Customer Success Specialist

We are seeking a driven and detail-oriented Customer Success Specialist to support our growing customer base in the active and multimodal transportation industry. This role bridges inside sales and customer service—managing pre-sale to post-sale activities including opportunity management, quoting, order fulfillment, and account support. As a key member of our commercial team, you’ll use your exceptional communication skills, problem-solving ability, and customer-first mindset to drive adoption, grow revenue, and deliver an outstanding customer experience. Key Success Factors Responsiveness & Accuracy: Consistently delivers timely, professional responses to customer inquiries with a high level of accuracy in quotes, data entry, and order processing. Sales Funnel Ownership: Actively manages opportunities from lead to order, improving close rates and maintaining healthy pipeline metrics in CRM tools. Cross-Functional Collaboration: Works seamlessly with sales, operations, and engineering teams to ensure smooth handoffs, resolve issues, and improve the overall customer experience. Customer Advocacy: Builds strong relationships by understanding customer needs, gathering feedback, and championing improvements that drive satisfaction and retention. Process Improvement Mindset: Identifies inefficiencies, contributes to the development of standard work, and supports continuous improvement initiatives across the customer journey. Essential Duties and Responsibilities Serve as the first point of contact for inbound inquiries; triage, qualify, and respond via phone and email. Manage customer relationships and the full opportunity lifecycle in CRM, from lead intake through order processing and fulfillment. Prepare accurate quotes, bids, and proposals in response to customer needs, and procurement processes. Support key accounts by providing timely updates on order status, pricing, and technical product information. Collaborate cross-functionally with sales, operations, engineering, and marketing to ensure seamless customer handoffs and issue resolution. Enter and maintain accurate data in ERP and CRM systems; order entry and opportunity management. Support the field sales team and channel partners by supplying commercial materials and assisting with opportunity follow‑up. Identify opportunities for cross‑sell, upsell, and improved close ratios based on customer behavior and market feedback. Coordinate shipment logistics and ensure timely delivery of products. Continuously gather Voice of Customer feedback to support internal improvements and product innovation. Other duties as assigned. Expected Behaviors Aligned with Cultural Values and Anchors Demonstrates is Curious, Takes Action – a bias for learning and continuous improvement, agility with change and benchmarking world class performance. Is Consistently Accountable and Relentlessly Focused on Teamwork – actively participates in achieving goals for the business and our customers. Approaches challenges with a low ego, prioritizing shared success over individual credit. Focuses on solving issues—not assigning blame—and believes in winning or losing as a team. Always Acts with Respect and Integrity – Is truthful and trusted, transparent and self‑aware. Sets a High Bar –Focused on meaningful outcomes over activities, the ideal candidate embraces internal tools and processes, champions continuous improvement, and drives progress with purpose and accountability. Required Education, Experience and Skills 3+ years in customer success, inside sales, or customer service (B2B/B2G preferred). Proficiency in CRM, ERP systems, Microsoft Outlook, Teams, Word, and Excel. Ability to juggle multiple tasks and deadlines with accuracy and efficiency. Technical aptitude with ability to become a product expert. Excellent verbal and written communication skills. Strong organizational and analytical skills. High attention to detail with the ability to manage multiple projects and tasks simultaneously. Physical Requirements and Working Conditions This is a collaborative in-person role, therefore being physically present and available at our Monroe location is required. Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. All qualified applicants will receive consideration for employment without regard to race, color, religion, ancestry, national origin, sex, sexual orientation, gender identity, marital status, age (over 40), or disability (including AIDS, and cancer-related medical condition). #J-18808-Ljbffr