Client Success Specialist (WFH and Night Shift)

JOB RESPONSIBILITIES

  • Coordinate end-to-end client quotations, ensuring accuracy, completeness, and timely delivery

  • Manage procurement and purchasing activities, including raising and tracking purchase orders and vendor coordination

  • Monitor and communicate order status, delivery timelines, and changes to internal stakeholders

  • Support service renewals by tracking contract timelines, preparing documentation, and coordinating renewals in advance of expiration

  • Prepare and distribute recurring client reports, service summaries, and operational updates

  • Maintain accurate and up-to-date client records, contracts, and documentation within CRM, PSA, and documentation systems

  • Act as a coordination point between client success, sales, finance, service delivery, and procurement teams

  • Identify, monitor, and escalate risks, delays, or recurring issues before they impact client satisfaction

  • Ensure all client-facing and internal communications meet established service and documentation standards

  • Support commercial administration tasks such as invoice coordination, PO matching, and finance-related inquiries

QUALIFICATIONS

  • 2–4 years of professional experience in IT services, client services, account coordination, or service administration

  • Experience working in a managed services (MSP) environment with an understanding of service delivery workflows

  • Demonstrated experience supporting quoting, procurement, or order management processes

  • Strong organizational skills with the ability to manage multiple concurrent requests accurately

  • Excellent written and verbal communication skills

  • Proven attention to detail in documentation, reporting, data entry, and administrative outputs

JOB REQUIREMENTS

  • Proficiency with PSA, CRM, and documentation platforms (experience with ConnectWise strongly preferred)

  • Ability to work independently in a remote or hybrid environment with consistent availability during business hours

  • Basic reporting and data-handling skills using tools such as Excel or similar platforms

  • Experience coordinating with vendors or suppliers for order fulfillment and issue resolution

  • Bachelor’s degree in Business, Communications, or a related field preferred (or equivalent practical experience)

  • Process-oriented mindset with the ability to identify inefficiencies and suggest improvements

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