What is the role of a Customer Success Specialist at Whitney Roofing?

The Customer Success Specialist position at Whitney Roofing is a Full-time or part-time position opportunity in the Customer Service field.

Where is this Customer Success Specialist job located?

Effingham, Illinois, 62401, United States

What type of employment is offered for this Customer Success Specialist role?

Full-time or part-time position

How can I apply for the Customer Success Specialist position at Whitney Roofing?

You can apply directly through the application link provided.

Customer Success Specialist at Whitney Roofing

Customer Success Specialist

Reports To

Director of Operations

Department

Customer Success

Created: September 2025 | Last Updated: September 2025

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Job Purpose / Summary

Provides professional and friendly customer service to homeowners, ensuring a smooth scheduling and communication process. Acts as the first point of contact for inquiries, manages appointments, and supports office operations to maintain a positive customer experience.

Key Responsibilities

Answer incoming phone calls, emails, and website inquiries promptly.
Schedule appointments and coordinate calendars for sales and service teams.
Enter customer data into CRM and maintain accurate records.
Respond to customer questions or concerns with professionalism and empathy.
Provide general office support, including document preparation and filing.
Assist Customer Success Manager with special projects or process improvements.

Technical Skills & Knowledge

Proficiency with phone systems and call management software.
Experience using CRM tools for customer data and scheduling.
Familiarity with Microsoft Office (Word, Excel, Outlook).
Ability to manage multiple communication channels (phone, email, web).
Strong written and verbal communication skills.

Core Competencies

Integrity & Accountability – Ensures accuracy in data entry and follows through on customer commitments.
Collaboration & Teamwork – Supports sales, service, and operations staff.
Customer Focus – Provides professional, courteous, and timely customer support.

Communication – Clearly and effectively conveys information to customers and team members.
Organization – Manages schedules, records, and tasks efficiently.
Attention to Detail – Maintains accuracy in scheduling, documentation, and customer data.

Behavioral Competencies

Professionalism – Maintains a respectful and helpful demeanor with customers and colleagues.
Dependability – Consistently meets deadlines and follows through on commitments.
Adaptability – Adjusts to changing schedules, customer needs, and priorities.
Initiative – Proactively looks for ways to improve customer service or office efficiency.
Positive Attitude – Contributes to a supportive and customer-focused environment.

Education & Experience

High school diploma or GED required; associate's degree preferred.
Prior experience in customer service, call center, or administrative roles preferred.
Roofing or construction industry exposure helpful but not required.
On-the-job training provided for roofing terminology and internal systems.

Work Environment

Office-based role with extended periods at a desk, phone, and computer.

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This job description provides a summary of key responsibilities and qualifications. It is not intended to cover every duty or responsibility and may be updated as business needs evolve.

Customer Success Specialist at Whitney Roofing – Effingham, Illinois

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