Customer operations specialist at Eaton USA

Querétaro, Querétaro, Mexico -

Full Time

Start Date

Immediate

Expiry Date

16 Jan, 26

Salary

0.0

Posted On

18 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Analytical Thinking, Cross-Functional Collaboration, CRM Software Proficiency, Customer Engagement, Order Management, Contract Management, Data Analysis, Process Improvement, Problem Solving, Organizational Skills, Sales Support, Customer Service, Revenue Growth, Upselling, Cross-Selling

Industry

electrical;Appliances;and Electronics Manufacturing

Description

The Customer Operations Specialist serves as a central liaison between customers, sales teams, account managers, and internal operations. Success in this role requires strong communication, analytical thinking, and cross-functional collaboration skills. The specialist will also use CRM systems to manage renewal opportunities, analyze customer data, and support ongoing customer engagement. The specialist will also use Customer Relationship Management (CRM) systems to manage renewal opportunities, analyze customer data, and support ongoing customer engagement, while also contributing to revenue growth by engaging customers in renewal discussions and identifying upsell or cross-sell opportunities Manage Customer Orders & Licensing: Review, validate, and process software orders; resolve discrepancies; coordinate license generation and ensure timely delivery to customers. Coordinate Contract Renewals: Track upcoming renewals, prepare quotes and agreements, and proactively engage with customers to ensure timely and accurate contract execution. Maintain Systems & Dashboards: Use CRM and order entry systems to manage orders and renewals; build and update centralized dashboards for visibility and reporting. Collaborate Across Teams: Serve as a point of contact for customers, sales, and internal stakeholders; provide guidance and escalate recurring issues to improve processes. Analyze & Report Data: Consolidate data from multiple platforms; prepare reports on renewal performance, customer feedback, and operational metrics. Drive Process Improvements: Identify repeatable issues, suggest workflow enhancements, and participate in cross-functional initiatives to improve customer experience and operational efficiency. Identify and Flag At-Risk Renewals: Monitor renewal opportunities for potential churn risks; escalate issues or concerns to Sales and Customer Success for outreach. Other Responsibilities as Assigned: Support additional projects or duties related to customer operations, order management, and renewals as needed. Bachelor degree necessary. Minimum 2 years of experience in order management, customer support, renewals, or related roles within software or technology environments. Bachelor's degree or associate degree in a related field is a plus. Prior experience in customer service, sales support, or renewal management role. Proficiency in CRM software and Microsoft Suite, particularly Excel. Experience managing customer lifecycles, contract terms, and renewal processes. Experience engaging customers in renewal discussions, identifying upsell and cross-sell opportunities, and contributing to revenue growth. Previous experience meeting sales or renewal quotas is a plus. Drive for results Makes Decisions & Solves Problems Demonstrates a Collaborative Style Promotes and Champions Change Business Acumen Pursues personal development Excellent written and oral communication skills in addition to strong organizational skills We are committed to ensuring equal employment opportunities for job applicants and employees. Our recruitment processes use balanced selection criteria and avoid unlawful discrimination against applicants on the basis of their age, colour, disability, marital status, national origin, gender, gender identity, genetic information, race or racial origin, religion, sexual orientation or any other status protected or required by law.

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Responsibilities

The Customer Operations Specialist acts as a liaison between customers and internal teams, managing customer orders, renewals, and data analysis. They also drive process improvements and identify at-risk renewals to enhance customer engagement and operational efficiency.