EnergyElephant

Managed Services Specialist – Customer Success

EnergyElephant

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $50,000 - $60,000 per year

About the role

  • 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

Requirements

  • Experience in utility billing, AP/AR, fintech, data processing, or operations that support success in accuracy-driven, structured workflows
  • Ability to work within SLA-driven environments while managing recurring deadlines across multiple customers
  • Strong customer-facing communication skills that enable clear, professional interactions with customers and vendors
  • Familiarity with CRM systems, workflow tools, or ticketing platforms, with the ability to learn new systems quickly
  • Understanding of bill processing workflows, including audits, kickouts, and bill import validation
  • Ability to interpret utility bills, meters, rates, and billing data with precision and attention to detail
  • Effective communication and coordination abilities that support vendor outreach and clear, consistent updates
  • Working knowledge of EUM, DataCAP, CSV editing, and data review tools, or the ability to learn them quickly
  • High attention to detail and accuracy to ensure strong data quality
  • Ability to prioritize work and meet deadlines across multiple customers and recurring cycles
  • Analytical and problem-solving skills to investigate and resolve billing or data issues
  • Ability to work independently and collaborate across teams, especially with CAPture Services and Customer Success
  • Adaptability and resilience in a constantly evolving operational environment
  • Associate or Bachelor's degree preferred, or equivalent relevant experience.
Benefits
  • 100% company-paid Health, Dental & Vision coverage for you, plus competitive cost-sharing for your family
  • Company-paid Life & LTD Insurance for peace of mind
  • Adoption Grants and paid leave to support your growing family
  • Wellness program offerings designed to strengthen your physical and mental health and overall well-being
  • 401(k) with a 3% company match—helping you plan confidently for the future
  • Monthly Connectivity Stipend so you can work seamlessly from anywhere
  • Emergenetics Development Program to help you understand and leverage your strengths
  • Tuition Assistance to fuel your continued learning and career growth
  • Flexible Time Off so you can recharge and enjoy life outside of work
  • A remote-first workplace that offers balance and flexibility, with the option to connect in-person at our offices
  • Charitable contributions & matched giving to amplify your impact
  • Paid community service hours—because giving back matters
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
utility billingAP/ARdata processingbill processing workflowsauditskickoutsbill import validationCSV editingdata review toolsdata cleanup
Soft Skills
customer-facing communicationattention to detailanalytical skillsproblem-solving skillsprioritizationcollaborationadaptabilityresiliencecoordinationclear communication
Certifications
Associate degreeBachelor's degree