Customer Operations Specialist
Link Consulting Services
- Guadalajara, Jal.
- Permanente
- Tiempo completo
- Order Management & Invoicing
- Process renewal and sales orders, ensuring alignment with internal approval guidelines to drive ARR.
- Review orders for accuracy in pricing, terms, service dates, and documentation prior to invoicing.
- Invoice new sales, renewals, and upgrades in the appropriate CRM within set turnaround times.
- Customer Support
- Respond to customer inquiries (licensing, billing, sales) via phone and email.
- Partner with Sales, Customer Success, and Support to provide seamless service.
- Provide license keys upon payment or as requested by Support.
- System & Data Management
- Maintain up-to-date and accurate customer data in CRM systems.
- Manage licensing or provisioning across multiple platforms with high accuracy.
- Assist with Export License requests when applicable.
- Financial Coordination
- Collaborate with Accounts Receivable to resolve aging invoices and customer payment issues.
- Quality & Compliance
- Ensure all sales orders meet product and brand-specific documentation and approval requirements.
- Adhere to internal policies when creating keys or provisioning services.
- Internal Support
- Train peers and new team members as needed.
- Remain current on product licensing, sales policies, and procedures.
- Perform special duties or projects as assigned by management.
- Minimum 2 years of customer service experience, or equivalent education/experience
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Understanding of pricing structures, including margins, discounts, and price increases
- Strong organizational and multitasking skills
- Detail-oriented, self-starter, dependable, and resourceful
- Excellent verbal and written communication skills with professional email etiquette
- Customer-centric with a professional demeanor
- Able to work independently and within a team environment
- Basic negotiation skills and creative problem-solving mindset
- Comfortable with ambiguity and complexity in fast-paced environments
- Familiarity with CRM systems, Power BI, or similar reporting tools
- Willingness to work additional hours during peak periods (month/quarter/year-end)