This position accurately enters orders on the software and technology team to meet business and customer need.  This individual provides customer support via the telephone, internet and email and handles all customer inquiries and resolves support issues for order processing, warranty or billing, etc.  Maintain post-sale contact with customers to facilitate a positive and productive long-term relationship.

Essential duties and responsibilities include the following. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Accurately resolve customer calls/emails in a timely manner while providing a high-quality customer experience, and documenting in system(s) as required.
• Efficient in navigating multiple systems and utilizing troubleshooting skills to find the best resolution available for the customer on the first call.
• Meet/Exceed adherence to schedule at 90% or above to drive an efficient customer experience.
• Accurately enter new orders for products, services, and renewals, and documenting in system(s) as required.  Create or modify Support quotations when needed.
• Follow up in a timely manner on existing orders to receive information needed to complete order. 
• Collaborate with team members and other departments to provide customers with a full- service experience, while providing them with knowledge of their resources.
• Complies with all company policies and procedures; maintains respectful relationships with coworkers
• Coordinate with other departments (CRM, Order Entry, Sales, Accounts Receivable, Sales Enablement, etc.,) in handling purchase orders and providing service to customers.
• Complies with all company policies and procedures; maintains respectful relationships with coworkers.
• Assists with training and daily coordination and collaboration with other teams and departments.
• Reports customer issues and customer complaints to management.
• Other tasks and duties as assigned,

To be considered for and to perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

Qualifications include:

• High school degree or equivalent
• 1-3 years’ experience in customer success/account management in support of revenue clients is necessary.
• ​Strong troubleshooting and analytical ability ​ Self-starter, positive, creative problem solver.
• Ability to manage multiple customers' demands with excellent time management skills.
• Strong organizational and project management skills.
• Thrives in fast-paced environments, embraces challenges with a "can-do" attitude, is independent and demonstrates proactive strong problem-solving skills.
• Passionate about understanding and solving customer needs with a strong history of customer outcome focused roles.
• Effective interpersonal and written and verbal communication skills.
• Detail oriented with accurate data entry skills.
• Preferred experience with GoTo phone system or similar platform.
• Preferred experience with Oracle Business Suites and at least beginner level Microsoft Word and Excel.
• Proficient PC and technical/software skills.