Published: September 12, 2024 – The Customer Operations Analyst collaborates with various departments to identify and address process gaps, while improving customer experience through enhanced reporting, data management, and workflows. This role involves developing and enforcing cross-functional processes that streamline operations and ensure system and data integrity. Additionally, the analyst drives initiatives to eliminate inefficiencies, automate tasks, and support strategic projects to optimize the overall customer service and sales process.
Tips for Customer Operations Analyst Skills and Responsibilities on a Resume
1. Customer Operations Analyst, Novus Consulting Group, Portland, OR
Job Summary:
- Problem-solve and define operational solutions
- Work with the requestor to identify specific needs and comprehensive requirements of the request
- Perform operational activities to generate HMSY files
- Coordinate weekly NDC adds, weekly and bi-annual GPI changes
- Clarify adjudication research requests and provide solutions for issue-resolution inquiries
- Review pharm-screen research requests and provide appropriate solutions
- Analyze the need for reprocessing, coordinate benefit updates with the Benefit Design Administration team, perform reprocessing
- Analyze the results of reprocessing and recommend appropriate action
- Design and generate system permission templates
- Monitor permission templates for appropriate use
- Clone operational management activities, snapping/coordinating use
- Take responsibility for coordinating BIN updates
- Assist with production file monitoring
Skills on Resume:
- Problem-Solving (Soft Skills)
- Operational Solutions (Hard Skills)
- Requirements Analysis (Soft Skills)
- HMSY Generation (Hard Skills)
- Issue Resolution (Soft Skills)
- Reprocessing Coordination (Hard Skills)
- Template Design (Hard Skills)
- File Monitoring (Hard Skills)
2. Customer Operations Analyst, Horizon Supply Co., Boise, ID
Job Summary:
- Provide proven knowledge of technical and middleware architecture, and guide business, operations, and technology teams for responsible domains
- Provide technical and functional mentorship in multiple USCC and third-party applications and platforms at the design and data level
- Assume end-to-end technical operational ownership of apps and platforms and partner with internal and external groups to ensure smooth operations
- Participate in the RFP process for new initiatives and ensure that SOWs and SLAs meet operational requirements
- Identify, solve, and drive resolution of application issues and defects following established processes
- Responsible for the operational budget for projects and new initiatives within the assigned domain
- Partner with Business and Sales and internal teams to shape and execute business sales roadmap
- Partner with external vendors and service providers and drive production support availability and issue resolution
- Perform on-call responsibilities and provide off-hours support
- Partner with the Release Management to drive and ensure operational readiness including defining needs to ensure success and reviewing and validating test plans
- Identify and communicate risks associated with component or application implementation and product rollout
- Assess potential operational outcomes for new products and features using a structured and results-driven approach while maintaining speed and agility
Skills on Resume:
- Middleware Architecture (Hard Skills)
- Technical Mentorship (Soft Skills)
- Operational Ownership (Hard Skills)
- RFP Management (Hard Skills)
- Issue Resolution (Soft Skills)
- Budget Management (Hard Skills)
- Sales Roadmap Execution (Soft Skills)
- Vendor Management (Hard Skills)
3. Customer Operations Analyst, Apex Logistics Solutions, Austin, TX
Job Summary:
- Support the Director(s) of Customer Solutions with customer volume and service area analysis
- Conduct data analysis of customer information to define capacity and asset requirements and define service areas by market to meet customer SLAs
- Support internal operational improvement projects by conducting data analysis and assessment of current practices
- Support the Director(s) of Customer Solutions in the documentation of the customer journey and business requirements
- Coordinate and track new client pilot programs
- Configure and set up new customers in the GoFor Platform both at the enterprise and store level
- Configure and set up new markets in the GoFor Platform
- Assist with post-implementation support for customers
- Communicate unobtrusively with customers using digital channels and its best practices
- Schedule interviews between candidates and top Silicon Valley CTOs and their Engineering Teams.
- Make sure hiring processes run smoothly and frictionlessly
Skills on Resume:
- Volume and Service Area Analysis (Hard Skills)
- Data Analysis (Hard Skills)
- Operational Improvement Projects (Soft Skills)
- Customer Journey Documentation (Soft Skills)
- Client Pilot Program Coordination (Hard Skills)
- GoFor Platform Configuration (Hard Skills)
- Post-Implementation Support (Soft Skills)
- Customer Communication (Soft Skills)
4. Customer Operations Analyst, Valor Technologies, Denver, CO
Job Summary:
- Respond promptly to all client end-user queries, supporting and diagnosing issues, following up through to resolution and ensuring the highest level of service is provided to clients.
- Utilise and update Insight’s knowledge management system.
- Work within Insight’s Technology Services Management (ITSM) solution to deliver event management, incident management and service request fulfillment processes efficiently and effectively.
- Manage access requirement requests following defined approval processes.
- Appropriately communicate all relevant service details for the client and the nature of service that has been provided, recording any actions taken.
- Coordinate engineering resources, either internal or third party and update the customer accordingly.
- Ensure hierarchical and technical escalations are made and clients are updated
- Assist with challenging requests or issue escalations
- Keep track of updates and communicate them across teams
- Assist Account managers by preparing meeting minutes and data reports
- Detect potential sales opportunities
Skills on Resume:
- Client Support (Soft Skills)
- Knowledge Management (Hard Skills)
- ITSM Management (Hard Skills)
- Access Management (Hard Skills)
- Service Documentation (Soft Skills)
- Resource Coordination (Soft Skills)
- Escalation Handling (Soft Skills)
- Sales Opportunity Detection (Soft Skills)
5. Customer Operations Analyst, Infinity Customer Solutions, Tampa, FL
Job Summary:
- Communicating with customers and other departments, resolving issues, and providing clarifications.
- Works with internal and external customers to resolve situations related to customers refinancing or selling their homes
- Applies developed subject matter knowledge to address and resolve common and complex issues within established guidelines.
- Recommends new approaches and alternatives to existing processes in place.
- Works on problems and projects of diverse complexity.
- Engages in analyses requiring evaluation of identifiable factors.
- Exercises independent judgment within generally defined boundaries.
- Networks with senior individuals, internally and externally, within their area of expertise.
- Collaborates with diverse multi-discipline team members on a regular and recurring basis.
- Encourages collaboration by engaging others in problem-solving
- Proactively engages with functional experts, data sources, and end-users to improve overall service delivery.
- Identifies issues, resolving where possible, elevating to higher levels when necessary.
- Applies diverse experience from multiple projects to solve problems, benefit the project team and/or improve functional or process roadmaps.
- Achieve Financial Services objectives by contributing customer service information and recommendations to internal stakeholders, and preparing and implementing action plans.
Skills on Resume:
- Customer Communication (Soft Skills)
- Issue Resolution (Soft Skills)
- Subject Matter Expertise (Hard Skills)
- Process Improvement (Hard Skills)
- Problem-Solving (Soft Skills)
- Independent Judgment (Soft Skills)
- Team Collaboration (Soft Skills)
- Service Delivery Optimization (Hard Skills)
6. Customer Operations Analyst, Elemental Data Group, Sacramento, CA
Job Summary:
- Responsible for solving service issues that range from moderate to difficult.
- Make improvements across the customer base to reduce exceptions in pricing, credit, systems, inventory and transportation.
- Resolve customer order issues in the areas of pricing, credit, systems, inventory and transportation, balancing cost and service.
- Evaluate information from multiple sources and identify areas of opportunities for improved customer service or improved cost to serve.
- Manage surplus and deduction balance to guarantee specific metrics are achieved.
- Meet occasionally with customers or brokers to resolve issues, present business updates, and create relationships.
- Analyze daily open order reports generated from SAP and communicate findings to sales and brokers
- Align with transportation and logistics for domestically and international orders, to meet on-time metrics
- Partner with domestic brokers to supply customers with company products
- Review dashboards to ensure data integrity of outgoing/incoming files.
Skills on Resume:
- Service Issue Resolution (Soft Skills)
- Process Improvement (Hard Skills)
- Order Issue Management (Hard Skills)
- Data Analysis (Hard Skills)
- Surplus and Deduction Management (Hard Skills)
- Customer Relationship Building (Soft Skills)
- SAP Report Analysis (Hard Skills)
- Logistics and Transportation Alignment (Hard Skills)
7. Customer Operations Analyst, PeakPoint Services, Salt Lake City, UT
Job Summary:
- Incident management (on-call requirement)
- Constructing service models for products and services, working closely with Product Team
- Building relationships and operating agreements with existing and new Partners
- Creating and managing documentation - service manuals, FAQs, workshops
- Designing and implementing internal and external operational processes
- Building and evolving strong relationships with customers
- Responsible for live customer communications – working with internal stakeholders to resolve and implement solutions/responses
- Develop, implement and update internal and external facing processes
- Close collaboration with Customer Success and Implementation team
- Ongoing training and exposure to internal and payment scheme processes
- Take responsibility for incident management (on-call requirement)
Skills on Resume:
- Incident Management (Hard Skills)
- Service Model Construction (Hard Skills)
- Partner Relationship Building (Soft Skills)
- Documentation Management (Hard Skills)
- Process Design and Implementation (Hard Skills)
- Customer Relationship Building (Soft Skills)
- Customer Communication (Soft Skills)
- Collaboration with Internal Teams (Soft Skills)
8. Customer Operations Analyst, Radiant Solutions Inc., Columbus, OH
Job Summary:
- Act as a single point of contact for customer-specific operational queries across all Asia origins from external and internal parties.
- Fully understand customer-specific SOPs and all requirements, as well as customer-related functions in the operational system, to guide execution/escalation across all origins.
- Occasionally work with the IT team to help ensure system set-ups are aligned with SOP and customer requirements.
- Lead Century internal teams to create new (or review existing) operations processes/tools to ensure Century services are up to customers' requests, executable, and well delivered.
- Leverage a set of pre-defined tools, or create new tools to track and monitor operational performance and identify gaps in service or leading indicators that could impact service.
- Handle exceptional cases on operations to help investigate root causes.
- Work with origins on CAPs, as well as ensure appropriate and timely communication with customers on resolutions.
- Proactively identify operational process improvements that could be mutually beneficial to CDS and customers.
- Maintain smooth working relationships with customer’s business partners across the region.
- Prepare for routine and ad-hoc meetings and overseas visitors as directed by team managers.
- Work with customers and Century workmates on the global team to ensure seamless Century service
Skills on Resume:
- Customer Query Management (Soft Skills)
- SOP and System Knowledge (Hard Skills)
- System Setup Coordination (Hard Skills)
- Process and Tool Development (Hard Skills)
- Operational Performance Monitoring (Hard Skills)
- Root Cause Investigation (Soft Skills)
- Process Improvement Identification (Soft Skills)
- Relationship Management (Soft Skills)
9. Customer Operations Analyst, Quantum Services LLC, Kansas City, MO
Job Summary:
- Build and maintain proactive partnerships with distributors, providing guidance and direction to plan monthly order flow.
- Partner with regional sales and finance teams to understand forecasts and seasonal commercial strategies, and apply data to order planning.
- Review and analyze product availability to determine the optimum mix and flow of goods, communicate seasonal offerings, VAP, new products, vintage change programs, etc. to distributors, and make recommendations to adjust orders
- Analyze orders to ensure alignment with consumption vs. target plans, and maximize depletion and provide analysis to the Director of Customer Operations and regional stakeholders.
- Review and optimize the route to market for all orders, evaluate and implement efficiencies about sourcing (warehouse vs. direct import) and order exceptions (out of stock, delivery blocks, allocation issues, credit holds, etc.).
- Maintain knowledge of fulfillment logistics, including transit times and state-specific alcohol transportation laws, and apply data to order planning.
- Ensure distributor POs are submitted on time and process all orders thoroughly and accurately, according to MHUSA policies and guidelines, validating sourcing and pricing.
- Verify successful, accurate delivery of all orders and resolve issues
- Evaluate business processes on Sunpower Financial products as they relate to the customer experience.
- Negotiate positive resolutions that meet business standards and obligations as outlined in contracts.
Skills on Resume:
- Partnership Building (Soft Skills)
- Forecast and Data Analysis (Hard Skills)
- Product Availability Management (Hard Skills)
- Order Analysis and Planning (Hard Skills)
- Route Optimization (Hard Skills)
- Logistics Knowledge (Hard Skills)
- Order Processing and Validation (Hard Skills)
- Issue Resolution and Negotiation (Soft Skills)
10. Customer Operations Analyst, BlueSky Operations, Minneapolis, MN
Job Summary:
- Monitor and manage maintenance compliance and customer service to meet established service levels
- Maintain and report on established customer metrics and service levels, review and audit monthly customer service level reports
- Act as the dedicated point-of-contact for assigned customers, manage customer requests and issues - answering questions, handling objections, providing advice, and keeping customers engaged in the service
- Understand supported customer flight operations and maintenance requirements to provide effective solutions and track issues to successful resolution
- Ability to review and analyze data, taking necessary action(s) to ensure customer service levels are satisfied
- Utilize and develop standards, processes, procedures and documentation to support quality and service goals
- Adopt a data-driven approach to making decisions, analyzing issues and developing solutions
- Advocate for customers by capturing and acting on customer feedback and feature requests
- Develop and manage project activities based on customer needs to ensure the milestones and objectives are being met
- Coordinate with internal team members, to ensure that customer service levels are being met
- Monitor overall customer support performance and satisfaction, propose and implement action plans with relevant stakeholders to improve and/or sustain performance
- Serve as support for various projects and/or activities that will drive efficiencies, operational scale, and technology/process enhancements
Skills on Resume:
- Compliance Management (Hard Skills)
- Metrics Reporting (Hard Skills)
- Customer Management (Soft Skills)
- Flight Ops Knowledge (Hard Skills)
- Data Analysis (Hard Skills)
- Process Development (Hard Skills)
- Customer Advocacy (Soft Skills)
- Project Management (Hard Skills)
11. Customer Operations Analyst, CrestPoint Management, Raleigh, NC
Job Summary:
- Proactively manage customer orders
- Provide customers with strong product knowledge and specifications.
- Develop deep relationships with key customers to evaluate customers' packing needs, anticipate and manage orders, identify opportunities to improve service and improve the crate logistics cycle.
- Collaborate with internal departments and operation centers to resolve service, billing and quality within a timely manner.
- Ensure customer receives proper transition from sales regarding onboarding information that includes the online ordering process, reporting, label compliance, billing and returns.
- Accurately maintain customer database and special instructions.
- Create and establish forecasts, recognize trends and impact to forecast for assigned customers using various software platforms.
- Develop ad hoc reports
- Work closely with assigned customers to improve delivery, inventory performance
- Develop the annual audit plan for assigned regions to include weekly and monthly inventory reconciliation, planning & executing an annual audit, analysis of audit outcome, post-audit review, adjustments, and corrective actions needed.
- Coordinates all stock audit scheduling with third parties and customers
- Collaborate with Sales to establish a business case to support in strategic decisions associated with lost equipment write-offs and/or billing.
Skills on Resume:
- Order Management (Hard Skills)
- Product Knowledge (Hard Skills)
- Customer Relationship Building (Soft Skills)
- Cross-Department Collaboration (Soft Skills)
- Onboarding and Transition Management (Soft Skills)
- Customer Database Maintenance (Hard Skills)
- Forecasting and Trend Analysis (Hard Skills)
- Inventory Audit and Reconciliation (Hard Skills)
12. Customer Operations Analyst, Brightline Logistics, Louisville, KY
Job Summary:
- Analyze data and identify leading indicators for key performance metrics of the CS (Customer Solutions) department
- Work with Department Leads to develop reporting/dashboard strategies that drive success toward objectives
- Present and report to the senior leadership team on past result performance and forecast performance for the CS departments
- Manage and maintain Customer Solution (CS) Dashboards
- Support the CSOps team in the evaluation of CS processes, identifying operational inefficiencies and designing and implementing optimal efficiency and process
- Support the CSOps team in representing the CS department when defining requirements for Business Systems, IT, and Product organizations for solutions and enhancements to drive the success of the organization
- Support the CSOps team in the oversight of the administration of technology tools used to drive success in each CS department
- Perform research and analysis for various initiatives drawing impactful conclusions focusing on customer experience
- Collaborate effectively in a team environment, facilitating positive energy and engagement and maintaining the merits of Dynamic Organization Philosophy
- Build and deploy internal processes and frameworks to support the onboarding and success of Business Customers
Skills on Resume:
- Data Analysis (Hard Skills)
- Dashboard Development (Hard Skills)
- Performance Reporting (Hard Skills)
- Dashboard Management (Hard Skills)
- Process Evaluation and Improvement (Hard Skills)
- Requirement Definition (Soft Skills)
- Technology Tool Administration (Hard Skills)
- Customer Experience Research (Soft Skills)
13. Customer Operations Analyst, Zenith Operations Group, Nashville, TN
Job Summary:
- Work closely with Customer Service Management, Inside Sales Leadership, and other stakeholders to proactively identify and address process gaps and areas for improvement
- Provide customer experience business oversight including, reporting, data management, and workflows to support customer service, sales and marketing processes.
- Working cross-functionally, implement and enforce processes and tools that enhance customer experience, smooth collaboration with adjacent departments, and clear visibility into customer ordering and support processes
- Working closely with IT, develop processes, safeguards, and regular checks to ensure system and data integrity
- Continually seek out opportunities to eliminate inefficiencies and automate manual work
- Ensure cross-functional communication and alignment to maximize the impact of projects on strategic issues.
- Work with a high degree of independence, plan, organize, and implement multiple projects within time and budget constraints
- Support special projects designed to improve customer experience and/or expand capabilities for the overall sales process
- Prepare operations reports to customers and internal teams.
- Conduct analysis and verification when needed, to ensure data accuracy and integrity for visibility/actions.
Skills on Resume:
- Process Gap Identification (Soft Skills)
- Customer Experience Oversight (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- System and Data Integrity Management (Hard Skills)
- Process Automation (Hard Skills)
- Cross-Functional Communication (Soft Skills)
- Project Management (Hard Skills)
- Data Analysis and Verification (Hard Skills)