Customer Success Associate

About us:

WM Synergy specializes in Business Consulting & Enterprise Software Sales for small to mid-size manufacturing & distribution companies. Founded in 1992 and headquartered in Houston, Texas, and has locations in New York and Canada. We have helped customers improve delivery performance, reduce the cost of sales, increase revenue, improve visibility to key metrics, innovate, as well as provide change management and business process improvements due to our unique tools and expertise.

At WM Synergy, we hire ambitious and passionate individuals who share our values of Customer Satisfaction, Teamwork with Integrity, Creativity, Measurable Results, and Dedication.

Job Summary:

This position reports to the Customer Success Operations Manager and is a member of the Customer Success Team within the Center of Excellence Business Unit. In this role, you will provide exemplary customer service to WM Synergy s internal and external customers. Customer Success links the needs of the customers to internal sales and service teams through ticket oversite, proposal development support, order entry setup, licensing requests and Install Base marketing support. This critical role is crucial for driving the success of our customers and therefore the success of WM Synergy.

Responsibilities:

• Focusing on Customer Success

• Working together with integrity

• Embodying dedication and commitment

• Delivering results with true impacts

• Advancing solutions through creativity

• Quickly resolve or route incoming tickets to the appropriate support team or business unit.

• Support Business Unit Directors in Statement of Work preparation

• Initiate Order Entry setup and confirm with customer the resource assignment.

• CRM Administrative backup and data entry as required.

• Seek, share, and standardize best practices where applicable.

• Provide sales support for lead registration and progress imports in ERP vendor partner portals.

• Install base marketing support as assigned by the Customer Success Operations Manager.

Desired Skills:

• Strong organizational skills and self-critical.

• Proven ability to prioritize in fast paced, dynamic environment.

• Approaches tasks with energy, enthusiasm, creativity and confidence.

• Good problem-solving skills and experience.

• Good interpersonal skills with an ability to communicate at all levels of a customer s organization to maintain relationships and cooperation in pursuing improvement goals.

Education:

• Associate or Bachelor s degree (BS) preferred, but not required.

Experience:

• 5-7 years in a customer facing work environment.

• Knowledge of CRM and Help Desk Ticketing Systems

Requirements

• Primarily a remote position but the ability to travel up to 10%, within the USA is required.

• Must be legally eligible to work in the USA on a permanent basis without sponsorship.

Why Work at WM Synergy?

• Dynamic and Innovative Environment

• Growth and Development Opportunities

• Impactful Work

• Collaborative Team

• Cutting-Edge Technology

• Competitive Compensation and Benefits

• Work-Life Balance

• Diversity and Inclusion

• Positive Company Culture

WM Synergy is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.