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Customer Success Account Manager

Infinity by MarvinMiddleburg Heights, OH

About The Position

Infinity Replacement is Marvin's dedicated replacement window and door business, focusing on a direct-to-consumer model to deliver premium fiberglass products, personalized in-home consultations, and professional installation. As a Customer Success Account Manager, you will be crucial in providing an exceptional customer experience, guiding them from their initial appointment with a Design Consultant through to the final walkthrough with a Project Manager. Your role is to ensure customers feel supported, informed, and satisfied with their project outcome. This position is ideal for individuals motivated by helping people and thriving in a fast-paced, customer-focused environment.

Requirements

  • High school diploma or equivalent
  • Proven track record in team collaboration and success management
  • 2+ years of experience in project coordination or office management
  • Positive attitude, customer-centric mindset, and strong drive to perform
  • High energy and enthusiasm in daily interactions
  • Proficiency in Microsoft Office programs
  • Excellent communication skills and phone etiquette
  • Strong organizational skills, attention to detail, and ability to prioritize

Nice To Haves

  • College degree preferred
  • Prior home improvement industry experience preferred
  • Experience with Salesforce or other CRM systems preferred

Responsibilities

  • Serve as the single point of contact for customers after the sale, advocating for their success and building individualized solutions for a curated experience.
  • Manage the post-sale journey, including: Technical Measure, Installation Scheduling, Post-Installation Follow-Up & Walkthrough, Customer Service & Repairs.
  • Communicate with customers via phone, email, text, and web chat—bringing energy, professionalism, and enthusiasm to every interaction.
  • Coordinate all aspects of job processing: Generate and manage customer paperwork, Assign tasks to Project Managers, Ensure permits are obtained, Create invoices and assist with accounts receivable.
  • Follow up to ensure we exceed expectations, gather feedback, and drive process improvements.
  • Maintain compliance with legal and internal standards (PCI, permitting, registrations, lead paint, etc.).
  • Accurately input data into our CRM system and support field staff with scheduling and customer needs.

Benefits

  • Health insurance
  • Paid holidays
  • Paid parental leave
  • 401(k) retirement savings match
  • $300 annual wellbeing account to spend on what helps you feel happy + healthy
  • Better Living Day! (a paid day off to go have some fun)
  • Annual profit sharing – recognizing everyone’s contribution to Marvin’s success
  • Giving at Marvin – participate in organized volunteer opportunities
  • Brighter Days Fund – financial support from your colleagues and the Marvin family during personal hardships

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

1-10 employees

Career Resources

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