Customer Success Specialist

We are seeking a driven and detail-oriented Customer Success Specialist to support our growing customer base in the active and multimodal transportation industry. This role bridges inside sales and customer service—managing pre-sale to post-sale activities including opportunity management, quoting, order fulfillment, and account support.

As a key member of our commercial team, you’ll use your exceptional communication skills, problem-solving ability, and customer-first mindset to drive adoption, grow revenue, and deliver an outstanding customer experience.

• Responsiveness & Accuracy:
  Consistently delivers timely, professional responses to customer inquiries with a high level of accuracy in quotes, data entry, and order processing.
• Sales Funnel Ownership:
  Actively manages opportunities from lead to order, improving close rates and maintaining healthy pipeline metrics in CRM tools.
• Cross-Functional Collaboration:
  
  Works seamlessly with sales, operations, and engineering teams to ensure smooth handoffs, resolve issues, and improve the overall customer experience.
• Customer Advocacy:
  Builds strong relationships by understanding customer needs, gathering feedback, and championing improvements that drive satisfaction and retention.
• Process Improvement Mindset:
  Identifies inefficiencies, contributes to the development of standard work, and supports continuous improvement initiatives across the customer journey.

• Serve as the first point of contact for inbound inquiries; triage, qualify, and respond via phone and email.
• Manage customer relationships and the full opportunity lifecycle in CRM, from lead intake through order processing and fulfillment.
• Prepare accurate quotes, bids, and proposals in response to customer needs, and procurement processes.
• Support key accounts by providing timely updates on order status, pricing, and technical product information.
• Collaborate cross-functionally with sales, operations, engineering, and marketing to ensure seamless customer handoffs and issue resolution.
• Enter and maintain accurate data in ERP and CRM systems; order entry and opportunity management.
• Support the field sales team and channel partners by supplying commercial materials and assisting with opportunity follow‑up.
• Identify opportunities for cross‑sell, upsell, and improved close ratios based on customer behavior and market feedback.
• Coordinate shipment logistics and ensure timely delivery of products.
• Continuously gather Voice of Customer feedback to support internal improvements and product innovation.
• Other duties as assigned.

• Demonstrates is Curious, Takes Action – a bias for learning and continuous improvement, agility with change and benchmarking world class performance.
• Is Consistently Accountable and Relentlessly Focused on Teamwork – actively participates in achieving goals for the business and our customers. Approaches challenges with a low ego, prioritizing shared success over individual credit. Focuses on solving issues—not assigning blame—and believes in winning or losing as a team.
• Always Acts with Respect and Integrity – Is truthful and trusted, transparent and self‑aware.
• Sets a High Bar –Focused on meaningful outcomes over activities, the ideal candidate embraces internal tools and processes, champions continuous improvement, and drives progress with purpose and accountability.

• 3+ years in customer success, inside sales, or customer service (B2B/B2G preferred).
• Proficiency in CRM, ERP systems, Microsoft Outlook, Teams, Word, and Excel.
• Ability to juggle multiple tasks and deadlines with accuracy and efficiency.
• Technical aptitude with ability to…