Customer Success Specialist

Trimark Associates•Folsom, CA

10d•$30 - $35

About The Position

The Customer Success Specialist plays a critical role in supporting customers, internal project teams, and the Metering Services department through exceptional coordination, scheduling, and administrative execution. This role serves as a central point of contact for customer communication while ensuring that internal workflows, documentation, and project support activities are completed accurately and on time. While this position performs a broad range of customer success and administrative duties, the primary emphasis is on scheduling, coordination, and workflow management across multiple stakeholders, departments, and projects. Success in this role requires strong organizational skills, attention to detail, clear communication, and the ability to manage competing priorities in a fast-paced operational environment.

Requirements

Associate’s degree or higher in Business, Communications, or a related field (or equivalent combination of education and experience)
Prior experience in customer success, administrative support, scheduling, or coordination roles preferred
Experience in utilities, construction, engineering, or technical services environments is a plus
Demonstrated ability to manage multiple tasks, deadlines, and priorities with strong attention to detail
Strong written and verbal communication skills
Proficiency in Microsoft Office Suite and comfort working in document management and tracking systems
Ability to follow oral and written instructions and work both independently and collaboratively

Nice To Haves

Experience in utilities, construction, engineering, or technical services environments is a plus

Responsibilities

Coordinate and schedule service appointments, internal meetings, and field activities
Act as a liaison between customers, Metering Services, Project Management, Engineering, and other internal teams
Track status, confirm task completion, and ensure all required documentation is submitted and properly archived
Process new requests and maintain work items in internal tracking systems
Monitor deadlines, expirations, and recertification requirements; notify stakeholders of upcoming actions
Ensure work orders, service requests, and documentation are complete and ready for execution
Support urgent scheduling changes and priority updates as operational needs arise
Serve as a primary point of contact for scheduling inquiries via phone, email, and other communication channels
Provide timely, professional responses to customer questions related to services, scheduling, documentation, and status updates
Address and resolve customer issues when possible; escalate complex concerns to appropriate internal teams
Build and maintain positive, professional relationships with customers through clear communication and follow-up
Document customer interactions, inquiries, and resolutions in internal tracking systems
Process and manage service request forms, workflows, and related documentation
Create, update, and maintain records in associated database systems
Upload, archive, and maintain completed final documentation
Support procedure manual management and document standardization efforts
Submit purchase requests for job hardware, supplies, and equipment
Identify opportunities to improve scheduling, coordination, and customer support processes
Provide feedback and recommendations to improve service efficiency and customer experience
Stay informed on company services, policies, and procedures to better support customers and internal teams