Customer Operations Specialist
Customer Operations Specialist
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Job Description
Summary of Job:
The Customer Operations Specialist will leverage their knowledge and practical understanding of customer service sales and bookkeeping/accounting practices to provide daily support for accounting sales operations and other departments. This position is ideal for someone who enjoys helping customers has fundamental bookkeeping skills and is excited about working with technology for a rapidly evolving Saas and Telecommunications (VoIP) organization serving the independent pharmacy market.
Description of Job Duties:
- Actively listen to customers ask clarifying questions and document details accurately in the customer relationship management (CRM) system
- Manage and direct incoming calls effectively
- Provide excellent customer service on inbound and outbound customer inquiry calls and e-mails
- Collect payment details and other essential information such as addresses phone numbers and contact information
- Create equipment estimates generate invoices and obtain payment information from customers
- Provide backup support for the Accounting Department including payment processing (ACH check and credit card payments via multiple channels such as ChargeZoom Datagate Quickbooks and Docusign)
- Match the corresponding payments to customer account records with all supportingdocumentation
- Investigate and resolve problems associated with the processing of payments
- Assist with monthly status reports and monthly closings
- Communicate with customers who are late or defaulted on payments
- Receives researches and resolves a variety of routine internal and external inquiries concerning account or contract status
- Possess organizational and time management skills to manage multiple tasks and meet deadlines
- Excellent interpersonal communication customer service and critical thinking skills
- Continuously identify opportunities for process optimization and efficiency gains within the order fulfillment workflow implementing improvements as needed
- Other duties as assigned
Required Skills and Experience:
- 2 - 3 years of customer service experience
- Proficiency in CRM software
- Familiarity with QuickBooks Online or comparable accounting software
- High degree of intellectual curiosity to expand their knowledge base and put learning to action to impact the top and bottom line of the business
- Strong service and solutions-oriented approach
- Comfortable working with cross-functional teams in Sales Onboarding Finance and Technical Support
- Have the ability to work independently with minimal supervision
- Excellent verbal and written communication and the ability to interact professionally withdiverse groups executives managers and subject matter experts
Preferred Skills and Experience:
- Prior Google Workspace Quickbooks and experience
Other Information About This Job:
- This position will be based out of our HQ in Austin TX working a hybrid position with at least 2 days a week working from the Austin office.
Required Experience:
Junior IC
Employment Type
Full-Time
