Customer Operations Specialist
4 days ago
The Customer Operations Specialist will play a vital role in supporting the accounting, sales, and operations departments by providing exceptional customer service and leveraging their knowledge of bookkeeping and accounting practices.
Key Responsibilities:
- Actively listen to customers, ask clarifying questions, and document details accurately in the CRM system
- Manage and direct incoming calls effectively
- Provide excellent customer service on inbound and outbound customer inquiry calls and emails
- Collect payment details and other essential information
- Create equipment estimates, generate invoices, and obtain payment information from customers
- Provide backup support for the Accounting Department, including payment processing and matching payments to customer account records
- Investigate and resolve problems associated with payment processing
- Assist with monthly status reports and closings
- Communicate with customers who are late or defaulted on payments
- Receives, researches, and resolves 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
Requirements:
- 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
- Strong service and solutions-oriented approach
- Comfortable working with cross-functional teams in Sales, Onboarding, Finance, and Technical Support
- Ability to work independently with minimal supervision
- Excellent verbal and written communication and the ability to interact professionally with diverse groups
Preferred Skills:
- Prior experience with Google Workspace, QuickBooks, and other relevant software
This role will be based at our Bradenton, FL office and will require a hybrid schedule with at least 2 days in office per week.
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