Managed Services Specialist - Customer Success

About the role

The Managed Services Specialist plays a vital role in delivering accurate, timely, and high-quality Managed Services to EnergyCAP customers. This position is ideal for someone who enjoys analytical work, problem-solving, and working in a structured, SLA-driven environment. You’ll directly influence customer satisfaction, data quality, and the operational value that EnergyCAP provides.

Responsibilities

• Resolve audit flags and kickouts quickly and accurately to maintain clean billing data.
• Retrieve all missing utility bills from vendors and provide clear, timely status updates to customers.
• Run and deliver recurring reports (Missing Bills, Flag Reports, Kickouts, Bill & Batch Spreadsheets) with precise filtering and on-schedule delivery.
• Support monthly Bill Pay workflows by ensuring all approved bills are complete and accurate ahead of payment runs.
• Participate in customer status meetings, communicating bill activity, data quality issues, and progress updates.
• Document processes, updates, and bill statuses thoroughly to ensure transparency and continuity across the team.
• Set up new customer onboarding workflows for audits, retrieval, and Bill Pay activities.
• Maintain and improve Managed Services documentation within Confluence.
• Contribute to process improvement initiatives that streamline audits, kickouts, retrieval, and bill payment workflows.
• Support special projects involving customer data cleanup, bulk audit review, or other operational needs.

Requirements

• Experience in utility billing, AP/AR, fintech, data processing, or operations that support success in accuracy-driven, structured workflows.
• Ability to work within SLA-driven environments while managing recurring deadlines across multiple customers.
• Strong customer-facing communication skills that enable clear, professional interactions with customers and vendors.
• Familiarity with CRM systems, workflow tools, or ticketing platforms, with the ability to learn new systems quickly.
• Understanding of bill processing workflows, including audits, kickouts, and bill import validation.
• Ability to interpret utility bills, meters, rates, and billing data with precision and attention to detail.
• Effective communication and coordination abilities that support vendor outreach and clear, consistent updates.
• Working knowledge of EUM, DataCAP, CSV editing, and data review tools, or the ability to learn them quickly.
• High attention to detail and accuracy to ensure strong data quality.
• Ability to prioritize work and meet deadlines across multiple customers and recurring cycles.
• Analytical and problem-solving skills to investigate and resolve billing or data issues.
• Ability to work independently and collaborate across teams, especially with CAPTURE Services and Customer Success.
• Adaptability and resilience in a constantly evolving operational environment.

Qualifications

• Average of 2 years of experience in utility billing, AP/AR, fintech, data processing, or operations.
• Associate or Bachelor's degree preferred, or equivalent relevant experience.

Skills

• Utility billing, AP/AR, fintech, data processing, or operations experience.
• SLA-driven environments and recurring deadlines management.
• Customer-facing communication skills.
• CRM systems, workflow tools, or ticketing platforms familiarity.
• Bill processing workflows understanding.
• Utility bills, meters, rates, and billing data interpretation.
• Vendor outreach and clear, consistent updates communication.
• EUM, DataCAP, CSV editing, and data review tools knowledge.
• Data quality and accuracy focus.
• Work prioritization and meeting deadlines ability.
• Analytical and problem-solving skills.
• Collaboration and independence ability.

Benefits

• Health & Wellness: 100% company-paid Health, Dental & Vision coverage for you, plus competitive cost-sharing for your family; Company-paid Life & LTD Insurance for peace of mind; Adoption Grants and paid leave to support your growing family; Wellness program offerings designed to strengthen your physical and mental health and overall well-being.
• Financial Security: 401(k) with a 3% company match—helping you plan confidently for the future; Monthly Connectivity Stipend so you can work seamlessly from anywhere.
• Growth & Development: Emergenetics Development Program to help you understand and leverage your strengths; Tuition Assistance to fuel your continued learning and career growth.
• Community & Balance: Flexible Time Off so you can recharge and enjoy life outside of work; Remote-first workplace that offers balance and flexibility, with the option to connect in-person at our offices; Charitable contributions & matched giving to amplify your impact; Paid community service hours—because giving back matters.

Pay

Pay Range: $55,000 - $65,000 annual base salary. Pay is commensurate with experience, knowledge, skills, and abilities.