Managed Services Specialist – Customer Success

Position: Managed Services Specialist – Customer Success

Date Posted: July 9, 2026

Industry: Energy Management Software / Sustainability Technology / Customer Success

Employment Type: Full Time

Experience: Experience in Utility Billing, Accounts Payable/Receivable, FinTech, Data Processing, or Operations Preferred

Qualification: Associate or Bachelor’s Degree Preferred, or Equivalent Relevant Experience

Salary: $55,000 – $65,000 Annual Base Salary

Location: United States, REMOTE

Company: EnergyCAP

Description:

EnergyCAP is seeking a Managed Services Specialist – Customer Success to support the delivery of accurate, timely, and high-quality managed services to customers. As a leading energy and sustainability management software company, EnergyCAP helps organizations manage resources, reduce carbon impact, and achieve operational savings through reliable data solutions.

This role is ideal for an analytical and detail-oriented professional who enjoys problem-solving, customer communication, and working within structured, SLA-driven environments. The selected candidate will help maintain accurate utility bill data, support reporting processes, improve data quality, and contribute to customer satisfaction across managed service operations.

Key Responsibilities:

• Resolve audit flags and billing exceptions accurately and efficiently to maintain high-quality billing data.

• Retrieve missing utility bills from vendors and provide timely status updates to customers.

• Prepare and deliver recurring reports, including Missing Bills, Flag Reports, Kickouts, and Bill & Batch Spreadsheets.

• Support monthly Bill Pay processes by ensuring approved bills are complete and accurate before payment processing.

• Participate in customer status meetings and communicate billing activities, data quality concerns, and progress updates.

• Maintain detailed documentation of processes, updates, and billing statuses to support team transparency.

• Configure new customer onboarding workflows for audits, bill retrieval, and Bill Pay activities.

• Maintain and improve Managed Services documentation within Confluence.

• Support process improvement initiatives to enhance audit, retrieval, and payment workflows.

• Assist with special projects involving customer data cleanup, bulk audit reviews, and operational requirements.

Requirements:

• Experience in utility billing, accounts payable/receivable, fintech, data processing, or operations involving accuracy-focused workflows.

• Ability to manage recurring deadlines and work effectively in SLA-driven environments.

• Strong customer-facing communication skills with the ability to interact professionally with customers and vendors.

• Familiarity with CRM systems, workflow platforms, or ticketing tools, 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 strong attention to detail.

• Effective communication and coordination skills for vendor outreach and customer updates.

• Working knowledge of EUM, DataCAP, CSV editing, and data review tools, or the ability to learn quickly.

• Strong analytical and problem-solving skills to investigate and resolve billing and data issues.

• Ability to prioritize tasks and meet deadlines across multiple customers and recurring work cycles.

• Ability to work independently while collaborating with Customer Success and CAPture Services teams.

• Adaptability and resilience in a continuously changing operational environment.

Benefits:

• 100% company-paid health, dental, and vision coverage for employees.

• Competitive family healthcare cost-sharing options.

• Company-paid life and long-term disability insurance.

• Adoption grants and paid family leave.

• Wellness program offerings supporting physical and mental well-being.

• 401(k) plan with 3% company match.

• Monthly connectivity stipend.

• Tuition assistance for continued learning and career development.

• Professional growth programs through Emergenetics Development Program.

• Flexible time off.

• Remote-first workplace with flexible work arrangements.

• Charitable contributions and matched giving programs.

• Paid community service hours.