The Business Operations Specialist II works with the Sales, Sales Ops, Legal, Accounting, Export Compliance, and other departments to process customer orders and generate license keys. This role is responsible for verifying and reviewing the accuracy of orders, also completing and maintaining associated records and preparing related reports. Little direction required; the Business Operations Specialist II is able to handle some complex tasks and accomplish straightforward work without assistance.
Key Duties and Responsibilities
* Processes software license orders and stock orders via multiple CRM systems and verifies license agreements in accordance with ANSYS, Inc. policies and procedures
* Generates timely, accurate license keys and software license entitlement information, and delivers them to sales channels and customers
* Assists customers attempting to enroll for the ANSYS, Inc. Customer Portal
* Utilizes CRM checks to strive for succinct data integrity
* Acts as liaison to ANSYS, Inc. sales channel by providing quality customer service and support and resolving customer issues
* Provides assistance to sales personnel for proper order submission and documentation
* Interfaces with legal, accounting, and sales departments to facilitate procedural and policy adherence
* Proactively seeks ways to improve workflow, including identification of better ways to provide value-added customer service
* Participates in department projects such as developing rollout plans for product delivery
Minimum Education/Certification Requirements and Experience
* Associate’s Degree or minimum 4 years of experience in a billing, order processing, or customer service environment
* Excellent customer services skills and orientation
* Demonstrated organizational and analytical skills
* Experience working in database environment including strong report generation responsibilities and analytics skills
* Demonstrated ability and experience in a detail-oriented position
* Ability and willingness to perform in fast paced, rapidly changing environment
* Excellent communication and interpersonal skills
* Demonstrated ability to multi-task in a deadline driven environment
* Microsoft Office experience required
Preferred Qualifications and Skills
* Prior CRM experience preferred
* Bachelor’s Degree is preferred but equivalent relevant experience considered
* Previous experience with servicing global customers is highly preferred
* Experience working with Salesforce, Snowflake, and PowerBI
* Experience improving processes