Customer Success Operations Specialist

Posted 7 hours ago

This is a fully remote position, open to applicants in India.

📋 Description

• Assist the Customer Success team by overseeing the contract lifecycle and creating renewal quotes.

• Ensure that the deal structure corresponds with the subscriptions being renewed.

• Address inquiries from Customer Success Managers regarding quotes, orders, and invoices.

• Follow up to facilitate the renewal booking process, including order processing when necessary.

• Confirm that contract data aligns with financial models and that necessary approvals are secured.

• Act as a data steward to maintain precise partner, prospect, and customer information within Salesforce.

• Support quote-to-cash processes, which include opportunity creation and order management.

• Collaborate cross-functionally with Sales, Manufacturing, Channel, Operations, and Billing teams.

• Work hours are from 2:00 PM to 11:00 PM.


⛳️ Requirements

• Exceptional verbal and written communication abilities.

• Self-motivated, organized, and proactive individual.

• Detail-oriented with a focus on process and quality.

• A minimum of 4 years’ experience in sales operations.

• Experience with Salesforce.com is mandatory.

• Previous experience with quoting, subscriptions, and contracts is essential.

• Experience working with channel partners is an advantage.

• Bachelor’s degree from an accredited institution.

• Candidates participating in remote interviews must be on camera for all video sessions.

• Background checks are mandatory for this role.

• Employment may require authorization to access software or technology regulated under U.S. export control laws and regulations, as applicable.


🏝️ Benefits

• Equity options available for all employees.

• Flexible annual leave, paid holidays, and volunteer days.

• Comprehensive private benefits package, including medical insurance for you and your family, life insurance (3x salary), and personal accident insurance.

• Fertility assistance and paid parental leave.

• Employee Assistance Program.

• 18 days of annual leave, flexible holidays and festivals, plus paid volunteer days.

• Opportunities for training and career advancement.

• A modern workplace located in Helios Business Park, Bengaluru.

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