What are the responsibilities and job description for the Customer Operations Specialist position at TalentoHC?
On site in Miami
The Customer Operations Specialist is responsible for managing the operational execution of customer accounts within a B2B manufacturing environment. This role oversees the full order lifecycle, from purchase order review and entry through fulfillment and invoicing. Acting as a key liaison between customers, sales, logistics, warehouse, and finance, the position ensures accuracy, timely processing, and alignment between commercial agreements and financial documentation.
Responsibilities
The Customer Operations Specialist is responsible for managing the operational execution of customer accounts within a B2B manufacturing environment. This role oversees the full order lifecycle, from purchase order review and entry through fulfillment and invoicing. Acting as a key liaison between customers, sales, logistics, warehouse, and finance, the position ensures accuracy, timely processing, and alignment between commercial agreements and financial documentation.
Responsibilities
- Review and validate incoming customer purchase orders for pricing accuracy, product specifications, quantities, and delivery terms
- Enter and manage customer orders within the ERP system, ensuring data accuracy and compliance with internal processes
- Coordinate with sales to confirm pricing, terms, and contract alignment
- Track orders through production and fulfillment, proactively communicating updates or delays
- Partner with warehouse and logistics teams to ensure on-time shipment and proper documentation
- Generate and review invoices to ensure consistency with purchase orders and order confirmations
- Support accounts receivable activities, including monitoring outstanding invoices and assisting with collections follow-up
- Investigate and resolve billing discrepancies, credits, or pricing issues in collaboration with finance
- Maintain organized documentation of orders, invoices, and customer communications
- Identify process improvement opportunities to enhance operational efficiency and reduce errors
- 2–5 years of experience in customer operations, order management, or B2B customer support
- Experience reviewing purchase orders and managing order entry in an ERP system
- Working knowledge of invoicing, accounts receivable, and basic accounting principles
- Strong attention to detail and analytical mindset
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency in Microsoft Office and ERP/order management systems
- Strong communication and cross-functional collaboration skills