The Opportunity: Customer Operations Specialist

The Customer Operations Specialist is a key partner to Sales, Customer Success, and Business Operations, supporting the teams by managing the operational workflows that power the customer lifecycle. This role focuses on accurate processing, data integrity, and system coordination to ensure smooth quoting, renewals, dispositions, and account transitions. By driving efficiency behind the scenes, this position enables customer facing teams to deliver exceptional experiences and focus on strategic engagement.

What can you expect the role to look like:

• Create & process quotes & opportunities relating to renewals, dispositions, amendments, and cancellations accurately within Salesforce CPQ.
• Write and maintain SOPs for critical customer operation processes and procedures
• Maintain data integrity across CRM, CPQ, and other reporting systems.
• Act as an approver in the quote approval process, ensuring completeness and accuracy.
• Support quarterly rock initiatives and cross functional projects related to systems, processes, and customer lifecycle operations.
• Partner with Business Operations, Accounting, Sales, and Customer Success leadership to streamline workflows, documentation, and enhance operational consistency.
• Support automation and AI enabled improvements using tools such as n8n and Salesforce.
• Assist with reporting, forecasting, pipeline accuracy, and other operational initiatives.
• Support the team as needed with generating various customer facing reports
• Identify recurring inefficiencies and implement scalable, repeatable operational solutions.