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Become A Customer Operations Specialist

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Working As A Customer Operations Specialist

  • $68,170

    Average Salary

What Does A Customer Operations Specialist Do At Kelly Services

* The nature of the work is focused on creating and servicing product demand.
* Provides premium order management service and delivery execution.
* Develops and maintain relevant processes, and communication that enable strong DIFOT (Deliver In Full and On Time) results.
* Maintains and improves service capabilities for both internal sales personnel and external customers.
* Continually strives for solutions that drive an improved customer experience and cost savings.
* Directly responsible for the order-to-cash process within the fulfillment process by managing the order portfolio, maximizing potential revenue opportunities while maximizing customer satisfaction, and leveraging logistics infrastructure within total delivered cost.
* Executes against customer service initiatives and business plans and ensures goals are successfully achieved to promote competitive advantages and profitability.
* Provides premium order management service and delivery execution

What Does A Customer Operations Specialist Do At Land O' Lakes

* Customer Operations Representative dedicated to meeting the requirements and expectations of customers that include Order entry, pricing and product inquiries, product availability and reporting quality concerns.
* Establish and maintain effective customer relationships with exceptional customer service and best in class telephone skills.
* Execute best Order Management practices in accordance to our Standard Operating Procedures (SOP).
* Ensure order life cycle is followed through to completion that is accurate and void of entry and pricing errors.
* Demonstrates high standards of integrity, business ethics, and personal accountability.
* Builds solid working relationships with all cross function business units with diplomacy, and tact to gain alignment satisfying customer requirements and continuous improvement

What Does A Customer Operations Specialist Do At KPMG

* Support marketing transformation engagements to translate business use cases to help redefine our client's marketing operating model
* Participate in client discussions providing advice on marketing process efficiencies and workflow optimization
* Support the development of key marketing workflows to help clients automate their marketing processes and track performance indicators of each of their marketing activities
* Provide input into engagement decisions including work plan and timeline, project management, resource allocation and career development of staff members
* Collaborate with both functional and technical teammates to come up with innovative personalized campaigns
* Serve as a resource and key team member in client projects and support progress against project milestones to help ensure timely execution of project deliverables

What Does A Customer Operations Specialist Do At Sunopta

* Develop strong working relationships with customers to provide information in the quantity, timeframes, and vehicles most important for each.
* Respond promptly to all customer inquiries, including order status, shipments completed, delays or problems with their orders and other requests.
* Provide support to sales team and brokers in support of customer requests for information.
* Prepare, analyze, and deliver accurate and timely reports to internal partners and customers.
* Proactively identify potential problems with supply and timely shipments; build solution-based action plans.
* Act as backup to Sales Executive for special projects and customer requests for information and drive implementation with cross-functional teams.
* Lead internal and customer meetings toreview inventory status, production planning, reporting and other reports and make decisions in the best interest of the customer and SunOpta,
* As applicable to business segment and/or customer type, track customer order patterns against expected demand, forecasts, and historical demand; escalate differences to Sales Executive and cross-functional partners to evaluate and drive action based on root cause.
* Partner with Planning, Logistics, Operations, Sales, and company leaders as needed to ensure product quantity and date availability to meet customer needs.
* Communicate to all impacted partners when issues or delays arise and strive to resolve issues immediately.
* Request changes in production schedules to meet customer requests for products and escalate as necessary so customer needs are met.
* Receive customer requests and orders, enter/validate, and track through internal systems and tools including Oracle ERP, AX
* DAX, Agvantage, and offline systems as appropriate.
* Manage customer blanket orders and execute releases against order volumes.
* Ensure customer orders are entered accurately, compliant with terms and conditions, and highlight variances for action.
* Validate that required customer documentation is created and/or delivered as required for shipping, customer receipt/acceptance, and invoicing.
* Analyze the daily Open Orders Report, and Order Detail (OTIF) Report and/or Daily Customer Order Monitoring Report to ensure all orders ship complete and on time.
* Drive corrective action and for missed shipments and cut product and escalate as needed.
* Validate and support the close out of the order process to ensure accurate and timely invoicing and revenue reporting.
* Serve as primary point-of-contact to customers and liaise with Sales Executive to understand the customer and SunOpta’s partnership strategy.
* As applicable to business segment, receive customer feedback, including complaints and issues, track them, and assist in the resolution and communication of solutions back to the customer.
* Partner with Quality Assurance, Legal, Warehouse, Logistics, Production, Sales and/or other internal team members as needed for resolution

What Does A Customer Operations Specialist Do At Johnson Controls

* Answers any customer/subcontractors inquiries and resolves or escalates customer issues, as appropriate.
* Updates project/labor schedules as required by project owner.
* Runs query reports, researches and reconciles unaligned costs, such as labor hours, material purchases, expenses and other operations related transactions.
* Performs necessary cost transfers.
* Prepare and submit billings.
* Completes any additional documentation required for billing, i.e. certified payroll.
* Reconciliation of accounts payable exceptions as necessary.
* Assist installation teams as needed to reach revenue goals, which may include contacting vendors.
* Researches, resolves or escalates accounts receivable disputes as outlined in the escalation process.
* Works with Accounts Receivables contact to assist with resolution of A/R issues.
* Determines appropriate actions for timely resolution.
* If needed, will interact with Customer to resolve receivable issues.
* Processes invoice credits and rebills, as necessary.
* Proactively contacts customers ensure customer satisfaction and a commitment to pay.
* Maintains notes within appropriate systems.
* Updates and retains customer account information related to special billing
* conditions, tax status, invoice approval contacts, billing addresses and special billing rates up-to-date.
* Support subcontract process including insuring all documentation has been provided to meet safety requirements and any bonds are received and lien wavers are provided per contract requirements.
* Assist COAs in resolution of issues.
* Provide additional operations administration support, as required.
* Associate’s degree preferred, high school diploma or equivalent required, plus one to two years of related work experience, preferably within a service / sales, or technical work environment.
* Must have strong interpersonal skills to effectively communicate with both internal and external clients.
* Must have the ability to simultaneously handle a large and diverse number of projects, tasks and issues with tact, cooperation, and persistence.
* Ability to prioritize work activities based upon financial impact to desired business goals.
* Experience and/or basic project accounting or costing principals is desired.
* Must have proficient computer skills within the following applications: Microsoft Word, Excel, ACCESS, Desktop Publishing and Internet business application usage

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Customer Operations Specialist jobs

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Customer Operations Specialist Typical Career Paths

Customer Operations Specialist Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Vietnamese

  • Japanese

  • Dari

  • Carrier

  • Hindi

  • Urdu

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Customer Operations Specialist

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Customer Operations Specialist Education

Customer Operations Specialist

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Real Customer Operations Specialist Salaries

Job Title Company Location Start Date Salary
Operations, Customer Success Betterworks Systems Inc. Redwood City, CA Nov 01, 2016 $100,000
Customer Operations Specialist Motorola Mobility LLC Chicago, IL Feb 15, 2016 $78,978 -
Lead Customer Operations Specialist Landmark Graphics Corporation Houston, TX Feb 21, 2011 $66,494
Lead Customer Operations Specialist Landmark Graphics Corporation Houston, TX Aug 25, 2010 $64,432
Customer Operations Specialist, SR Landmark Graphics Corporation Houston, TX Feb 26, 2016 $63,732
Customer Operations Specialist, Sr. Landmark Graphics Corporation Houston, TX Feb 26, 2015 $63,732
Customer Operations Specialist, Sr. Landmark Graphics Corporation Houston, TX Dec 12, 2014 $63,732
Senior Customer Operations Specialist Landmark Graphics Corporation Houston, TX Jan 20, 2012 $62,077
Customer Operations Specialist Landmark Graphics Corporation Houston, TX May 14, 2015 $59,446
Customer Operations Specialist Keas, Inc. San Francisco, CA Aug 21, 2015 $57,678
Customer Operations Specialist Keas, Inc. San Francisco, CA Sep 04, 2015 $57,678
Customer Operations Specialist LF USA, Inc. Plymouth Meeting, PA Oct 01, 2013 $56,100

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Top Skills for A Customer Operations Specialist


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Top Customer Operations Specialist Skills

  1. Financial
  2. Customer Satisfaction
  3. Customer Operations
You can check out examples of real life uses of top skills on resumes here:
  • Maximized HP Services Global Business Unit's financial performance through financial reporting and control at the engagement level.
  • Resolve transportation disputes and escalate issues as necessary to maintain high customer satisfaction.
  • Improved effectiveness of Customer Operations by creating and implementing customer open order report comparison procedure.
  • Conducted random audits of stores to ensure employment of correct operational protocols by staff.
  • Created procedures and standards documents for Andar data entry.

Top Customer Operations Specialist Employers

Customer Operations Specialist Videos

Career Advice on becoming an Operations Manager by Andrew L (Full Version)