Customer Support Specialist (Urgent)

We're looking for a highly organized Customer Support Specialist to support our Client Success team with administrative and operational tasks. This role is ideal for someone who enjoys keeping processes organized, working behind the scenes to ensure a great client experience, and managing multiple priorities with accuracy and attention to detail.

Responsibilities

Prepare and format client-facing quotes and renewal proposals based on Customer Success Manager (CSM) inputs.

Generate contracts, order forms, and renewal agreements, and route documents for e-signature while tracking completion.

Maintain accurate client records in Salesforce (or similar CRM), including opportunities, renewal dates, contract details, and activity logs.

Support renewal and cancellation workflows by preparing documentation and coordinating with Client Success, Billing, and Finance teams.

Draft and send routine client communications using approved templates.

Organize and maintain shared proposal libraries, templates, and client documentation.

Coordinate scheduling and meeting logistics, including calendar invites, reminders, and meeting materials.

Proactively identify missing information, errors, or upcoming deadlines and follow up to keep projects moving.

Assist with Client Kickoffs, Quarterly Business Reviews (QBRs), and Success Plan coordination.