Job Description

Customer Success Specialist

Tempe, AZ

Training – 1st 4 weeks is 100% in office

Post Training schedule - 3 days a week in office Tue-Thurs in office (Mon and Fri WFH)

W2 Rate - $25/hr

• Bilingual Spanish is a plus

Customer & Sales Operations

• Lead qualification, customer triage, and pipeline management
• Strong understanding of the sales funnel (lead → qualification → conversion → activation)
• Experience in sales operations or sales support environments

Communication Skills

• Strong verbal communication for customer outreach and validation calls
• Clear, structured written communication for CRM updates and referral notes
• Confident handling of customer questions, objections, and clarifications
• Spanish bilingual communication preferred – NOT REQUIRED

Customer Experience & Problem Solving

• Ability to quickly assess customer intent and business needs
• Strong judgment in early-stage customer conversations
• Customer-first mindset in triage and routing decisions
• Ability to determine when escalation or handoff is required

Organization & Execution

• Strong attention to detail in tracking contacts, follow-ups, and outcomes
• Excellent note-taking and documentation skills
• Ability to manage multiple leads or cases simultaneously
• Strong follow-through on callbacks, schedules, and assigned tasks

Tools & Systems

• Experience with CRM or lead management systems (including manual tracking environments)
• Familiarity with scheduling and workflow coordination tools

Sales Support & Workflow Coordination

• Experience supporting sales teams in structured handoff models
• Understanding of post-qualification workflows:
  • documentation follow-ups
  • contract coordination
  • underwriting/validation collaboration
  • onboarding and activation support