Specialist, Customer Success

Position Overview

We're looking for a Customer Success Specialist to join our Wholesale Group and serve as a proactive, relationship-first, point of contact for our wholesale customer accounts. This is not a back-office role. You will be the voice our customers hear regularly - building genuine relationships, maintaining open lines of communication, and helping ensure accounts stay healthy and current.

Essential Job Functions

• Manage a portfolio of wholesale accounts with a proactive, scheduled outreach cadence - primarily by phone
• Build and maintain strong working relationships with customer contacts, including accounts payable, office managers, and owners
• Communicate account status, billing activity, and any outstanding balances in a professional, solutions-oriented manner
• Identify and resolve discrepancies or account issues quickly by coordinating with internal billing, operations, and sales teams
• Maintain accurate records of customer interactions, commitments, and follow-up activity in company systems
• Serve as a trusted resource and first point of escalation for account questions

Qualifications

• Experience in a customer-facing role - whether that's account management, inside sales, customer service, or a similar function
• Comfort initiating and leading conversations by phone in a professional, confident manner
• Strong organizational skills and the ability to manage multiple accounts and follow-ups simultaneously
• A collaborative, team-first attitude with the ability to work across departments
• Basic proficiency with business software (email, spreadsheets, CRM or ERP systems); willingness to learn our platforms
• Background in fuel, lubricants, distribution, or B2B industries is a plus - but not required

Physical Demands

• Ability to sit or stand for extended periods when working in an office environment
• Occasional travel to field locations, customer sites, or operational facilities may be required
• May need to walk on uneven surfaces, climb stairs, or navigate industrial areas during site visits
• Must be able to lift up to 25 pounds occasionally
• Ability to use standard office equipment and communicate clearly via phone, email, and radio