Customer Success Specialist

Worker Sub-Type:

Regular

 Job Description: 

Reporting to the Director of Customer Success, the Customer Success Specialist will engage with the customer base ensuring a positive customer experience on all fronts.  The selected candidate will be focused on supporting successful product use, contract, and order management along with customer retention. This role is ideal for a driven, detail-oriented professional looking to thrive in a fast-paced and collaborative environment within the technology industry. This is a full-time, on-site role with excellent prospects for long-term career growth.

Job Responsibilities

• Engage with customers at scale throughout key points in the customer journey.
• Respond to customer requests and issues as the highest priority
• Provide training on customer's request, and when new features are released
• Review signed contracts and related documents for completeness, accuracy, and changes
• Process sales orders and warranty orders
• Prepare data for importing into the CRM
• Prepare account statements
• Review all outstanding open orders, work to resolve and expedite shipment delays and rush orders
• Various reporting for internal and external clients
• Contribute ideas and innovations to improve upon existing work processes and procedures
• Ad Hoc reports and projects as needed

 Skills and Experience

• Team player, self-motivated
• 2 to 4 years of experience
• Proficiency in Microsoft Office (Excel, Word) and CRM software
• Advanced knowledge of Excel, including pivot tables and macros
• Strong organizational and problem-solving skills
• Excellent oral and written communication skills
• Ability to manage multiple priorities and work both independently and collaboratively
• Bachelor’s degree or equivalent

Scheduled Weekly Hours:

40