The Operations Specialist will be primarily responsible for ensuring the accuracy of data being captured in Salesforce and Zuora, prior to Order/Data Entry processing by working closely with CSMs, Finance, and Project Team Leads, as well as managing all Sales Operations Requests, such as Renewals, Change Orders, and Bulk Order break outs.  Other Order/Data Entry tasks related to Sales Operations will also be assigned as needed.

Core Functions

• Audit customer orders for any conflicts, omissions, or discrepancies and resolve appropriately by working with Sales, Customer Success team, and Finance prior to entry into database.
• Work with Customer Success Managers, Finance, and Project Team Leads to ensure accurate data gathering for new customer set up in business systems to ensure alignment of accounts, sites, subscriptions, and billing.
• Work with Customer Success Managers and Finance to support data/order entry requirements related to managing existing customer accounts. This could include updating spreadsheets in Google docs or Smartsheet, for example.
• Data entry support to help maintain accuracy of sales data in Salesforce.com CRM and Zuora billing systems as necessary
• Assist Order/Data Entry team in processing bulk orders, Renewals, Change Orders, and other Sales Administration tasks as needed

Skills and Experience

This person will have high personal accuracy standards, problem solving and communication skills. The candidate must have excellent attendance and be able to interface in a professional manner with associates in a variety of different departments.

• Excellent communication and interpersonal skills
• Excellent attention to detail
• Strong problem-solving skills
• Professionalism, dependability, and excellent attendance
• Ability to multi-task, prioritize and manage time effectively
• Flexibility to work overtime when required

• The candidate must have at least 1 year of experience in an order processing and/or data entry role.
• Experience with Microsoft Office Suite, Google: Mail; Calendar; Drive; Docs
• Ability to work at a computer for up to 8 hours

 Education:

• High School GED or Equivalent

Work Experience:

• Minimum of 1 year Data Entry skills.  2-3 years in Order processing/Data Entry strongly preferred