Operations Specialist

The Operations Specialist I assist in maintaining core operational functions for the PTC. They will ensure the timely processing and management of customer orders, credits, cancellations and credit hold requests.  They will also assist in the maintenance of systems/billings by implementing pricing and i437 updates and change of ownership movements and will assist in supporting marketing program tracking and credit processing. They will process customer software requests from the business and update systems as needed to ensure accuracy of the data and work with other groups and vendors.

Essential Functions

To perform this job successfully, an employee must be able to perform each essential function satisfactorily, with or without reasonable accommodation. To request a reasonable accommodation, notify Human Resources or the manager who oversees the position.

• Processes Order and Credit Requests

• Executes cancellations and change of ownerships requests

• Manages price change requests and i437 report updates

• Manage software marketing program needs for tracking and statement credits

• Sells contracts for the Operations Specialist II based on need

• Ensures Credit Holds are processed in a timely manner

• Works with vendors to ensure 3rd party portals are updated

• Engages Financial Shared Service or business as needed for any questions on credit hold requests

Required Qualifications

• Excellent communication skills, including verbal and written

• Requires a consistent, positive attitude and respect for high quality standards

• Strong organizational, attention to detail and task follow-up skills

• Highly self-motivated and directed

• Proficient and accurate PC/keyboarding skills

• Email proficiency

• Committed to be a team player

Preferred Qualifications

• Associates or Bachelor’s Degree

• Data entry experience

Physical Demands

• Operating a computer or other office devices for the majority of the workday 

• May occasionally need to move packages up to 10 pounds such as office supplies or equipment

• Must be able to communicate with others in person, over the phone, and in writing   

• Must be able to understand and effectively exchange accurate information with others such as coworkers, customers and vendors  

• Must be able to read and interpret various electronic and written documents

Environmental Factors

This position is in an office environment in which team members occupy desks in assigned areas or at meeting/collaboration spaces within the building. The building’s primary work areas consist of desks, chairs, computers and other office equipment and devices for professional services.  

Travel and On-Call

There is no travel or on-call requirement.

The potential compensation range for this role is below.

$15/hr - $22/hr

The potential compensation range for this role is below. The final offer amount would be based on various factors such as candidate location (geographical labor market), experience, and skills. $15.19 - $18.65