CUSTOMER OPERATIONS SPECIALIST RESUME EXAMPLE

Published: September 11, 2024 – The Customer Operations Specialist validates data integrity by communicating with energy suppliers and brokers, addressing post-contract issues, and resolving commission payment discrepancies. This role involves supporting the operations team by ensuring smooth interactions with stakeholders and maintaining best practices in the energy industry. Additionally, the specialist manages project plans, organizes sensitive customer data, and trains team members on operational procedures.

Tips for Customer Operations Specialist Skills and Responsibilities on a Resume

1. Customer Operations Specialist, GreenLeaf Logistics, Austin, TX

Job Summary: 

  • Accountable for developing and maintaining the Transition and Early Life Support process for all new/changed services in the live, BAU environment.
  • Transition clients into service with a focus on client satisfaction, ensuring the first contact with customers sets the expectation for all future client relations.
  • Project manage all client transition-related tasks in an effective and efficient, client-focused manner.
  • Assess Change impacts and risk mitigations, communicating effectively to all stakeholders.
  • Accountable for the accurate upload of client asset-owned inventory to ensure service contract compliance.
  • Deliver internal knowledge articles across multiple services, providing an overview of each Insight service offering to educate and onboard new hires.
  • Deliver Service Desk and End-user training to help educate and assist both teammates and clients.
  • Accountable for ensuring ITIL Managed Service practices are documented for all new/changed services before accepting into the live, BAU environment.
  • Transition new services into Customer Operations ensuring complete systems set up and knowledge transfer is complete
  • Aligning with vendors where necessary to set up new tools
  • Identify, execute, and measure continual service improvement initiatives.


Skills on Resume: 

  • Transition Process Management (Hard Skills)
  • Client Relationship Building (Soft Skills)
  • Project Management (Hard Skills)
  • Risk Mitigation Assessment (Hard Skills)
  • Asset Inventory Management (Hard Skills)
  • Service Knowledge Sharing (Soft Skills)
  • ITIL Documentation (Hard Skills)
  • Vendor Coordination (Soft Skills)

2. Customer Operations Specialist, BlueSky Solutions, Denver, CO

Job Summary: 

  • Respond in a professional and timely manner to all customer requests received via customer portals, email and phone to ensure closure.
  • Manage an assigned retailer set and back up other team members to support seasonal and workload peaks for all brands.
  • Develop a strong collaborative relationship with customer operations team colleagues to ensure individual and team deadlines are met.
  • Day-to-day contact and support for field-based sales and European distribution centers, ensuring strong/proactive working relationships are fostered.
  • Build and develop strong relationships with other internal stakeholders, including Marketing, Merchandising, Business Analysts and Finance.
  • Escalate and/or feedback on any issues to the Team Manager or Senior that require support and action
  • Take responsibility for assigned weekly team tasks
  • Act as backup for Senior Customer Operations Specialists in his/her absence
  • Enter orders in SAP, ensuring SOX compliance and confirming orders.
  • Drive backlog management to maximize fill rate and turnover for quarterly targets for assigned retailers for all brands.
  • Work with Field Sales Team order management to ensure backlogs are always aligned to supply. 


Skills on Resume: 

  • Customer Request Management (Soft Skills)
  • Retailer Support (Hard Skills)
  • Team Collaboration (Soft Skills)
  • Relationship Building (Soft Skills)
  • Stakeholder Communication (Soft Skills)
  • Issue Escalation (Soft Skills)
  • SAP Order Entry (Hard Skills)
  • Backlog Management (Hard Skills)

3. Customer Operations Specialist, Horizon Freight Services, Miami, FL

Job Summary: 

  • Ensuring clear communication between the retailer, sales and the customer operations team at all times.
  • Participate in projects about continuous improvement as assigned by the manager.
  • Support team on backlog/order management to achieve quarterly targets.
  • Support the Finance team in coordinating consignment reconciliation exercises and other ad-hoc reconciliations for invoice disputes for assigned customers.
  • Operate within the bounds of the company's SOX compliance business controls.
  • Resolve or escalate delivery discrepancies raised by customers to ensure timely and accurate distribution.
  • Distribute core range catalogs for new seasons and customer specifics.
  • Work with marketing to ensure samples are provided by customers for new season launches.
  • Process any marketing incentive or giveaway orders approved and requested by marketing.
  • Create in SAP any promotional pricing requests for upcoming sales deals.
  • Complete customer seasonal specification sheets in Excel format timely and accurately


Skills on Resume: 

  • Clear Communication (Soft Skills)
  • Continuous Improvement Projects (Soft Skills)
  • Backlog Management Support (Hard Skills)
  • Consignment Reconciliation (Hard Skills)
  • SOX Compliance Operations (Hard Skills)
  • Delivery Discrepancy Resolution (Soft Skills)
  • Catalog Distribution (Hard Skills)
  • Marketing Support Coordination (Soft Skills)

4. Customer Operations Specialist, Peak Performance Logistics, Charlotte, NC

Job Summary: 

  • Answer all incoming calls within department guidelines.
  • Assist in identifying ongoing system issues versus training
  • Complete cases within the commitment period.
  • Ensure specific customer Service Level Agreements are met within guidelines.
  • Ensure individual/departmental objectives are met.
  • Analyze, detect and suspend fraud cases.
  • Troubleshoot cases within the applications and resolve customer issues within guidelines.
  • Serve as the focal point for all customer contact.
  • Provide excellent service to all customers to meet customer expectations.
  • Provide 1st level support for technical issues.
  • Gather data and analyze problems.


Skills on Resume: 

  • Call Handling (Soft Skills)
  • System Issue Identification (Hard Skills)
  • Case Completion (Hard Skills)
  • SLA Adherence (Hard Skills)
  • Objective Achievement (Soft Skills)
  • Fraud Detection (Hard Skills)
  • Troubleshooting (Hard Skills)
  • Customer Service (Soft Skills)

5. Customer Operations Specialist, Riverbend Global, Nashville, TN

Job Summary: 

  • Work with customers and team members to intimately understand the needs and goals of every customer. 
  • Coordinate a seamless onboarding experience that the customer’s employees will love.
  • Triage and respond to customer support tickets with utmost care and escalate where necessary.
  • Communicate with customers via email, phone, or using helpdesk software.
  • Gather required material from customers timely and coordinate with the team to set up their accounts.
  • Run in-person and video demonstrations and training with customers on how to use the CorePlan platform.
  • Create and implement professional customized email templates, and plans and facilitate calls with clients to answer questions, address issues, and define objectives.
  • Attend in-person presales meetings facilitated by the sales and onboarding lead.
  • Prioritise and consistently communicate with customers on the progress of their accounts in the onboarding phase.
  • Work with the support team to ensure that all customer support-related issues are resolved quickly and escalate instances if necessary.


Skills on Resume: 

  • Customer Needs Understanding (Soft Skills)
  • Onboarding Coordination (Soft Skills)
  • Support Ticket Management (Hard Skills)
  • Customer Communication (Soft Skills)
  • Account Setup Coordination (Hard Skills)
  • Platform Demonstrations (Hard Skills)
  • Email Template Creation (Hard Skills)
  • Progress Communication (Soft Skills)

6. Customer Operations Specialist, SunTech Operations, Phoenix, AZ

Job Summary: 

  • Being the first point of contact for customers and accompany them throughout the entire onboarding process
  • Excite customers during every interaction and support them with expertise
  • Perform Know Your Customer (KYC) analysis and prepare customer due diligence documents for customer acceptance
  • Advise and support customers via telephone, e-mail, or chat and process their inquiries independently
  • Actively work on projects and support the optimization of processes in the operations department
  • Resolve the issue, or escalate to the next level if necessary.
  • Serve as an expert technical resource regarding applications.
  • Work with inter-departmental groups to provide input or resolve issues.
  • Attend train-the-trainer sessions.
  • Assist in the cross-training efforts of employees within the group.
  • Provide input to the training team on ongoing training solutions.


Skills on Resume: 

  • Customer Onboarding (Soft Skills)
  • Customer Interaction Expertise (Soft Skills)
  • KYC Analysis (Hard Skills)
  • Customer Support (Soft Skills)
  • Process Optimization (Hard Skills)
  • Issue Resolution (Soft Skills)
  • Technical Resource Support (Hard Skills)
  • Cross-Department Collaboration (Soft Skills)

7. Customer Operations Specialist, NorthStar Transport, Portland, OR

Job Summary: 

  • Validate data integrity through communications with energy suppliers and energy brokers
  • Support energy brokers with post-contracting issues, inquiries, and concerns via email, phone calls, and support tickets
  • Investigate and engage with energy suppliers when there are discrepancies in commission payments
  • Support energy brokers with commission payment inquiries
  • Aid in meeting the goals of the operations department and company
  • When needed, back up other members of the operations team
  • Build relationships with energy suppliers and energy brokers to establish trust in the company
  • Maintain professional knowledge both in the energy industry and within departmental best practices
  • Train and mentor other team members on best practices and procedures
  • Configuring and actively monitoring complex project plans with shifting timelines and multiple task assignees
  • Handling and organizing sensitive customer data by managing virtual data rooms and cloud environments


Skills on Resume: 

  • Data Integrity Validation (Hard Skills)
  • Broker Support (Soft Skills)
  • Discrepancy Investigation (Hard Skills)
  • Commission Inquiry Support (Soft Skills)
  • Operations Team Backup (Soft Skills)
  • Relationship Building (Soft Skills)
  • Industry Knowledge Maintenance (Hard Skills)
  • Project Plan Monitoring (Hard Skills)