Associate Revenue Operations Specialist

The Associate Revenue Operations Specialist is responsible for supporting the renewal process, as well as license management, quotes, order processing, order fulfillment, post-sales activities, and maintaining the customer database. Additionally, the Revenue Operations Specialist focuses on serving and retaining service-level-agreements (SLA’s) for existing customer bases.

Responsibilities

Utilize Salesforce, NetSuite, and internal applications to: Process orders and issue license keys in an accurate and timely manner; Provide customer quotes, invoices, and other related information; Responsible for resolving customer issues and mitigating potential attrition during the contract term; Provide customers a personalized level of service that reinforces the value of Perforce; Ability to leverage CRM system for daily needs such as pulling reports, identifying gaps and recommending process improvements; Communicate to management on significant ‘At Risk’ or ‘Closed Lost’ renewals of high dollar value; Maintain customer information and ensure data integrity within internal systems; Support the supplier setup process, including execution of supplier due diligence forms and other necessary documents as required by the customer; Other related duties, as assigned.

Requirements

Fluent in English Language; Bachelor’s Degree, preferably in Business Administration, related program, or equivalent experience; Excellent written and oral communication skills; 2+ years in a customer service support role or order processing environment; High attention to detail and proven ability to deliver accuracy across multiple tasks simultaneously; Experience in analyzing business/operational data to identify trends and variations in results; Understanding of Revenue Operations and Customer Service Support; Experience with MS Office applications (Excel, Word, Powerpoint); Exceptional customer service and diplomacy skills; Proven ability to manage a large case load and prioritize incoming activity; All employees are expected to demonstrate AI fluency appropriate to their role and level, including responsible use of AI tools, sound judgment, and adherence to company AI governance and security policy standards.

Nice to have

Previous software or technology company experience; Salesforce experience; NetSuite experience