Customer Operations Specialist ›, Album, UT, US

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Customer Operations Specialist ›

Filevine

Operations, Customer Service

Salt Lake City, UT, USA

Posted on Aug 26, 2025

Apply now

Responsibilities

  • 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.

Core Skills & Competencies

  • 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.

Experience

  • 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.

Apply now

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