A Customer Operations Representative represents the company and handles the operations tasks. The job description entails assisting the Operations Manager and performing the duties as delegated. Roles and responsibilities associated with the role are mentioned on the Customer Operations Representative Resume as – handling inquiries, creating customer database, assisting the operations manager in managing the customer’s financial queries; actively participating in the team and assisting in strategic planning and implementation; coordinating and working with other departments of the company such as HR, sales, and marketing.
An associate’s degree in banking or a relevant field is usually required to work at this level. It is important for them to be tech-savvy and also have an in-depth knowledge of how the financial industry works. Other crucial skills include strong communication skills, the ability to multitask, and prior banking or finance sector work experience.
Summary : Accomplished customer operations coordinator and service administrator adept at marrying product promotion, sales and order fulfillment through efficient supply chain of direct import and warehouse distribution.
Skills : Word, Excel, Powerpoint, Payroll Processing, Customer Service, Data Input, Tax Filing, Orgainization, Management.
Description :
Responsible for southwestern and central U.S.
Engaged in hands-on contact, traveling to clients and establishing rapport.
Worked with regional managers to maintain allocations for wholesalers.
Assisted regional finance achieved order targets.
Supported brand/sales initiatives such as product launches and year-end order processes.
Provided single-point-of-contact customer service to distributor purchasing agents; promoted use of distributor portal, and communicated VAP, Allocation, New Product, and Vintage Change programs.
Instructed customers on best practice for ordering and enforced company policy with distributors.
Interacted with internal market managers, sales and finance representatives.
Served as key liaison with external brokers, purchasing agents, field sales representatives and suppliers.
Experience
7-10 Years
Level
Management
Education
Liberal Arts
Customer Operations Representative Resume
Objective : Proficiency Meticulous attention to detail Results-oriented Self-directed Event planning, Travel arrangements, Office procedures, Time management. Professional and mature Stability Dependable Adept at qualifying needs solutions.
Trained Coordinator for Windchill Quality Solutions/Relex Business Unit.
Maintained all training laptops.
Created and maintained yearly training calendar.
Assisted sales representatives and order management to create, invoice and process payments related to training classes.
Maintained front desk and reception area.
Made copies, created and received faxes, filing, data entry and directed incoming calls.
Answered incoming calls using ACD phone system from health plan members covered under key client accounts and from healthcare providers regarding HMO,.
Experience
2-5 Years
Level
Junior
Education
Business & Marketing
Customer Operations Representative Resume
Objective : To join a company that offers me a challenging Customer Operations Representative position with an opportunity for personal and professional growth.
Skills : Active Listening, Creative Problem Solving, Customer Service.
Description :
Assigned territory sales reps and assigned customer base.
Entered and ensured customer orders are executed against an approved purchase order to the right place, at the right time, and at the right price.
Provided early warning communication to customers on supply delinquencies.
Maintained customer master records.
Resolved logistical issues by collaborating with internal and external department teams.
Monitored and resolve aged inventory.
Reconciled inventory at hub.
Evaluated customer forecast against backlog, shipment, and supply to identify gaps, and work with customer to close gaps with the goal of increasing revenue.
Experience
0-2 Years
Level
Entry Level
Education
Vocational
Customer Operations Representative Resume
Objective : To obtain a position in a professional office environment where skills are valued and can benefit the company. Ideally, wish to have a focus in customer service, where I can maximize my experience in a challenging environment to achieve corporate goals.
Skills : Microsoft Project, Indesign, Visio, Microsoft Office Suite, Photoshop, HTML, PHP, CSS, Project Libre, Google Analytics, Google Docs, Microsoft Word And Excel.
Description :
Processed grain settlements, print, and mail checks for producers in a timely manner.
Investigated and resolve contract issues.
Collaborated with sales team via Salesforce cases, phone, and email to resolve producer inquiries.
Partnered with team members to resolve complex grain settlement issues efficiently for 25+ IOU locations.
Cultivated/maintained close working relationships with other Cargill team members.
Provided excellent support for internal/external Cargill customers.
Monitored gaming activity to minimize the risks associated with customer participation in online gambling.
Provided answers to customer inquiries and address concerns.
Reviewed documentation to prevent fraud.
Experience
0-2 Years
Level
Entry Level
Education
Customer Service
Customer Operations Representative Resume
Headline : Highly motivated recent graduate in search of a position in Education and/or Child Advocacy, helping children and adolescents recognize their potential, excel in classes, and achieve their goals.
Skills : Tutoring, Microsoft Office, Communication.
Description :
Handled multifaceted clerical tasks (e.g., data entry, filing, records management and billing) as the assistant to Owners of company.
Processed new paperwork, update all data files as appropriate, working with the patient dialysis program, manufacturers/vendors and insurance plans.
Entered all cost of goods to validate invoice pricing, patient receipt; generate internal invoice for billing and claim submission as applicable.
Generated and mail insurance claims pursuant to patient billing program.
Placed all orders with various vendors that are processed directly through the company; problem resolve any open issues involving any party affiliated with a patient medical care.
Received calls from nationwide businesses to troubleshoot equipment serviced by CBE, including but not limited to point of sale registers, gas pump payment equipment, credit/debit card readers, surveillance cameras, DVR surveillance recorders and alarm equipment.
Created job tickets and work orders when onsite visit by technician was required.
Reordered all parts used by technicians to ensure inventory stayed complete, as well as ordering all parts needed for new jobs and installations.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Arts
Customer Operations Representative Resume
Objective : Experience in training, motivating, and supervising employees. A team player and know the value of working together collectively to reach the goal intended and customer focused. Detail-oriented, efficient and organized professional with extensive experience in accounting systems. Possess strong analytical and problem solving skills, with the ability to make well thought out decisions.
Skills : Microsoft Office, Data Entry, Java, Customer Service, Training, Development, Ability To Multi-Task, Teamwork.
Description :
Tested and implemented production changes with a 95% accuracy rate.
Researched data and processing procedures to locate and resolve potential errors.
Maintained a 99.8% Client Satisfaction Rating.
Assisted Clients with account reconciliation and solving data discrepancies.
Managed the research, classification, writing, and testing of client requests, along with developing the Statement of Work for client projects.
Entered data into the customer database in order to provide accurate information about the company customers.
Managed the customer database to ensure all information is accurate and up-to-date.
Experience
0-2 Years
Level
Entry Level
Education
Master Of Business Administration
Customer Operations Representative Resume
Summary : Experienced in all levels of administrative and office work. Recognized for strong troubleshooting, communication skills, organization, ability to manage multiple tasks simultaneously, and strong computer proficiency.
Skills : Skilled in problem resolution and customer relations.
Description :
Provided an effective level of service to our customers by responding to inquiries and requests in a timely manner.
Developed and implemented processes to ensure that customer feedback is captured, analyzed, and acted upon.
Provided accurate product information for all channels (e.g., website, social media).
Managed the customer account by resolving billing issues, providing proactive service alerts, etc.
Managed relationships with key external partners through effective communication.
Ensured that we are meeting our quality standards with respect to service delivery.
Delivered a high quality experience to customers by responding promptly to inquiries and complaints.
Experience
10+ Years
Level
Senior
Education
Information Technology
Customer Operations Representative Resume
Summary : A client support and operations specialist with an ability to quickly grasp new programs and concepts. Proficient in MS Office Suite. Experienced in Unix based applications, including APL. Specialized ability to multi-task and complete projects with minimal supervision. Excellent communication skills along with a strong ability to work effectively in a team setting. Motivated and eager individual with excellent problem solving skills and an attention to detail.
Assisted with customer service and sales calls, both inbound and outbound.
Led customer calls by answering questions, quoting product features, and guiding customers through the order process.
Provided excellent service to all customers, including providing assistance to first time users and those with special needs.
Liaised with marketing staff to develop effective messaging for new products or campaigns.
Conducted research on competitor product offerings through online searches, company websites, and trade publications.
Worked closely with outside vendors to ensure that orders are delivered correctly and on time.
Provided exceptional customer service by proactively preventing problems before they arise.
Experience
7-10 Years
Level
Management
Education
Bachelor Of Science
Customer Operations Representative Resume
Objective : Resourceful, and solution-oriented with strong analytical and investigative perspective in identifying problems, allocating necessary resources for resolution, and troubleshooting to prevent similar occurrences in the future; exercise practical judgment and prudent decision-making.
Skills : Strong phone contact handling skills and active listening.
Description :
Answered phone calls from customers.
Provided on-site support at events and workshops.
Managed customer accounts by adding products to carts, checking out, etc.
Provided phone support for customers with technical questions.
Ensured all necessary information is provided to the customer before an order is placed or shipped.
Performed any other duties as needed.
Processed orders and shipment information in order to ensure that all information is accurate and up-to-date.
Experience
2-5 Years
Level
Executive
Education
Customer Service
Customer Operations Representative Resume
Objective : Customer Operations Representative (COR) will play a key role in our business. This role is responsible for building relationships with new customers, ensuring that our customers are satisfied, and listening to feedback.
Skills : Familiarity with CRM systems and practices.
Description :
Provided excellent customer service by connecting with our customers via calls, emails, and social media.
Prepared quotes for new clients.
Listened to feedback from existing clients.
Met with clients face-to-face to learn about their needs.
Ensured that we provide the best possible customer experience.
Built relationships with existing clients.
Oversaw the process of closing a sale by following up with the client to ensure satisfaction.
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