Customer Success Specialist POST NUMBER: 213842

The Customer Success Specialist plays a critical role in supporting the Account Management team by ensuring client workflows, reporting, vendor coordination, and internal systems operate seamlessly.
Key Responsibilities
Support Account Managers in day-to-day client needs and follow-ups
Maintain and update CRM and work order systems with accurate, real-time information
Track service requests, vendor performance, and resolution timelines
Troubleshooting information gaps
Prepare client-facing reports and savings summaries
Ensure all client documentation, contracts, and pricing files are current and organized
Coordinate with waste haulers and service providers to resolve issues
Track service-level agreements and ensure accountability
Monitor billing accuracy and flag discrepancies for correction
Assist with onboarding new client locations and service transitions
Support monthly and quarterly reporting processes
Identify cost savings opportunities through data review
Build and improve standardized reporting templates
Identify inefficiencies in account workflows and recommend improvements
Help develop SOPs for account management processes
Create internal dashboards and trackers to improve visibility
Qualifications
1-3 years of experience in operations, client services, account support, or similar role
Strong organizational and project management skills
High attention to detail and strong follow-through
Experience working in CRM systems (HubSpot, Salesforce, etc.)
Proficiency in Excel / Google Sheets (pivot tables, data tracking, reporting)
Ability to manage multiple accounts and deadlines simultaneously
Strong written and verbal communication skills
Process-driven mindset with a proactive approach

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Vacancy posted 28 days ago

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