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Multiple amplifiers: mid-level generalist role, metro location, and broad CRM/tool requirements.
Medium - revenue operations skills transferable across SaaS and B2B, but CRM and license processing are domain-specific.
Requires 2+ years plus Salesforce/NetSuite and operational data experience, so moderate filter rigidity.
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Process orders, issue license keys, and provide customer quotes and invoices using Salesforce, NetSuite, and internal applications.
Manage customer issues and retention efforts throughout contract term, focusing on high-value renewals at risk of loss.
Maintain data integrity in internal systems, support supplier setup and due diligence processes, and recommend process improvements based on CRM data analysis.
Bachelor’s degree in Business Administration or equivalent experience.
2+ years in customer service support or order processing environment; software or technology company experience preferred.
Fluency in English and strong communication skills.
Experience with Salesforce preferred; familiarity with NetSuite and MS Office applications required.
Experienced in order processing and customer service within technology or software domains.
Detail-oriented with ability to manage multiple priority tasks accurately and efficiently.
Proficient in leveraging CRM data for operational insights and improving customer retention strategies.