Customer Operations Specialist (2026-8000)

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.

KEY 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.

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.