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Customer Operations Specialist ›

Filevine

This job is no longer accepting applications

Operations, Customer Service

Salt Lake City, UT, USA

Posted on Aug 26, 2025

Audit Customer Usage: Monitor and review customer activity to ensure contract totals are aligned with usage, flagging and completing adjustments when customers exceed their limits.
Data Integrity & Enrichment: Regularly audit customer records, identify gaps or inconsistencies, and enrich datasets to maintain accuracy and completeness.
List Management: Scrub, clean, and maintain marketing and operational lists to ensure compliance and data quality.
Customer Information Audits: Conduct routine reviews of customer accounts and records to ensure alignment across systems and teams.
Cross-Functional Support: Partner with the sales and account solutions management teams to review and increase customer usage limits across various platforms/products.
Reporting: Provide insights and summaries of audit findings, highlighting trends or anomalies that may require further action.

Analytical Ability: Strong critical thinking skills with the ability to interpret various data points, identify trends, and translate insights into clear, actionable recommendations.
Communication Skills: Excellent verbal and written communication skills; able to present findings and recommendations in a clear and persuasive manner to both technical and non-technical stakeholders.
Collaboration & Teamwork: Proven ability to work effectively across teams (Sales, Customer Success, Finance, Operations) in a fast-paced, high-growth environment.
Business Acumen: Understanding of SaaS business models, customer lifecycle dynamics, and the impact of data integrity and usage on revenue (beneficial but not mandatory)
Attention to Detail: High level of accuracy in reviewing contracts, usage reports, and customer records.
High Intellectual Curiosity: Naturally curious, eager to dig into data, ask “why,” and challenge assumptions.

Bachelor’s degree in Business, Economics, Data Analytics, Finance, or a related field (or equivalent practical experience).
0–2 years of relevant experience in Sales Operations, Revenue Operations, Business/Customer Analytics, Customer Success, or related roles (internships and academic experience count).
Strong proficiency with Excel/Google Sheets (pivot tables, lookups, data cleaning)
Experience in Salesforce is a plus.
Prior experience in SaaS or technology companies is a plus.
Exposure to quota-carrying, renewals, or expansion-related responsibilities is beneficial but not mandatory.

This job is no longer accepting applications