Customer Operations Specialist (2026-8000) Remote (United States)

CareTria, Inc.; United States; A distancia; USD 42.000 - 56.000; Jornada completa

Descripción de la vacante

CareTria is seeking a Customer Operations Specialist to manage orders via phone and electronic channels, verify pricing, invoicing, and other order-to-cash activities. You will follow scripts, resolve inquiries, and act as the liaison between our company and customers.

The role demands attention to detail, strong communication, and experience with billing, CRM systems, and MS Office. Collaboration within a team and accurate documentation of financial transactions are essential.

Formación

• High School diploma or equivalent.
• Two years of billing and invoicing experience.
• Two years of customer service experience.
• Proficient with Microsoft Office Suite (Word, Excel, Outlook).

Responsabilidades

• Answers and resolves customer inquiries within committed time frames.
• Establishes and maintains strong customer relationships with knowledge of order processing and conflict resolution.
• Supports other members of the Customer Operations team in a team-structured environment.
• Promotes compliance and embraces continuous quality improvement.
• Maintains current contact documentation within CRM related to customer accounts.
• Maintains records of routine accounting transactions and ensures processes are documented and controlled.
• Validates contract pricing, units, credit limits and licensor in applicable systems.
• Accurately manages invoicing and finance management for the customer.

Conocimientos

Billing & invoicing

Customer service

Data analysis

CRM knowledge

MS Office

Educación

High School diploma or equivalent

Herramientas

CRM software

Cloud-based software

Descripción del empleo

As a Customer Operations Specialist, you will be responsible for successfully managing orders through both telephony and electronic ordering. This will include following communication scripts, handling various topics and acting as a liaison between our company and its customers. In addition, you will be responsible for verifying and reconciling financial information, which includes order to cash.

KEY RESPONSIBILITIES

• Answers and resolves customer inquiries within committed time frames
• Establishes and maintains strong customer relationships with sound knowledge of order processing and conflict resolution
• Works in a team-structured environment to provide support to other members of the Customer Operations team
• Promotes compliance and embraces continuous quality improvement
• Maintains current contact documentation within CRM related to customer accounts
• Maintain records of routine accounting transactions, ensuring internal processes are properly documented, compliant and controlled
• Validates contract pricing, units of measure, credit limits and licensor within applicable systems and updates as appropriate
• Accurately manages invoicing and finance management for the customer

The above duties are meant to be representative of the position and not all-inclusive.

MINIMUM JOB REQUIREMENTS

• High School diploma or equivalent
• Two years of previous billing and invoicing experience
• Two years of experience providing customer service to internal and external parties
• Working knowledge of Microsoft Office Suite including Word, Excel, and Outlook

KNOWLEDGE, SKILLS & ABILITIES

• Previous billing and invoicing experience
• Demonstrates strong data and information analysis
• Strong experience providing customer service to internal and external parties
• Knowledge of CRM and cloud-based software
• Strong time management, organizational skills, initiative, professional demeanor and positive attitude
• Ability to communicate effectively both orally and in writing
• Ability to promote a positive team environment

  PHYSICAL DEMANDS

  • Location of job activities 100% inside
  • Extensive manual dexterity (keyboarding, mouse, phone)
  • Use of phone for communication
  • Sit for prolonged periods of time
  • Occasionally stoop, kneel, and crouch
  • Occasionally lift, carry, and move up to 25 pounds

  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  CareTria is an equal opportunity employer.