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Client Success Specialist

2 months ago

Anoka, Minnesota, United States Marvin Full time

Client Success Specialist

ID

Department

Customer Support

Position Type

Regular

Job Overview

The Client Success Specialist plays a vital role in bringing our mission to fruition by supporting the Client Success team in navigating customers through their experience with Marvin Replacement. This team is dedicated to crafting an outstanding, tailored journey by prioritizing individual customer needs and serving as a reliable resource throughout their engagement. Client Success Specialists assist Client Success Managers with various behind-the-scenes tasks to guarantee a smooth experience for every client.



Key Responsibilities

  • Manage all facets of order processing, including reviewing daily opportunities and generating production orders, handling customer-related documentation, liaising with project managers, ensuring necessary permits are secured, and creating invoices in QuickBooks.
  • Process pre-measure change orders, such as adjusting financing options and modifying payment terms.
  • Oversee project completions, including document uploads, payment notations, funding retrieval, and initiating service tickets as required.
  • Assist in the collection of accounts receivable, maintaining accurate banking records and deposits.
  • Ensure adherence to legal and internal standards across all operations (including PCI compliance, permitting, registrations, lead paint regulations, etc.). Accurately input data into our CRM system.
  • Support Client Success Managers in regional operations, including drafting communications to clients on their behalf.
  • Address customer service inquiries, guiding clients through the entire process from initial consultation to final resolution.


Compensation

$18-$21 per hour



Qualifications

  • Exceptional organizational abilities with the capacity to manage multiple priorities.
  • Commitment to excellence and meticulous attention to detail for auditing tasks.
  • A readiness to enhance skills as necessary and the capability to adapt to new technologies.


Preferred Background

  • High school diploma or equivalent; a college degree is preferred.
  • 2+ years of experience in order management or customer service, ideally within the windows and doors or construction materials sectors.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).


About Marvin

At Marvin, we are dedicated to enhancing the quality of life through our products and services. As a family-owned and operated window and door manufacturer, we offer a community filled with opportunities. We are proud to be recognized as one of America's Top 20 Large Employers of 2024 by Forbes Magazine.

With over a century of experience, we design, manufacture, and engineer premium products across our locations in North America, including Infinity Replacement Windows, TruStile Doors, and Marvin Coastline brands.

Joining the Marvin team means becoming part of a culture that feels like home, where our benefits support you both professionally and personally. From day one, you will receive health insurance, paid holidays, paid parental leave, a 401(k) retirement savings match, and more. Unique offerings include:

  • $300 annual wellbeing account for personal health and happiness.
  • Better Living Day - a paid day off for leisure activities.
  • Annual profit sharing to reward contributions to Marvin's success.
  • Community engagement through coordinated volunteer opportunities.
  • Brighter Days Fund - financial support from colleagues in times of personal hardship.

When you are part of the Marvin family, you receive a comprehensive package of benefits and support.



Equal Opportunity Employer

This job description is intended to provide a general overview of the position and is not exhaustive of all duties and responsibilities. Accommodations may be made for individuals with disabilities to perform essential functions. Employment offers are contingent upon successful completion of background checks and drug screenings.