Customer Success Specialist

Purpose of the RoleThe Customer Success Specialist plays a critical role in supporting Spacestor's US&C Sales success by driving seamless execution in US&C Sales Quotes and fostering strong client relationships within their assigned territory. This role ensures all Spacestor inquiries are handled efficiently and accurately, with a strong focus on building and maintaining client relationships to drive project conversion. By continually deepening product knowledge, the Specialist becomes an expert in quoting and processing orders seamlessly.

This position emphasizes proactive communication, consistent discretion and independent judgment, cross-department collaboration, and a client-first approach to ensure projects progress smoothly from quote generation to final delivery. The Customer Success Specialist ensures that each project is set up for success by driving efficient execution and supporting client relationships throughout the client project lifecycle. Key ResponsibilitiesUS&C Sales Quotes: Execute accurate, timely quotes and coordinate with internal sales leads to ensure clarity for production. CRM Accuracy & Pipeline Management: Maintain CRM pipeline health for your territory, tracking opportunities, follow-ups, and Estimated Close Dates (ECDs). Monitor dashboards to support team accountability.

Proactive Communication: Communicate clearly across all stages of the project, adhering to communication and timeline commitments, SOPs, and process standards. Client-Focused Approach: Champion a client-first mindset by anticipating needs, escalating blockers, and ensuring service delivery. Cross-Team Collaboration: Collaborate with Operations, Engineering, and vendors to ensure project success and timely transitions to Business Central for PO processing. Pipeline Management & Conversion Support: Manage CRM opportunities and facilitate project readiness, ensuring all deliverables (e. g. , visuals, approvals) are met for sales closure. Continuous Improvement: Contribute to evolving workflows and train others on best practices for quoting and order processing.

Qualifications and ExperienceSales Support Experience: Experience in quoting or CRM administration. Product Knowledge: Familiarity with product lifecycles and sales operations. Client-Facing Experience: Background in client-facing or B2B support roles. CRM & Quoting Systems: Proficiency in CRM and quoting platforms. Organizational Skills: Proven ability to manage multiple projects and deadlines.