Managed Services Specialist - Customer Success

About the Role

The Managed Services Specialist plays a vital role in deliveringaccurate,timely, and high-quality Managed Services toEnergyCAPcustomers. This position is ideal for someone who enjoys analytical work, problem-solving, and working in a structured, SLA-driven environment.You’lldirectly influence customer satisfaction, data quality, and the operational value thatEnergyCAPprovides.

In this role, you will ensure clean and complete utility bill data—fueling reporting, audit workflows, bill payment processes, and customer decision-making. The ideal candidate is detail-oriented, collaborative, andconfidentcommunicating with both customers and utility vendors. You will become a trusted partner to our customers and a key contributor to one ofEnergyCAP’score revenue-generating teams.

WhatYou’llDo

• Resolve audit flags and kickouts quickly and accurately tomaintainclean billing data.

• Retrieve all missing utility bills from vendors and provide clear,timelystatus 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 andaccurateahead 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.

WhatYou’llBring

• Experience in utility billing, AP/AR, fintech, data processing, or operations thatsupportsuccess 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 ofbill 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 withCAPtureServices and Customer Success.

• Adaptability and resilience in a constantly evolving operational environment.

• Associate or Bachelor'sdegree preferred, or equivalent relevant experience.

WhyEnergyCAP?

AtEnergyCAP,we’remore than a software company —we’rea team of innovators, problem-solvers, and sustainability advocates. We help organizations unlock actionable insights that drive efficiency and environmental impact. Here, your success directly contributes to a cleaner, smarter energy future.

You’llthrive in a culture that valuesgrowth, creativity, and collaboration— with the freedom to take initiative, experiment withnew ideas, and grow your career.

Pay Range:$55,000 - $65,000 annual base salary.
Pay iscommensuratewith experience, knowledge, skills, and abilities.

WhyYou’llLove Working Here
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