Industrial Physics

Customer Success Manager I

Industrial Physics

full-time

Posted on:

Location Type: Hybrid

Location: United States

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Tech Stack

ERP

About the role

  • Process Incoming Service Requests
  • Receive, review, and log customer inquiries into Salesforce cases.
  • Gather necessary details to determine service needs and urgency.
  • Prepare and Deliver Service Quotes
  • Generate accurate service estimates based on established pricing, scope, and requirements.
  • Communicate quotes to customers clearly and professionally, addressing questions as needed.
  • Customer Follow-Up and Communication
  • Track open quotes and follow up with customers to confirm approval or clarify outstanding details.
  • Provide updates on service status and ensure a positive customer experience throughout the process.
  • Coordinate with Dispatching Team
  • Transfer approved service requests and all relevant documentation to the dispatching team.
  • Ensure all information is complete, accurate, and ready for scheduling.
  • Collaborate with dispatchers to resolve any missing details or scheduling constraints.
  • Administrative and Operational Support
  • Maintain accurate records of customer interactions, quotes, and service requests.
  • Assist with process improvements to enhance service efficiency and customer satisfaction.

Requirements

  • High school diploma or equivalent required; an associate’s degree or higher is strongly preferred.
  • 2+ years of experience in service administration is preferred.
  • Experience supporting a field-based team is an advantage.
  • Advanced proficiency in Microsoft Office Suite (especially Excel for data management and reporting) or Google Workspace.
  • Strong working knowledge of CRM software (e.g., Salesforce, HubSpot).
  • Experience with ERP systems for order entry is highly desirable.
Benefits
  • No visa sponsorship offered for this position
Applicant Tracking System Keywords

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

Hard Skills & Tools
service administrationdata managementreportingorder entry
Soft Skills
customer communicationcustomer follow-upcollaborationprocess improvementattention to detail
Certifications
high school diplomaassociate's degree