Customer Success Specialist

Peerless IncBuffalo, NY

About The Position

The Customer Success Specialist is on the front lines of Peerless' customer experience. Reporting directly to the Customer Success Manager, you’ll be the engine behind fast, accurate quotes and smooth order execution — while serving as a trusted point of contact for our customers every step of the way. Your work directly impacts revenue, customer satisfaction, and our ability to scale.

Requirements

  • Bachelor’s Degree preferred; relevant experience considered in lieu of degree.
  • 2–4 years of experience in quoting, customer service, order management, or supply chain — preferably in a manufacturing or industrial environment.
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Proficiency in ERP and/or CRM systems; comfortable working with data.
  • Proactive, accountable, and customer-first mindset.

Responsibilities

  • Prepare accurate, competitive quotes with a sense of urgency — speed and precision are equally important.
  • Collaborate with engineering and production to ensure quotes reflect real-world costs, lead times, and technical requirements.
  • Manage and maintain quote documentation, tracking status from request through conversion.
  • Identify opportunities to improve quote turnaround time and accuracy.
  • Monitor and coordinate with suppliers to ensure material availability and on-time delivery.
  • Track open orders and proactively communicate any supply disruptions, delays, or changes to internal teams and customers.
  • Support procurement activities by providing lead time and pricing data from vendors.
  • Maintain accurate records in ERP/CRM systems to ensure inventory and order data integrity.
  • Serve as a primary point of contact for customers, providing timely, clear, and solutions-focused communication.
  • Manage customer expectations around order status, delivery timelines, and any issues that arise — always with professionalism and transparency.
  • Turn customer challenges into opportunities to strengthen relationships and earn repeat business.
  • Represent the Peerless brand with every interaction — be responsive, knowledgeable, and genuinely helpful.
  • Work closely with the Customer Success Manager to align on priorities, escalate complex issues, and contribute to team goals.
  • Share feedback on recurring customer pain points or process gaps to help drive improvements.
  • Support cross-functional collaboration with engineering, production, and logistics teams.

Benefits

  • Competitive benefits package.
  • Professional development and growth opportunities within a scaling team.
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