Senior Customer Success Operations Specialist

3 days ago

☕ Washington – Remote

Although this job is listed in Washington, this company may be open to hiring remote in other states.

💵 $80k - $100k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

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Acumatica

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Acumatica is an intuitive Cloud ERP system that provides comprehensive business management solutions for growing companies across various industries. With a focus on user satisfaction, Acumatica offers specialized applications for financial management, construction, distribution, manufacturing, professional services, and retail. The platform is designed to enhance efficiency, collaboration, and visibility in business operations, enabling users to access real-time insights and streamline workflows in a flexible, low-code environment.

Distribution • Retail • Construction • Manufacturing • Service Industries

501 - 1000 employees

Founded 2008

☁️ SaaS

🏢 Enterprise

💳 Fintech

📋 Description

• Execute and manage customer success initiatives, including license and version compliance, surveys, and various customer and partner communications. • Ensure that the Customer Success initiatives are carried out accurately, efficiently and effectively as possible. • Assist, coach and teach our VAR’s Customer Success team how to excel at customer success. • Export, analyze, and interpret data to generate summaries and actionable insights. • Utilize Excel, Word, PowerPoint and Tableau to analyze data, create reports, and develop presentations. • Assist with creating, maintaining, and updating documentation related to customer success processes, procedures and programs using SharePoint. • Become proficient with using Acumatica’s CRM. • Collaborate with the customer success team to identify and implement process improvements. • Cross-functional collaboration to streamline processes and enhance interdepartmental communication. • Provide general operations support to the Customer Success team. • Contribute to Customer Success best practices.

🎯 Requirements

• Previous experience in a customer success or customer success operations role is preferred. • Located in the USA. • Excellent oral & written communication skills. • Passionate about driving customer satisfaction and making good business decisions. • Attention to detail and a commitment to timeliness and accuracy. • Enjoy learning, be it new software, processes, or policies – and enjoy sharing that knowledge. • Know how to build and execute an action plan, lay out goals, strategies, tactics, and timelines. • Proficiency in Microsoft Excel, Word, and PowerPoint. • Experience with Acumatica, specifically Acumatica CRM is a plus. • Experience with ERP/SaaS is a plus. • Experience with SharePoint is a plus. • Strong organizational and time management skills. • Have proven and creative problem-solving skills. • Possess a blend of business and technical savvy. • Ability to work independently and as part of a team. • Enjoy and are proficient at handling diverse workloads and can prioritize effectively. • Enjoy a dynamic work environment (continuously evolving and fast-paced). • Positive attitude, coachability, resourcefulness, and professionalism.