Customer Success Operations Specialist
J
JobgetherCustomer Success
Based remotely in Bengaluru, India, 2:00 PM to 11:00 PMFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 4+ years of professional experience in sales operations or a closely related operational role.
- Required Skills
- Data AnalysisSalesforce
Requirements
- 4+ years of professional experience in sales operations or a closely related operational role.
- Hands-on experience with Salesforce.com.
- Prior experience working with quoting, subscriptions, contracts, renewals, or related commercial processes.
- Experience supporting quote-to-cash workflows and sales or customer success operations.
- Undergraduate degree from an accredited university.
- Excellent written and verbal communication skills.
- Strong organizational skills with the ability to manage multiple requests, deadlines, and stakeholders.
- Self-motivated and proactive approach.
- Highly detail-oriented and process-focused with a commitment to data accuracy.
- Strong analytical and problem-solving abilities.
Responsibilities
- Support the Customer Success organization throughout the customer contract lifecycle, with a particular focus on renewals.
- Create and manage renewal quotes while ensuring deal structures accurately reflect the subscriptions and services being renewed.
- Respond promptly to Customer Success Manager inquiries related to quotes, orders, invoices, and related operational matters.
- Follow up on renewal activities through booking and order completion, processing orders where required.
- Review contract information against financial models to ensure data consistency and confirm that all required approvals are in place.
- Maintain accurate partner, prospect, and customer information in Salesforce, acting as a key data steward.
- Support various stages of the quote-to-cash process, including opportunity creation, order management, and related administrative activities.
- Collaborate effectively with Sales, Customer Success, Channel, Operations, Billing, and other cross-functional teams to resolve issues and keep processes moving.
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