Customer Operations Specialist

About the RoleContract 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