Customer Operations Support Specialist (Finance)
Customer Operations Support Specialist
Offset Strategic Services, LLC (OSS) is a Service Disabled Veteran Owned Small Business headquartered in Huntsville, AL. We are focused on "Making a Difference" in the lives of our Department of Defense Customers, Communities and Employees. Our greatest strength is our people. We expect competence and character and look for uniquely skilled and passionate individuals bound by a collective vision to bring their best to our mission. OSS believes in taking great care of our employees, evidenced by our exemplary benefits package: OSS covers 75% of the monthly insurance cost towards employee Health Insurance, we offer multiple Principal product options, and we have a fantastic 401k plan match with eligibility starting on first payroll. If you are interested in an opportunity to join a great mission, supporting awesome customers with a growing company, please reach out to us to learn more!
Overview:
We are seeking a dedicated Customer Operations Support Specialist to support our PTC computer software product sales efforts. Your daily job duties include responding to inquiries from prospective Customers, delivering software license quotes, and supporting sales through to license renewals. We prefer candidates who have at least one year of experience in administrative Customer-focused roles and a willingness to learn about computer-aided design (CAD) modeling software and Product Lifecycle Management (PLM) software. This is a fulltime hybrid position and requires you to be in the office at least three days a week.
Primary Duties and Responsibilities
- Perform basic Customer Service functions, such as maintaining Customer information, responding to inquiries, and tracking leads
- Track and Enter Order Details in Database
- Generate and submit quotes to prospective Customers
- Follow up with Customers to ensure satisfaction and address any issues
- Maintain and Update Records, Invoices, and follow up on yearly license renewals
Requirements and Qualifications
- High school diploma or equivalent
- Excellent written and oral communication skills
- Outstanding organizational and multitasking skills
- Able to prioritize work and succeed under deadlines
- Professional and pleasant demeanor, always ensuring outstanding customer service
- A proactive team player with high level of dedication
- Microsoft Office expertise in Outlook, Word & Excel with demonstrated Computer proficiency
- Experience with CRM databases
Preferred Experience/Qualifications
- Bachelor's degree
- Educational focus/certification in Sales, Business, Accounting, or Administrative fields
- 1 years of experience as a Customer-focused Support Specialist or other administrative role
- Product license sales experience
- Knowledge of Quoting and Purchasing Process
- Experience Coordinating Orders w/ Vendors and Other Departments
- Strong Analytical Skills
- SalesForce CRM experience
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
