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Customer Success Business Specialist, Enterprise

Added
12 days ago
Type
Full time
Salary
Not Specified

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The Enterprise CS Business Specialist plays a critical support role within the Enterprise Customer Success team. This position is focused on executing operational tasks that are essential to ensuring high-quality service for Enterprise and Corporate Brand clients relying on R365 to manage their business. The role bridges gaps in automation, supports hypercare accounts with high-impact issues, and handles time-consuming processes that fall outside the scope of the CSM or client capacity.

How you'll add value:

  • Execute daily, weekly, and ad hoc tasks as assigned through the team’s Monday.com board.
  • Follow detailed task instructions and complete all deliverables by the defined due dates.
  • Monitor and manage critical issues for hypercare accounts, including:Troubleshooting failed or missing daily sales imports; verifying and correcting labor detail import issues; manually extracting, preparing, and formatting reports or data sets that are not yet automated; collaborate with Customer Success Managers to alleviate workload by performing manual processes on behalf of clients.
  • Identify and flag gaps in workflow or instruction inefficiencies and provide weekly feedback to the CS team on ways to improve.
  • Contribute to strong, internal documentation of processes to ensure repeatable execution and team knowledge transfer.
  • What you'll need to be successful in this role:

  • Strong proficiency in Excel, including the use of formulas, filters, and data formatting.
  • Familiarity with Microsoft Office Suite, especially Outlook and Word.
  • Effective time management and task prioritization skills; able to manage high-volume task queues.
  • Prior experience in restaurant operations and/or accounting highly preferred.
  • Comfort working with multiple platforms in a SaaS ecosystem (ERP, labor management, POS integrations, etc.).
  • Ability to follow detailed written instructions and standard operating procedures.
  • Strong written and verbal communication skills.
  • Monday.com experience is a plus.
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