
Customer Success Specialist
Required skills
- customer portals
- WMS
- order management platforms
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- multitasking skills
- problem-solving skills
- written communication skills
- verbal communication skills
Nice to have
- Associate's degree
- customer service experience
- account management experience
- logistics operations experience
- warehouse experience
- distribution experience
Role summary
As a Customer Success Specialist, you will be the primary point of contact for assigned customer accounts, building strong relationships through proactive communication and service support. You will coordinate orders and shipments, monitor order activity to ensure timely delivery, and resolve service issues by collaborating with internal teams such as operations, sales, and customer service. This role requires strong computer skills, proficiency in multiple operational systems, and excellent organizational, multitasking, and problem-solving abilities to ensure a seamless customer experience.
Turn great service into lasting customer partnerships! As a Customer Success Specialist, you’ll connect customers with internal teams, coordinate orders and shipments, solve problems, and keep communication clear every step of the way. If you’re a detail-driven communicator who thrives in a fast-paced environment, this is your opportunity to collaborate across operations, sales, and customer service while creating a seamless experience for every customer.
Key Responsibilities
Customer Relationship Management
- Serve as a primary point of contact for assigned customer accounts.
- Build and maintain strong customer relationships through proactive communication and service support.
- Provide timely updates and information regarding order status, shipments, and operational activities.
Account Management
- Review customer orders to ensure information is accurate for operational processing and billing requirements.
- Monitor order activity to ensure shipping requirements and service timelines are met.
- Communicate customer requests, changes, or service needs to internal teams.
Customer Systems
- Utilize and maintain multiple operational systems including customer portals, WMS, and order management platforms.
- Assist customers in utilizing customer portals and reporting tools to access operational information.
- Maintain accurate customer and order documentation within internal systems.
Customer & Internal Coordination
- Work closely with warehouse operations, transportation, and internal support teams to ensure customer expectations are met.
- Coordinate with site staff and sales teams to resolve service issues and maintain account continuity.
- Support onboarding and ongoing operational support for assigned customers.
Qualifications
- High School Diploma required; Associate or Bachelor’s degree preferred.
- 2+ years of experience in customer service, account management, or logistics operations preferred.
- Experience working in warehouse, distribution, or fulfillment environments preferred.
- Strong computer skills including Microsoft Excel, Word, and Outlook.
- Ability to work across multiple operational systems and customer portals.
- Strong organizational, multitasking, and problem-solving skills.
- Strong written and verbal communication skills.
- Ability to build positive relationships with customers and internal teams.
- Ability to work independently while maintaining strong collaboration across teams.
- Ability to travel occasionally (less than 10%) as needed.
- All other duties as assigned based on business and customer needs.
Physical Capabilities:
- Ability to sit for extended periods while working at a computer workstation.
- Ability to use hands and fingers for computer keyboarding and phone communication.
- Ability to communicate effectively through phone, video, and written communication.
Benefits and Total Rewards:
- Competitive wages and opportunities for advancement.
- Medical, Dental, Vision, Critical Illness, Accident, and Flexible Spending Plans available.
- Company-paid Short/Long-term Disability, Life Insurance, and Employee Assistance plans.
- Company-paid Time-Off (PTO), Holiday Pay, and Sick Leave where required.
- Retirement 401(k) Plan with Discretionary Employer Match and Profit Sharing.
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