Published: September 12, 2024 – The Customer Operations Manager oversees procedures, processes, and KPIs to ensure efficient operation of shared service functions such as Customer Experience, Distribution, Finance, Marketing, and Procurement, supporting overall business goals. This role involves collaborating across departments to create value, align solutions, and manage projects while maintaining accountability and high-performance standards. The manager also identifies opportunities for improvement, implements strategic solutions, and provides timely feedback to stakeholders to ensure customer satisfaction and optimal service delivery.
Tips for Customer Operations Manager Skills and Responsibilities on a Resume
1. Customer Operations Manager, BrightPath Solutions, Richmond, VA
Job Summary:
- Execute strong workforce planning and scheduling to ensure the right people are in the right roles at the right time
- Analyse results and proactively collaborate with wider business on solving customer pain points
- Inspire, motivate and coach customer service leaders and team members to ensure customers are delighted and experience a little bit of “wow”
- Lead, coach and develop team leaders to ensure that targets are met, and customer's expectations are exceeded
- Ensure the customer service team is adequately resourced throughout all operating hours
- Develop and implement the measures that help the team be the best salespeople out there
- Ensure insightful reporting is provided to key stakeholders at agreed times
- Partner with key operations leaders across the business to support change, efficiencies and problem-solving
- Supervisor duties and leading the well-being at work process for one's team
- Set individual goals/key results and prioritize work with some help from the manager.
Skills on Resume:
- Workforce Planning (Hard Skills)
- Data Analysis (Hard Skills)
- Team Motivation (Soft Skills)
- Leadership Development (Soft Skills)
- Resource Management (Hard Skills)
- Sales Strategy (Hard Skills)
- Reporting (Hard Skills)
- Collaboration (Soft Skills)
2. Customer Operations Manager, Apex Support Group, San Antonio, TX
Job Summary:
- Handle the delivery portfolio as well as communicate and follow up on dependencies between projects
- Monitor, direct and support the delivery portfolio as well as ensure that delays in projects that may impact others in the portfolio are communicated
- Handle customer and Internal Engagement
- Develop and maintain customer relations to improve customer confidence and further develop the business
- Share knowledge and success factors with other areas and functions
- Handle portfolio finances and initiate actions when not meeting financial performance expectations
- Improving customer service processes and operating models to support current and future customer service operations, sales and business needs.
- Improving operations by monitoring efficiency and productivity, identifying and resolving problems, preparing and completing action plans
- Preparing performance reports and insights by collecting, analyzing, and summarizing data and trends
- Accomplishing human resource objectives by developing and harmonizing recruiting, onboarding, training and coaching practicalities
- Ensuring the maximum use of contact center technology, ie. WFM, contact handling system, chatbot
Skills on Resume:
- Delivery Portfolio Management (Hard Skills)
- Project Dependency Management (Hard Skills)
- Customer and Internal Engagement (Soft Skills)
- Customer Relations Development (Soft Skills)
- Knowledge Sharing (Soft Skills)
- Portfolio Financial Management (Hard Skills)
- Process Improvement (Hard Skills)
- Operational Efficiency Monitoring (Hard Skills)
3. Customer Operations Manager, Horizon Fulfillment Services, Orlando, FL
Job Summary:
- Leads the design, hosts, coordination and promotion of Birdeye’s customer and go-to-market webinars webinars.
- Plans, organizes, promotes and executes webinars to drive leads/generate upsell pipeline and increase adoption with current customers.
- Responsible for driving increases in webinar registrations, attendees and overall engagement.
- Arrange for webinar speakers, organize webinar content and communicate webinar results and opportunities to marketing and sales leadership.
- Creates handouts and other assets to support webinars.
- Creates content for Birdeye’s monthly prospect newsletter and other blog posts and website page updates
- Analyze data to identify webinar participation trends to drive attendance based on customer needs and interests.
- Implement surveys and polls, and aggregate data to support ongoing innovation in response to customer feedback.
- Help create other customer virtual events to promote advocacy, adoption and upsells within the customer base.
- Develop documentation, processes, and procedures
Skills on Resume:
- Webinar Design and Coordination (Hard Skills)
- Lead Generation via Webinars (Hard Skills)
- Audience Engagement (Soft Skills)
- Speaker and Content Organization (Soft Skills)
- Asset Creation (Hard Skills)
- Content Creation (Hard Skills)
- Data Analysis for Trends (Hard Skills)
- Survey Implementation and Feedback Gathering (Soft Skills)
4. Customer Operations Manager, Optimum Client Relations, Boise, ID
Job Summary:
- Managing, administering, and rolling out tools for the Customer Success and Experience teams.
- Take ownership of the full Customer Success/Experience tool stack, including systems, applications, and platforms relevant for the teams to complete their strategic goals.
- Conduct data analysis to gather insights required to make informed business decisions
- Create reports to track team performance together with the leads of the Customer Success/Experience teams.
- Defining, documenting, and implementing key processes across the Supermetrics customer lifecycle.
- Leading projects on changes in the platforms and systems used to define workflow and thereby help optimize processes to successfully drive up-selling and cross-selling.
- Be the lead in identifying and implementing a new Customer Success/Experience platform.
- Working on the development of a Customer Health Score.
- Assess the effectiveness of current processes and suggest improvements and identify business risks, inefficiencies, issues, and opportunities.
- Establish best practices, drive standardization, and create process and learning documentation.
Skills on Resume:
- Tool Management (Hard Skills)
- Customer Success Tool Ownership (Hard Skills)
- Data Analysis (Hard Skills)
- Performance Reporting (Hard Skills)
- Process Documentation (Hard Skills)
- Platform Optimization (Hard Skills)
- Customer Health Score Development (Hard Skills)
- Process Improvement (Soft Skills)
5. Customer Operations Manager, Unity Customer Care, Salt Lake City, UT
Job Summary:
- Provide leadership and guidelines to drive Customer Master Data quality within the global organization.
- Proactively work with the in-country Sales and Marketing teams to identify duplicated and/or inaccurate data within the Salesforce database.
- Manage incoming ticket requests relating to duplicate records.
- Use tools developed within Salesforce to merge duplicate records (Accounts, Contacts and Leads)
- If required, investigate and if possible, remove SAP-related merge blocks
- Utilize 3rd party tools (Orbis and LinkedIn Sales Navigator) to maintain data accuracy, integrity, and cleanliness.
- Review and verify new incoming data from all sources, and ensure appropriate levels of accuracy and completeness.
- Maintain accurate ownership structure for existing Salesforce records
- Create new reporting and dashboard capabilities to illustrate customer master data challenges and results.
- Assist in the development and delivery of KPI metrics around customer data processes used to drive efficiency, revenue growth and increased accuracy of reporting.
- Participate in regional meetings and forums to provide updates on statuses and to receive feedback from stakeholders.
- Collaboration with Sales Operations personnel of the wider Hexagon Group to share best practices and experiences.
Skills on Resume:
- Customer Data Leadership (Soft Skills)
- Data Quality Management (Hard Skills)
- Ticket Request Management (Hard Skills)
- Duplicate Record Merging (Hard Skills)
- SAP Merge Issue Resolution (Hard Skills)
- 3rd Party Tool Utilization (Hard Skills)
- Data Verification and Accuracy Review (Hard Skills)
- Salesforce Ownership Structure Management (Hard Skills)
6. Customer Operations Manager, Ascend Operations Group, Kansas City, MO
Job Summary:
- Support the regional Sales team, Channel Marketing Manager and Offering Management team to develop and drive dynamic, multi-channel campaigns and digital marketing activities into the marketplace to promote the brand and portfolio within different channels and focused verticals
- Create digital marketing and (Lead to Revenue) L2R plans for campaigns, product launches and virtual and in-person events.
- Integrate campaigns with digital properties and the L2R model
- Drive lead generation activities by identifying opportunities and coordinating resources to increase positive PR and social media and obtain a leading share of voice
- Lead the transformation to digital mind-first activities with the objectives of improving service and quality, reducing costs; and migrating toward more contemporary practices for an enhanced customer experience
- Ensure regional websites and digital tools meet the needs of local brands and customers
- Work with the in-house centers of excellence (creative, digital, etc) and external design agencies
- Develop engaging content and manage and execute innovative campaigns to increase awareness and promotion to grow the brand and portfolio
- Responsible for all internal and external communications via the Marketo and NEX platforms
- Manage regional budget and campaign budgets
- Measure and track the previous month's results (KPIs) and adjust campaigns accordingly
Skills on Resume:
- Campaign Development (Hard Skills)
- Digital Marketing (Hard Skills)
- Lead Generation (Hard Skills)
- Digital Transformation (Soft Skills)
- Website Management (Hard Skills)
- Content Creation (Hard Skills)
- Communication Management (Soft Skills)
- Budget Management (Hard Skills)
7. Customer Operations Manager, Elevate Client Services, Hartford, CT
Job Summary:
- Partner with Sales and the Customer to establish and foster key relationships within the customer's Supply Chain organization to leverage influence on inventory decisions & Supply Chain optimization.
- Provide supply chain leadership and support as a member of the multi-functional business team.
- Act as escalation point order and shipment issues with customers including AR credit and payment issues.
- Work closely with the PSO team members to deliver operational excellence.
- Monitor supply chain performance for customers, conduct regular internal and external review meetings, and develop action plans
- Responsible for Cost-To-Serve, Perfect Order, and Event Planning metrics.
- Resolve repetitive/structural supply chain issues with customers
- Support product introductions, product transitions, network changes and or Customer Operations initiatives/processes with the customers and Sales.
- Manage processes - New customer setup, New Line form, free-of-charge orders, etc.
- Drive growth by developing and driving strategy with Sales and the customer.
- Works closely with the Finance team to ensure pricing/invoicing queries and credit claims are resolved as quickly and efficiently as possible.
- Management and implement order processing efficiencies with customers.
Skills on Resume:
- Customer Relationship Management (Soft Skills)
- Supply Chain Leadership (Hard Skills)
- Issue Escalation Management (Soft Skills)
- Operational Excellence (Hard Skills)
- Supply Chain Performance Monitoring (Hard Skills)
- Cost-to-Serve and Event Planning Metrics (Hard Skills)
- Product and Process Support (Hard Skills)
- Order Processing Efficiency (Hard Skills)
8. Customer Operations Manager, Pinnacle Support Services, Portland, ME
Job Summary:
- Establish, lead and communicate strategy to guide the day-to-day activities of supervisors, process support personnel, and their respective teams
- Achieve all financial, operational, customer-experience targets and results, and compliance objectives.
- Proactively pursue means and methods for achieving consumer retention to meet client expectations.
- Innovative in driving new products and processes to satisfy business and customer needs.
- Mentor employees (both peers and subordinates) to improve results, exhibit leadership behaviors, expand the knowledge base, and facilitate development.
- Understand, determine and own all metrics, objectives, budgets, and related drivers, and strive to exceed related targets.
- Proactively identify a means to mitigate risk and ensure compliance within the customer care group.
- Develop team's understanding and effectiveness in internal controls and compliance.
- Recommend and implement changes to policies and procedures, as appropriate to exceed targets.
- Conduct regular continuous improvement and process effectiveness/efficiency reviews.
- Support business growth projects, working with Project teams
- Work with the sales teams to ensure support of and understanding of the customer and PSO requirements.
Skills on Resume:
- Strategy Leadership (Soft Skills)
- Target Achievement (Hard Skills)
- Customer Retention (Soft Skills)
- Innovation and Process Improvement (Hard Skills)
- Employee Mentorship (Soft Skills)
- Metrics and Budget Management (Hard Skills)
- Risk Mitigation and Compliance (Hard Skills)
- Continuous Improvement (Hard Skills)
9. Customer Operations Manager, NextStep Customer Solutions, Reno, NV
Job Summary:
- Management of disruptive situations (strikes, airport closures, massive cancellation of flights, etc).
- Management of hotels, vouchers, transportation, etc.
- Lead the relationship with the business areas involved, maintaining and coordinating the necessary actions.
- Ensure the consistency and homogeneity of the team.
- Control and management of periodic actions ensuring the deadlines set.
- Apply operational improvements and activity analysis to make business decisions.
- Consult and train customers in the automation of short-term trading processes by integrating products and services into their trading infrastructure
- Set up and manage projects involving internal and external stakeholders
- Establish a trusted and collaborative relationship with customers by understanding their goals
- Be a part of shared team tasks - pre-evaluating product development ideas or conducting webinars
- Ensure delivery of critical Customer Success projects
- Suggest improvements to processes to help scale the team
Skills on Resume:
- Crisis Management (Hard Skills)
- Resource Management (Hard Skills)
- Stakeholder Coordination (Soft Skills)
- Team Consistency (Soft Skills)
- Operational Improvement (Hard Skills)
- Customer Consulting and Training (Soft Skills)
- Project Management (Hard Skills)
- Customer Relationship Building (Soft Skills)
10. Customer Operations Manager, Valor Operations Management, Tulsa, OK
Job Summary:
- Participate in long and short-term strategies and plans to increase overall team performance.
- Own integration, adoption, optimization, and maintenance for Gainsight based on Account Service Team needs.
- Own integration, adoption, optimization, and maintenance for Zendesk based on Customer Success Team needs.
- Work with the Business Intelligence team to analyze and identify trends for the entire customer base
- Responsible for identifying opportunities and risk areas based on customer data and making recommendations.
- Work with each team lead to collect requirements and feedback on tools used
- Make recommendations on internal process optimization based on system adoption and ROI.
- Collaborate with the Marketing team to support outreach strategy for customers that leads to better adoption of products and features.
- Support Customer Engagement Program to increase customer usage, improve renewal rates, discover new upsell opportunities, and reduce customer cancellations.
- Manage team training and onboarding content with Account Services team leads’ guidance and support.
- Facilitate team meetings to drive consistency and efficiency.
- Defines and implements the configuration and architecture of the Customer Success tool environment
- Deploys and maintains Customer Success tools including configurations, external integrations
Skills on Resume:
- Strategic Planning (Soft Skills)
- Gainsight Integration and Optimization (Hard Skills)
- Zendesk Integration and Optimization (Hard Skills)
- Data Trend Analysis (Hard Skills)
- Process Optimization (Hard Skills)
- Collaboration with Marketing (Soft Skills)
- Customer Engagement Program Management (Soft Skills)
- Tool Configuration and Deployment (Hard Skills)
11. Customer Operations Manager, Synergy Client Services, Little Rock, AR
Job Summary:
- Develop and maintain revenue-related KPIs and analytics (Customer Success specific) - Retention/Churn metrics, Expansion trends, Employee performance trends
- Proactively provide analysis, forecasts and reporting to enable Revenue and Operations leadership to manage effectively
- Lead correct adoption of Salesforce so that dashboards and reports are accurate, fully understood and utilized
- Improve efficiency for the Customer Success organization by establishing processes, policies, change management protocol, business requirements, and data governance to ensure effective and scalable Customer Success processes
- Create compelling and easy-to-understand internally facing assets including training documents, Playbooks, FAQs, and cheat sheets to facilitate revenue growth and customer satisfaction
- Identifies and configures the sources, frequency, and granularity of reporting
- Troubleshoots for end users to ensure a seamless customer experience
- Develops a keen sense of the organization's source of churn and expansion
- Manages user accounts, groups, and security settings in Salesforce and Customer Success tools
- Provides day-to-day monitoring of tool performance and data integrity
- Partners with appropriate cross-functional teams to develop, deploy and refine processes for the optimal processes for customer experience
- Ensure pricing and legal guidelines are followed and internal processes running smoothly to support achieving Customer Success objectives
Skills on Resume:
- Revenue KPI Development (Hard Skills)
- Data Analysis and Forecasting (Hard Skills)
- Salesforce Adoption and Reporting (Hard Skills)
- Process and Change Management (Hard Skills)
- Internal Training and Documentation (Soft Skills)
- Reporting Configuration (Hard Skills)
- User Support and Troubleshooting (Soft Skills)
- Customer Churn and Expansion Analysis (Hard Skills)
12. Customer Operations Manager, Prism Operations Support, Madison, WI
Job Summary:
- Monitors procedures, processes, and KPIs to maximize the collaborative, effective and efficient operation of the shared service functions supporting the Medco business including Customer Experience, Distribution, Finance, Marketing (Category & Communications) & Procurement (Vendor Relations)
- Assists in troubleshooting orders that require special handling
- Respond to customer inquiries and solve problems
- Maintains in-depth working knowledge of Performance Health systems and processes
- Work across departments to create value, align solutions, manage projects, facilitate implementation of offerings and resolve issues
- Maintains an environment of accountability and sets performance standards to meet best-in-class service and operational goals of the company
- Provides feedback to the company regarding service failures or customer concerns
- Applies knowledge of industry, competition and customer’s business to develop optimal solutions
- Implements strategic planning tactics and support in training of change management techniques
- Provides feedback to appropriate Medco stakeholders to ensure all customers have accurate and timely information on order status and/or changes
- Identify, design, and deliver projects, processes and tools that drive revenue and enable Customer Success to achieve objectives
- Assist in customizations for the Technical Support team to ensure business processes meet the demands of the customer
Skills on Resume:
- Procedure and KPI Monitoring (Hard Skills)
- Order Troubleshooting (Soft Skills)
- Customer Inquiry Resolution (Soft Skills)
- System and Process Knowledge (Hard Skills)
- Cross-Department Collaboration (Soft Skills)
- Performance Accountability (Soft Skills)
- Customer Feedback Management (Soft Skills)
- Strategic Planning and Change Management (Hard Skills)