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Customer Success Specialist
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Robert Half
Plano, TX (In Person)
Full-Time
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Job Description
Description We are looking for a Customer Success Specialist to join our team in Plano, Texas in a contract capacity with the potential for a long-term opportunity. This position supports business customers by managing order-related activity, responding to service requests, and keeping day-to-day account information accurate and up to date. The role also contributes to billing operations and monthly financial reporting, making it a strong fit for someone who is organized, service-minded, and comfortable handling administrative details in a fast-paced IT software environment.
Responsibilities:
- Provide timely support to business clients by resolving questions, addressing service needs, and maintaining a high-quality customer experience across phone and email channels.
- Coordinate order processing from initial request through completion, ensuring records are accurate and customer expectations are clearly communicated.
- Maintain inventory information and assist with product availability tracking to support smooth fulfillment activities.
- Support shipping and receiving tasks on an occasional basis, helping manage related documentation and status updates when needed.
- Prepare and issue customer invoices, manage billing follow-up communications, and respond to questions related to charges or payment status.
- Create and process credit notes with proper supporting records, ensuring documentation is complete and aligned with internal standards.
- Perform data entry and general administrative work to keep customer, order, and billing information current and organized.
- Complete monthly financial reporting activities accurately and within expected deadlines to support business operations. Requirements
- Experience supporting customers in a B2B service or call center environment.
- Ability to manage customer communication effectively through email and phone while maintaining a high level of professionalism.
- Working knowledge of order entry, invoicing, and administrative support processes.
- Strong data entry skills with close attention to accuracy and detail.
- Comfort navigating multiple browser windows and web-based systems throughout the workday.
- Ability to prioritize tasks, stay organized, and handle several responsibilities at the same time.
- Experience in customer success, customer service, or account support roles within a fast-paced business setting.