Customer operations specialist

• 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.

Qualifications:

Education level required
Bachelor degree necessary.

Years and area of experience required
Minimum 2 years of experience in order management, customer support, renewals, or related roles within software or technology environments.

Technical knowledge
• Call center experience preferred
• 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.

Skills:

• Drive for results
• Makes Decisions & Solves Problems
• Demonstrates a Collaborative Style
• Promotes and Champions Change
• Business Acumen
• Pursues personal development
• Leadership
• 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.

Client-provided location(s): Santiago de Querétaro, Mexico

Job ID: Eaton-52532Queretaro

Employment Type: OTHER

Posted: 2025-11-01T18:37:37