Revenue Operations Specialist

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Position Summary

  The Associate Revenue Operations Specialist is responsible for supporting the renewal process, as well as license management, quotes, order processing, order fulfillment, post-sales activities, and maintaining the customer database. Additionally, the Revenue Operations Specialist focuses on serving and retaining service-level-agreements (SLA’s) for existing customer bases.

Essential Functions

•    Utilize Salesforce, NetSuite, and internal applications to: 
o    Process orders and issue license keys in an accurate and timely manner.  
o    Provide customer quotes, invoices, and other related information.     
•    Responsible for resolving customer issues and mitigating potential attrition during the contract term.
•    Provide customers a personalized level of service that reinforces the value of Perforce. 
•    Ability to leverage CRM system for daily needs such as pulling reports, identifying gaps and recommending process improvements.
•    Communicate to management on significant ‘At Risk’ or ‘Closed Lost’ renewals of high dollar value.
•    Maintain customer information and ensure data integrity within internal systems. 
•    Support the supplier setup process, including execution of supplier due diligence forms and other necessary documents as required by the customer. 
•    Other related duties, as assigned. 

Required Education, Skills, and Experience

•    Fluent in English Language.
•    Bachelor’s Degree, preferably in Business Administration, related program, or equivalent experience.
•    Excellent written and oral communication skills.
•    2+ years in a customer service support role or order processing environment.
•    Previous software or technology company experience preferred. 
•    High attention to detail and proven ability to deliver accuracy across multiple tasks simultaneously. 
•    Experience in analyzing business/ operational data to identify trends and variations in results. •    Understanding of Revenue Operations and Customer Service Support. •    Salesforce experience preferred. •    Experience with MS Office applications (Excel, Word, Powerpoint). •    NetSuite experience a plus. •    Exceptional customer service and diplomacy skills. •    Proven ability to manage a large case load and prioritize incoming activity.