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