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Customer Operations Specialist
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Job Description
- Req#: 607087
Employer Industry: Software as a Service (SaaS)
Why consider this job opportunity:
- Salary range of $60,000 to $70,000 per year
- Opportunity for career advancement and growth within the organization
- Supportive and collaborative work environment with cross-functional teams
- Engage in innovative projects involving automation and AI tools
- Chance to make a significant impact on customer lifecycle operations
What to Expect (Job Responsibilities):
- Create and process quotes and opportunities related to renewals, dispositions, amendments, and cancellations accurately within Salesforce CPQ
- Write and maintain Standard Operating Procedures (SOPs) for critical customer operation processes
- Maintain data integrity across CRM, CPQ, and other reporting systems
- Act as an approver in the quote approval process, ensuring completeness and accuracy
- Identify recurring inefficiencies and implement scalable operational solutions
What is Required (Qualifications):
- 2-5 years of SaaS operations experience in Customer Success, Sales, Revenue, and/or Business Operations
- Strong attention to detail and a high degree of accuracy in systems work
- Analytical skills and proficiency with Microsoft Office Suite, including Excel and Word
- Excellent problem-solving skills with the ability to think critically and independently
- Familiarity with Salesforce (CPQ preferred) and experience generating quotes and workflow automations
How to Stand Out (Preferred Qualifications):
- Certifications with Salesforce and/or other CRM and CPQ systems
- AI forward mindset and comfort using AI tools such as ChatGPT, n8n, and Salesforce Agentforce
- Ability to work independently on processes and projects as needed
#SaaS #CustomerSuccess #Salesforce #CareerOpportunity #ProcessImprovement
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
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