Customer Success Associate

Provide direct support to a named list of accounts assigned to the CSA.

• CSA will be responsible for managing a variety of functions in support of a positive and successful customer experience. This role requires direct customer engagement in every aspect. The CSA will be required to gain an understanding of the customer account including its needs, locations, assets, expectations all while providing a high level of customer satisfaction. The CSA is required to learn, leverage, and maximize the software platform Salesforce to assist in managing their customer account relationships.
• Responsibilities include but are not limited to:
• Manage incoming service calls
• Acknowledge, communicate, and clarify customer request
• Create new work orders detailing the work requested to ensure Field Tech is properly educated on the work requested
• Schedule on demand and PM Service Appointments efficiently and timely ensuring optimization of all field resources and matching work type skills to the resource skills
• Maintain a working knowledge of your customers sites, assets, and service agreements
• Manage opportunities, create, and manage quotes: including timely delivery and follow up
• Manage sourcing of materials required for work orders including optimization of delivery of materials to minimize field tech travel

• Ensuring all Service Appointments are completed and accurate, purchase orders are received, products consumed accurately identified
• Field all customer inquiries as it relates to services bill and resolve to customer satisfaction

• Knowledge of Salesforce not required but a plus

• Ability to work managing multiple priorities
• Ability to think outside the box and contribute to company objectives with a fresh approach

Job Requirements:

• Works in office setting sitting for 8 hours per day
• Must be able to lift 20 lbs.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Ronkonkoma, NY 11779: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Customer service: 5 years (Preferred)

Work Location: One location

Salary : $50,000 - $60,000