Customer Operations Specialist (2026-8000)

Role Summary

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.

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.

Requirements

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.