Customer Operations Specialist
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
- 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
Requirements
- 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
