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
