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Customer Operations Specialist
Customer Operations SpecialistSwoon Staffing • Houston, TX, US
Customer Operations Specialist

Customer Operations Specialist

Swoon Staffing • Houston, TX, US
3 days ago
Job type
  • Permanent
Job description

Job Description

Job Description

About the Role

Contract Duration :  12 months (1-Year)

Pay Rate :  $24.50 / hour (W2)

Work Setup :  100% Remote — If local to Houston, occasional onsite presence may be required.

Training :  2–3 weeks of structured onboarding and process training.

We’re partnering with a  global leader in the energy and industrial services industry  to hire a Customer Operations Specialist to support their  Order to Remittance (OTR)  operations.

In this role, you’ll manage the full financial order lifecycle — from booking customer orders and coordinating fulfillment to invoicing and revenue recognition. This position requires a strong understanding of financial processes, attention to detail, and collaboration with cross-functional teams to ensure accuracy and compliance.

Key Responsibilities

  • Process and manage  customer orders  through completion — booking, cost planning, invoicing, and order closure in  SAP .
  • Ensure  accurate financial alignment  and timely revenue recognition for each order.
  • Monitor and reconcile order data to support billing and financial reporting activities.
  • Collaborate with  Project Managers, Service Managers, Sales, Finance, and Site Leads  to ensure smooth order flow and resolve any discrepancies.
  • Support  project and financial reporting  related to order fulfillment and transactional processes.
  • Maintain compliance with  SOX and internal audit standards .
  • Prepare documentation, track performance metrics, and provide updates to leadership as needed.

Required Skills & Experience

  • 2–5+ years  of experience in  order management, financial operations, or fulfillment processes .
  • Strong working knowledge of  SAP (P31 preferred)  — especially within order booking and billing functions.
  • Proficiency in  Microsoft Office , particularly  Excel  (pivot tables, formulas, data analysis).
  • Familiarity with  SOX reporting  or compliance requirements.
  • Excellent organizational skills and the ability to manage multiple priorities.
  • Strong communication and interpersonal skills to work effectively in a  matrixed, cross-functional environment .

    • Education

  • Bachelor’s degree  in Business, Finance, Accounting, or a related field (required).
  • Professional certifications (e.g., PMP, Lean, Six Sigma) are a plus, not required.

    • Soft Skills

  • Highly organized and detail-oriented.
  • Proactive communicator with strong follow-up and customer service mindset.
  • Analytical and solution-driven approach to process improvement.
  • Adaptable and calm under pressure, maintaining accuracy and professionalism.
  • Collaborative and team-oriented attitude.

    • Additional Information

  • Contract Duration :  1 year (potential for extension or permanent hire)
  • Work Setup :  100% Remote (If local to Houston, occasional onsite presence may be required)
  • Interview Process :  Two rounds (Initial with Hiring Manager → Final Panel)
  • Training :  2–3 weeks of hands-on process onboarding

    • Company Description

  • Come get Swoon’d!!

    • \t

  • Swoon handles the staffing need of over 80 Fortune 500 clients.

    • \t

  • We have won Best and Brightest Companies to Work for in the Nation Award 6 years in a row.

    • \t

  • Swoon was also awarded the Inc. 5000 Fastest Growing Private Companies in the US from 2016 – 2020.

    • Company Description

  • Come get Swoon’d!!\r\n\t
  • Swoon handles the staffing need of over 80 Fortune 500 clients.\r\n\t
  • We have won Best and Brightest Companies to Work for in the Nation Award 6 years in a row.\r\n\t
  • Swoon was also awarded the Inc. 5000 Fastest Growing Private Companies in the US from 2016 – 2020.
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