The Customer Success Specialist is focused on supporting customers post-sale, ensuring they achieve their desired outcomes and maximize the value of company products. This role leverages company-wide resources to address customer satisfaction, growth opportunities, and renewal risks within an assigned portfolio of customers.
What you will be doing:Anticipate customer requirements and proactively address potential challenges.
Ensure customer success within the assigned customer portfolio by developing success plans that outline critical success factors, metrics, and recommendations.
Conduct scheduled customer check-ins and lead periodic business reviews.
Identify and drive resolution on escalated customer issues.
Build, maintain, and execute account plans for each assigned account, coordinating internal domain experts for successful delivery.
Recommend specific solutions to help customers achieve their goals.
Identify, develop, and capitalize on new opportunities to expand customer business volume.
Collaborate with stakeholders across departments to deliver a seamless customer experience.
Ensure data accuracy and consistency across internal systems.
Manage customer contracts, including order processing and tracking.
Handle billing inquiries and support invoicing processes.
Use Salesforce to track interactions, monitor performance, and manage customer information.
Interpret KPIs and customer metrics to inform strategy and improve outcomes.
Deliver services and updates directly to customers, confirming delivery and addressing questions.
Strong problem-solving skills and the ability to anticipate customer needs.
Excellent communication skills and comfort in both internal and external customer-facing interactions.
Strong relationship-building skills with stakeholders across various functions.
Experience with order processing, contract management, and customer billing.
Understanding of key business metrics and KPIs from a customer perspective.
Business acumen and the ability to view customer operations within the broader business context.
Proficiency with Salesforce or similar CRM tools.
Ability to manage multiple customer accounts effectively.
A proactive and customer-focused mindset.
Experience working in a fast-paced, customer-centric environment.
2+ years of applicable experience in customer success or a related field.
High school diploma preferred.
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About Epicor
At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.
We’re Proactive, Proud, Partners.
Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.
Competitive Pay & Benefits
Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being.
Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
Global Mobility: Comprehensive support for international relocations and permanent residency processes.
Equal Opportunities and Accommodations Statement
Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.
We are an equal-opportunity employer.
Recruiter:
Antonio Ibarra BustillosTop Skills
What We Do
We’re the Digital Brains of Our Customers’ Operations
We help businesses stay future-ready with cognitive ERP that connects people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.
Why Work With Us
Our policies are built on mutual trust, support, and a commitment to maintaining a healthy work-life balance. That's why we encourage you to take the time off you need to rest, recharge, and reconnect.
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