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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
Vacancy posted 3 days ago
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