Remote Customer Onboarding & Operations Specialist

Broadvoice; Colombia; Remote; COP 33,480,000 - 58,032,000; Full time

Job summary

Broadvoice, a remote-first provider, seeks a Customer Operations Coordinator to ensure every new customer order is complete and accurate before installation. You will bridge Sales and Service Delivery, verify paperwork, run business credit, and set up accounts to enable a clean handoff to the Service Coordinator.

You will also convert MAC requests into new orders, monitor delayed orders, and maintain metrics reporting.

Qualifications

• Experience in a customer-facing role handling orders, accounts, or service requests by phone and email.
• Experience updating records and tracking status in a CRM system.
• Salesforce, call center, or telecom/UCaaS/VoIP order experience (number porting, carrier portals) is a plus.

Responsibilities

• Review every new order in Salesforce before hand-off: opportunity and account fields, seats/trunks, and MRC and NRC against the signed quote.
• Confirm all documentation is signed and attached (quote, Business Order Form, LOA/COB when porting), and review order and Sales Engineer notes.
• Return incomplete or mismatched orders to Sales (RTS) with a clear note on what is needed to proceed.
• Verify number portability and note results, RTS orders that cannot port.
• Run business credit through Experian and email the customer when clarification is needed.

Skills

Detail-oriented

CRM systems

Salesforce experience

Excel

Tools

Salesforce

Rev.io

TaskRay

Experian

Job description

Broadvoice, a remote-first provider, seeks a Customer Operations Coordinator to ensure every new customer order is complete and accurate before installation. You will bridge Sales and Service Delivery, verify paperwork, run business credit, and set up accounts to enable a clean handoff to the Service Coordinator.

You will also convert MAC requests into new orders, monitor delayed orders, and maintain metrics reporting.