Managing various areas of the quote-to-order workflow, from CRM, CPQ, order management, to licensing and entitlement tools
Maintaining data accuracy and supporting operational processes across Customer Operations systems and tools
Developing and providing custom data extracts and reports from CRM, CPQ, ERP, service management or licensing systems
Managing issue intake processes to respond to internal (e.g., sales) and external (e.g., customer) requests related to quoting, order management, and licensing
Collaborating with business and technical teams to identify, validate, and support operational process and system improvements
Identifying, initiating tool and process improvements, assisting with proposal and participation in design and implementation
Training users from other teams or within the team holding live training/demo sessions
Coordinating issues and collaborating across other organizations or with channel and alliance partners

Excellent communication, interpersonal and presentation skills
Excellent customer service skills
Superior analytical skills
Strong problem-solving skills
Must be able to work extended hours during high-volume peak periods (especially end of quarters)
Ability to deliver quality results while under time constraints
Quick learning of new software to super-user level (office, project, CRM, CPQ, ERP, service, licensing, reporting and analytics)
Exercise own judgment in making decisions on-the-fly when encountering situations outside of defined processes or policies
Ample knowledge of the quote-to-cash process
Intermediate to advanced skills in Excel, PowerPoint, Word

Comprehensive health and wellness benefits designed to support your overall well-being.
Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
Comprehensive support for international relocations and permanent residency processes.

Customer Operations Specialist

Key skills