Managed Services Specialist - Customer Success

EnergyCAP, LLC is an industry-leading and award-winning software company focused on energy and sustainability management. The Managed Services Specialist plays a vital role in delivering accurate, timely, and high-quality Managed Services to EnergyCAP customers, ensuring clean utility bill data and contributing to customer satisfaction and operational value.

Responsibilities:

• Resolve audit flags and kickouts quickly and accurately to maintain clean billing data
• Retrieve all missing utility bills from vendors and provide clear, timely status updates to customers
• Run and deliver recurring reports (Missing Bills, Flag Reports, Kickouts, Bill & Batch Spreadsheets) with precise filtering and on-schedule delivery
• Support monthly Bill Pay workflows by ensuring all approved bills are complete and accurate ahead of payment runs
• Participate in customer status meetings, communicating bill activity, data quality issues, and progress updates
• Document processes, updates, and bill statuses thoroughly to ensure transparency and continuity across the team
• Set up new customer onboarding workflows for audits, retrieval, and Bill Pay activities
• Maintain and improve Managed Services documentation within Confluence
• Contribute to process improvement initiatives that streamline audits, kickouts, retrieval, and bill payment workflows
• Support special projects involving customer data cleanup, bulk audit review, or other operational needs

Requirements:

• Experience in utility billing, AP/AR, fintech, data processing, or operations that support success in accuracy-driven, structured workflows
• Ability to work within SLA-driven environments while managing recurring deadlines across multiple customers
• Strong customer-facing communication skills that enable clear, professional interactions with customers and vendors
• Familiarity with CRM systems, workflow tools, or ticketing platforms, 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 precision and attention to detail
• Effective communication and coordination abilities that support vendor outreach and clear, consistent updates
• Working knowledge of EUM, DataCAP, CSV editing, and data review tools, or the ability to learn them quickly
• High attention to detail and accuracy to ensure strong data quality
• Ability to prioritize work and meet deadlines across multiple customers and recurring cycles
• Analytical and problem-solving skills to investigate and resolve billing or data issues
• Ability to work independently and collaborate across teams, especially with CAPture Services and Customer Success
• Adaptability and resilience in a constantly evolving operational environment
• Associate or Bachelor's degree preferred, or equivalent relevant experience