Associate Revenue Operations Specialist

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.