Review sales booking packages and process order bookings, including MAC (Moves, Adds, Changes), Box Sales, Projects, Subscriptions, and Licenses.
Set up projects in the ERP system and process change control requests.
Collaborate with Sales to resolve booking rejections.
Process daily billings for Service and Install.
Manage SLA (Service Level Agreement)/ SecurePlan expirations and renewals.
Quote and process subscription renewals while tracking software license expirations and renewals.
Establish and manage billing cycles for subscriptions.
Ensure timely invoice collection by contacting customers and managing collection activities for aged balances.
Communicate with customers regarding new billings and overdue balances.
Work with the Operations team to correct billing discrepancies.
Issue invoice corrections and credits as needed.
Edit Sales Orders for MAC and Box Sales jobs.
Create NCCO (No Charge Change Order) Sales Orders and communicate Sales Order numbers to PM1 or PM2/PC for ordering.

2+ years of experience in customer operations or related fields such as: Customer Service, Scheduling/Dispatch, Accounts Payable/Accounts Receivable (AP/AR), Purchasing, Shipping/Receiving, Inventory Management, Sales Support, etc.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) products.
Strong verbal and written communication skills with the ability to interact at all levels of the organization.
Ability to work independently, manage priorities in a fast-paced environment, and meet deadlines.
Strong organizational and administrative skills with attention to detail.
High level of integrity and discretion in handling confidential information.
Experience in accounts receivable is a plus.
Prior experience in an office setting is preferred.

Customer Operations Specialist

Key skills