Customer Operations Manager

Jobtailor; Nürnberg; Vor Ort; EUR 32.000 - 46.000; Vollzeit

Zusammenfassung

Jobtailor is seeking an organized coordinator to manage customer onboarding after contract signing, explain the process and schedule ThermoCheck appointments. You will handle funding steps, apply for required IDs and track approvals with a phone-first approach.

The role requires 1–4 years in internal sales/office or similar, strong attention to detail, and the ability to manage multiple cases without errors. Commercial training or a degree is expected.

Qualifikationen

• Deadline mindset with pacing milestones (Day 5, 14, 24).
• Managed 25–50 cases simultaneously with accuracy.
• Phone focus over email; persistent communication.
• Work directly with Head of Operations and handle input.
• Record time-critical documents immediately with accuracy.
• Commercial training or degree completed.

Aufgaben

• CASE OWNERSHIP: Welcome customers after signing, explain the process and schedule ThermoCheck.
• FUNDING: Apply for the BZA-ID, manage KfW portal, and track approval letters.
• FOLLOW-UP: Conduct phone follow-ups until progress is made.
• DATA QUALITY: Update ClickUp, Calendly, and funding folder promptly.
• ESCALATION: Identify bottlenecks and report timely to managers.
• CLOSURE: Coordinate handovers, secure acceptance reports and Wi‑Fi photos.

Kenntnisse

Case Management

Data Entry

Funding Application

Approval Tracking

Process Coordination

Polite Persistence

Attention to Detail

Independent Prioritization

Friendly Communication

Problem Identification

Ausbildung

Commercial Training

Degree

Jobbeschreibung

Responsibilities

• CASE OWNERSHIP: You are the first point of contact after contract signing — you welcome the customer, explain the process and schedule the ThermoCheck appointment.
• FUNDING: Apply for the BZA-ID, manage the KfW portal, and diligently track approval letters — without this, construction cannot start.
• FOLLOW-UP: By phone, not by email — polite and persistent until the process moves forward.
• DATA QUALITY: Update ClickUp, Calendly and the funding folder immediately, not in the evening. Every case has a status and a next step — always.
• ESCALATION: You identify bottlenecks before they escalated — and report them upward in a timely manner. Not too early, not too late.
• CLOSURE: Coordinate handover/briefing appointments, secure acceptance reports and Wi‑Fi photos — the green light for installation is in your hands.

Requirements

• DEADLINE MINDSET: You think in due dates, not tasks — Day 5, Day 14, Day 24 are pacing milestones for you.
• MANAGING PARALLEL CASES: You have demonstrably managed 25–50 cases simultaneously without errors. Nothing falls through the cracks. References confirm this.
• PHONE OVER EMAIL: You pick up the phone rather than type an email — friendly and persistent, even on the fifth attempt and with anxious customers.
• PROCESS & EXECUTE INPUT: You work directly with the Head of Operations and receive a lot of input at once. You quickly sort, prioritize independently and execute — without anyone having to follow up.
• ZERO-ERROR MENTALITY: You record time‑critical documents immediately, completely and error‑free. ClickUp, Calendly and the funding folder are control tools for you, not a box‑ticking exercise.
• BACKGROUND: Commercial training or a degree.
• 1–4 years' experience in internal sales/office, customer service, dispatch or a comparable paced service environment.
• WP/PV knowledge is a plus, not required — you will be up to speed within 2–3 weeks.

Hard Skills

• Case Management
• Data Entry
• Funding Application
• Approval Tracking
• Process Coordination

Soft Skills

• Polite Persistence
• Attention to Detail
• Independent Prioritization
• Friendly Communication
• Problem Identification

Certifications & Qualifications

• Commercial Training
• Degree