Customer Success Representative

Job description

Job Summary The Customer Service Representative (CSR) provides administrative support for assigned accounts by entering data, maintaining accurate records, updating service-related information in internal and customer systems, preparing quotes and NTE increase requests, and assisting with routine follow-up tasks. This role focuses on documentation, status tracking, quote preparation, record maintenance, and process support to help ensure information is accurate, complete, and up to date. Essential Duties and Responsibilities: - Enter and update service-related information in internal systems and customer platforms. - Maintain accurate records, notes, and account documentation. - Review dispatches and work orders for completeness and accuracy. - Update statuses, required fields, and supporting information in accordance with company procedures. - Track open items and follow up internally on aged statuses as directed. - Maintain customer work order systems, portals, and tracking tools as assigned. - Prepare customer quotes based on approved scope, customer requirements, and internal guidelines. - Submit quotes to customers or customer platforms as assigned and track approval status. -...