Customer Operations Specialist

Job Summary

Title: Customer Operations Specialist

Location: Pleasanton, CA (100% Onsite)

Duration: 12 Months

Pay Range: $15/hr to $17/hr (On W2)

Shift Time: 7:30am to 4pm

• Receives and processes customer rental and purchase orders in accordance with established procedures.
• Interprets and clarifies customer orders for the shipping department, creates relevant shipping paperwork, communicates waybill information, and traces lost shipments.
• Maintains customer contact until the shipment is received at the destination.
• Follows up and resolves order discrepancies, credit holds, training requirements, or product availability issues when appropriate with the guidance of the team lead/Supervisor.
• Communicates to our customers on order status, expected release dates, or requirements needed to fulfill orders.
• Provides and communicates inventory status updates and support.
• Researches and prepares billing correction requests to ensure proper billing and corrects commission payments on all devices.
• Provides accurate entry and field support for the clinical procedure calendar when required.
• Keeps current on all products offered by the company.
• Monitors, understands, and implements changes in regulatory requirements or CS processes.
• Responsible for obtaining approvals, issuing and tracking returns, and ensuring the issuance of credits based on procedures.
• Works with customers to expedite the return through to resolution.
• Receives and responds to customer product complaints, determines the validity of the warranty period, processes credits, and works with internal personnel to schedule installs, ship replacements, or loaned equipment to address immediate customer needs.
• Performs consignment inventory initial set‑up, audits, and troubleshoots discrepancies through to resolution with external customers.
• May generate reports on inventory and consignment products for field or management distribution.
• Maintains Accounts and Contacts in ERP and CRM Databases, including maintenance and updates.
• Consults and strategizes with management regarding identifying key hospital personnel for future product opportunities and customer needs.

• High School Diploma
• Minimum of two or more years of demonstrated experience in a customer service or closely related environment.

• Eligible to work for any employer without sponsorship.