Customer Operations Specialist

4 days ago


Bradenton, Florida, United States Lumistry Full time
Job Overview

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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