Managed Services Specialist - Customer Success
New
Source API remote eligibility restrictions: United StatesFull-TimeMiddle
Salary50,000 - 60,000 USD per year
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Job Details
- Required Skills
- Analytical Skills
Requirements
- Experience in utility billing, AP/AR, fintech, data processing, or operations.
- Ability to work within SLA-driven environments while managing recurring deadlines.
- Strong customer-facing communication skills.
- Familiarity with CRM systems, workflow tools, or ticketing platforms.
- Understanding of bill processing workflows, including audits, kickouts, and bill import validation.
- Ability to interpret utility bills, meters, rates, and billing data.
- Working knowledge of EUM, DataCAP, CSV editing, and data review tools.
- High attention to detail and accuracy.
- Ability to prioritize work and meet deadlines.
- Analytical and problem-solving skills.
- Associate or Bachelor's degree preferred, or equivalent relevant experience.
Responsibilities
- Resolve audit flags and kickouts quickly and accurately to maintain clean billing data.
- Retrieve all missing utility bills from vendors and provide clear, timely status updates to customers.
- Run and deliver recurring reports (Missing Bills, Flag Reports, Kickouts, Bill & Batch Spreadsheets) with precise filtering and on-schedule delivery.
- Support monthly Bill Pay workflows by ensuring all approved bills are complete and accurate ahead of payment runs.
- Participate in customer status meetings, communicating bill activity, data quality issues, and progress updates.
- Document processes, updates, and bill statuses thoroughly to ensure transparency and continuity across the team.
- Set up new customer onboarding workflows for audits, retrieval, and Bill Pay activities.
- Maintain and improve Managed Services documentation within Confluence.
- Contribute to process improvement initiatives that streamline audits, kickouts, retrieval, and bill payment workflows.
- Support special projects involving customer data cleanup, bulk audit review, or other operational needs.
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