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Customer Success Support Specialist
Rockwell AutomationCustomer Success Support Specialist supporting global Customer Success Managers and operational activities at Rockwell Automation. Focused on ensuring data cleanliness and compliance in contract management.
About the role
Key responsibilities & impact- Execute assigned customer success and proposal support processes in strict compliance with established SOPs, policies, and governance guidelines .
- Provide operational and administrative support for end‑to‑end proposal, quotation, contract, and renewal activities .
- Maintain accurate status of projects, contracts, proposals, and quotations throughout their lifecycle—from creation to closure.
- Gather, validate, and summarize enabling data required to execute tasks effectively.
- Ensure timely, accurate, and clean data updates in business systems.
- Extract system data and publish standard reports and dashboards for regional stakeholders as per defined cadence.
- Monitor aging items and proactively follow up to maintain process health and visibility .
- Work closely with regional, domestic, and global stakeholders to ensure smooth execution and compliance.
- Coordinate with Planning teams to confirm and share parts/material availability , when required.
- Route requests to the appropriate owning teams when items fall outside scope.
- Demonstrate ownership and accountability for meeting process objectives, SLAs, commitments, and deadlines .
- Support root‑cause analysis for deviations raised by stakeholders and document corrective actions.
- Assist with audit responses and required documentation.
- Maintain strict confidentiality of sensitive commercial, financial, and technical information.
- Use official communication tools to engage with peers, customers, and stakeholders on process updates, discussions, feedback, and presentations.
- Identify opportunities for process improvements, standardization, and automation to enhance efficiency and customer outcomes.
Requirements
What you’ll need- Bachelor’s degree in business, Commerce, Operations, or a related field.
- 2–5 years of experience in Customer Success Support, Proposal Operations, Sales Operations, or Commercial Operations.
- Experience supporting global or regional teams is preferred.
- Strong Skills in Microsoft Excel for working with data, Solving Problems and drawing insight from different sources
- Understanding of Presales/Proposals
- A team Player who works well with different departments
- Skilled in handling multiple tasks and shifting priorities
Benefits
Comp & perks- Comprehensive mindfulness programs with a premium membership to Calm
- Volunteer Paid Time off available after 6 months of employment for eligible employees
- Company volunteer and donation matching program – Your volunteer hours or personal cash donations to an eligible charity can be matched with a charitable donation.
- Employee Assistance Program
- Personalized wellbeing programs through our OnTrack program
- On-demand digital course library for professional development
- and other local benefits!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Microsoft Exceldata validationdata summarizationreportingproposal operationscontract managementquotation managementroot-cause analysisprocess improvementautomation
Soft Skills
problem solvingteam playercommunicationaccountabilityorganizational skillsstakeholder engagementprocess health monitoringconfidentialityadaptabilitymulti-tasking