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Customer Operations Specialist

Hanover Park, IL, US

Requisition Number: 90392 

Position Overview 

The Services Operations Specialist coordinates all aspects of the service delivery cycle, including but not limited to, invoicing, processing signed documents, creating SOWs, assisting with RFP production, shipping and receiving, and/or other administrative tasks. 

What you’ll do at Insight 


  • Responsible for placing purchase orders with multiple vendors. 

  • Investigate and resolve receiving and invoicing discrepancies, proactively managing receipt dates, work with distribution employees to resolve issues regarding lost and damaged product.   

  • Manage all aspects of assigned vendors, back-orders, ETA’s. 

  • Work with vendors and Field Service, RTV department on problem warranty claims. 

  • Work with vendors in acquiring RMA’s for damaged, unused product. 

  • Work with finance to resolve any vendor issues as necessary. 

  • Handle/track warranty claims. 

  • SBI/fast entry processing on new and existing Invoices 

  • Responsible for invoice client SLA adherence 

Livelink Workflow Follow-up Process/Report 

  • Review list of workflows past their SLAs and follow up with teammates 

  • Proactively manage report and help move workflows to the next step in the process 

  • Follow-up with teammates at all levels (Sales, Services, Management, etc.) 

  • Make changes to workflows/status in Livelink and add notes in Comments section 

Subcontractor SOWs and Statements of Work (SOWs), as needed 

  • Create simple documents, ensuring correct template is used and all required master agreements are in place 

  • Proof and edit all content 

  • Ensure appropriate language is used to protect Company 

  • Ensure all internal approvals take place 

  • Create final document to send to client 

Team Mailbox Management 

  • Manage team mailbox, ensuring emails are addressed throughout the day 

  • Address any issues that are submitted: 

  • Handle Livelink issues to keep workflows moving 

  • Answer questions re: processes 

  • Format/proof internal resumes 


  • Identifying Billing and Inventory discrepancies 

  • Become an expert for information regarding specific products, programs, and initiatives of assigned vendors and product categories. 

  • Responsible for maintaining accurate costing, classification and status of assigned products. 

  • Work with internal personnel on problems relating to parts ordering information. 

  • Tasks assigned by TEM Analysts; Implementations Specialists and Supervisor 

  • Provide backup to TEM Clerk 


  • Verify contents of shipment compared to shipping documents while noting any discrepancies or damage.  Operate computer terminal to enter receipts and printer to print labels.  Accurately mark the correct number on product, and correctly label products. 

  • Responsible for receiving and processing electronic and paper Invoice media 

  • Filing 

  • Other duties as assigned. 

What you’ll need to join Insight 

  • High School degree or GED equivalent required.   

  • At least 2-5 years of receiving, purchasing, AP/AR, or administrative experience; including 1-2 years of experience in high volume purchasing environment with experience in distribution operations a plus; and/or equivalent combination of training and experience.  

  • Telecommunications experience also a plus.   

  • Ability to enter data into systems accurately required.   

  • Must have the ability to multitask with strong organization and time management skills.   

  • Must be able to respond effectively to inquiries or complaints within a timely fashion.   

  • Proficient in Microsoft Office including Word, Excel, and Outlook, also the capability to use RF technology.  

  • Possession of a valid forklift certification a plus.   

  • Knowledge of receiving, warehouse and safety procedures a must. 

Physical Demands 

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

  • While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer, telephone and keyboard; reach, stoop and kneel. 

  • Specific vision abilities required by this job include close vision requirements due to computer work. 

  • Light to moderate lifting is required 

  • Regular, predictable attendance is required; including quarter-driven hours as business demands dictate. 

Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.



Posting Notes: Hanover Park || Illinois (US-IL) || United States (US) || None || None || US - Hanover Park, IL ||

Nearest Major Market: Chicago

Job Segment: Operations Manager, Telecom, Telecommunications, Shipping and Receiving, RFP, Operations, Technology, Sales

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