Customer Operations Specialist (Guadalajara)

Customer Operations Specialist (Guadalajara)

13 ago
|
Confidential
|
Guadalajara

13 ago

Confidential

Guadalajara

Join our worldwide Cyber Customer Operations team in a vital role responsible for timely order fulfillment via a customer-focused billing strategy, strong process & product knowledge, and cross-departmental collaboration.

Take charge of personal growth through a robust onboarding experience, guided career path, and people-first culture.

A successful Account Specialist is a critical-thinker who performs with a high degree of accuracy and thrives in a fast-paced environment.

KEY DUTIES

- Ensure all Renewal and Sales order processing activities across our Cyber business are within the approval guidelines to protect and drive a positive increase to ARR.

- Maintain accurate customer data in CRM systems.

- Provide service to customers via telephone and email regarding licensing, billing, or sales inquiries.

Partner with cross-functional teams to provide seamless customer support (Sales, Customer Success, Support).

- Assist Accounts Receivable on aging invoices by attending to unresponsive customers, invoice revisions, and customer requests relating to payment.

- Assist with Export license requests when necessary.

- Create and manage customer license keys or provisioning across various licensing systems with high level of accuracy.

Adhere to order specifications and company policies when creating keys or provisioning.

- Review submitted Sales orders to ensure that all necessary internal approvals, customer approval, documentation, and any additional requirements by product brand have been provided.

- Confirm submitted sales orders for accurate shipping and billing details, pricing, products, special terms,



and service dates prior to invoicing.

Ensure required approvals and documentation are provided.

- Invoice new sales, renewal, and/or upgrade orders in the appropriate CRM system within a designated turnaround time.

- Provide keys when required by Support or upon payment of new sales and/or renewals.

- Remain knowledgeable and up to date on product licensing, sales policies, and procedures.

- Support in training Peers and new starters as needed.

- Perform additional duties and projects as assigned by management.

BASIC QUALIFICATIONS

- Minimum two years customer service experience or equivalent education and experience

- Basic skills in Microsoft Office products, including Outlook, Word, PowerPoint, and Excel

- Ability to calculate pricing, including margins, discounts and increases

- Must be able to manage and prioritize multiple tasks

- Detail oriented, self-motivated, resourceful, and reliable

- Proficient verbal and written communication skills, including email etiquette

- Professional disposition with a customer service focus

- Ability to work with minimal supervision, both independently and within in a team

- Basic negotiation skills

- Creative problem-solver who acts confidently – spearheading solutions to problems that arise

- Have tolerance for ambiguity and complexity, while working efficiently in a fast-paced environment

- Basic knowledge of internal reporting tools (CRM systems, Power BI, and others as needed by brand)

- Requirement to work additional hours to ensure timely order processing around month/quarter/year end.

Required Skill Profession

Information And Record Clerks

📌 Customer Operations Specialist (Guadalajara)
🏢 Confidential
📍 Guadalajara

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