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Deltek Systems (Philippines), Ltd. is seeking a customer operations specialist to support commercial administration, CRM management and reporting across regions. You will help move quotes, orders, renewals and account information forward accurately.
You will work with customers and internal teams across time zones, coordinating with Support, Services and Product to ensure smooth renewals and account movements. This role emphasizes data accuracy and proactive communication.
Support smooth customer operations across commercial administration, internal coordination, customer support, ongoing engagement, CRM management and reporting. You will help keep quotes, orders, renewals, customer requests and account information moving accurately and efficiently while working closely with customers and internal teams across multiple regions.
Prepare quotes and create orders, then follow up on signatures, purchase orders and other paperwork through to completion.
Track renewals, keep customers updated on progress and confirm that orders have been processed and purchased items have been received.
Track actions from customer meetings and follow up on internal tasks, escalating anything blocked, stalled or delayed.
Gather information from Support, Services and Product teams for customer requests and escalations.
Compile the history and latest status of escalations to support effective resolution.
Answer common questions about renewals, versions, upgrades, support cases and account administration.
Assist with licence key moves and the addition of support users.
Guide customers to the appropriate Deltek portals, documentation and resources.
Raise and track support cases on behalf of customers where appropriate, while helping them understand how to manage these requests themselves.
Maintain accurate customer account, contact and key-user information proactively.
Capture changes when customer teams or key contacts move and follow up after key moves or new-user requests.
Direct new users to free training and other resources.
Share relevant event and upgrade communications and track customer engagement.
Prepare basic reporting on accounts, contacts, pipeline, opportunities and open customer requests.
Experience in sales support, sales operations, customer success administration or a similar role, ideally in B2B software.
Strong organisation and follow-through, with the ability to close loops without reminders and identify problems early.
Clear and confident written and spoken communication with customers and internal teams.
Confidence working in a CRM such as Salesforce and maintaining clean, accurate data.
Working knowledge of quoting and order processes, or the ability to learn them quickly.
A service mindset and sound judgement when deciding what to handle independently and when to involve the account owner.
Comfort working across time zones and with customers in multiple regions.
Fluency in English; additional languages are a plus.
Experience with ERP or project-based software is desirable.
Familiarity with subscription and maintenance renewals is desirable.
Experience working with Support, Services and Product teams in a software company is desirable.