The Customer Success Specialist drives operational excellence within Customer Success by ensuring data integrity, streamlined reporting, and efficient process execution across the Customer Success Managers team. This role serves as the operational backbone for the Customer Success organization, managing critical workflows from reporting needs to IO processing while maintaining the quality standards that enable our team to deliver exceptional client experiences.
Working closely with Customer Success Managers, Account Executives, and cross-functional partners, ensure operational efficiency through expert data management, quality assurance, and proactive problem-solving. You serve as the trusted operational partner who enables the team to focus on strategic client relationships by handling the essential infrastructure of reporting, compliance, and process management. Your position requires both meticulous attention to detail and strategic thinking to identify bottlenecks, implement improvements, and scale operations as the business grows.
Through analytical rigor, process optimization, and flawless execution, you maintain the operational health that underpins our team's success. You combine operational expertise, data analysis capabilities, and cross-functional coordination to ensure accuracy, compliance, and efficiency across all Customer Success operations.
Key job responsibilities
Own reporting needs management for Customer Success and cross-functional teams requesting data and insights.
Lead Order Management System entry processes and quality assurance to ensure accuracy and compliance.
Serve as the primary quality assurance resource for desk audits and data validation across multiple information systems.
Manage end-to-end IO processing workflows, including manual scanning in AI tools and creating tickets to legal when terms require review.
Monitor pacing across accounts and campaigns, providing proactive alerts to Customer Success Managers.
Act as operational catch-all support for the Customer Success Management team, addressing ad-hoc needs and process gaps.
About the team
Creator Ad Partnerships transforms how brands connect with audiences across digital landscapes. We deliver premium, digital-first experiences through multi-platform advertising solutions collaborating with today's most influential voices across sports, entertainment, and culture. Our creator portfolio includes New Heights with Jason & Travis Kelce, Mind the Game with LeBron James and Steve Nash, Baby, This is Keke Palmer, We Playin' Spades and Armchair Expert with Dax Shepard, The Zach Sang Show and How I Built This with Guy Raz. Our Amazon Music Livestream offering provides a complete entertainment destination from global premiere festivals like Outside Lands and Primavera Sound to intimate city sessions that extend our reach from screens to stages worldwide.
Basic Qualifications
- 4+ years of using Microsoft Excel to manipulate and analyze large sets of data experience
- Bachelor's degree in Finance, Economics, Statistics, Business, or a related field
- Experience in using Microsoft Excel to manipulate and analyze large sets of data
- Experience developing and implementing systems/tools utilized for CRM, variable compensation, revenue reporting, forecasting, Salesforce automation, etc.
- Experience using ERP/CRM/Commission software, and various data warehouse systems
Preferred Qualifications
- Experience working in a sales or sales support role
- Knowledge of Microsoft Excel at an advanced level, including: pivot tables, macros, index/match, vlookup, VBA, data links, etc.
- Experience developing and implementing systems and tools utilized for CRM, variable compensation, revenue reporting, forecasting, sales force automation or equivalent
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