Managed Services Specialist - Customer Success

About the Role 

The Managed Services Specialist plays a vital role in delivering accurate, timely, and high-quality Managed Services to EnergyCAP customers. This position is ideal for someone who enjoys analytical work, problem-solving, and working in a structured, SLA-driven environment. You’ll directly influence customer satisfaction, data quality, and the operational value that EnergyCAP provides. 

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, and confident communicating with both customers and utility vendors. You will become a trusted partner to our customers and a key contributor to one of EnergyCAP’s core revenue-generating teams. 

What You’ll Do 

• 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. 

What You’ll Bring 

• 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. 

Why EnergyCAP? 

At EnergyCAP, we’re more than a software company — we’re a 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’ll thrive in a culture that values growth, creativity, and collaboration — with the freedom to take initiative, experiment with new ideas, and grow your career. 

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

Why You’ll Love Working Here 
At EnergyCAP, we invest in you—personally, professionally, and beyond. Here’s how we support your growth, balance, and well-being: 

🌱 Health & Wellness 

• 100% company-paid Health, Dental & Vision coverage for you, plus competitive cost-sharing for your family 

• Company-paid Life & LTD Insurance for peace of mind 

• Adoption Grants and paid leave to support your growing family 

• Wellness program offerings designed to strengthen your physical and mental health and overall well-being 

💰 Financial Security 

• 401(k) with a 3% company match—helping you plan confidently for the future 

• Monthly Connectivity Stipend so you can work seamlessly from anywhere 

🚀 Growth & Development 

• Emergenetics Development Program to help you understand and leverage your strengths 

• Tuition Assistance to fuel your continued learning and career growth 

❤️ Community & Balance 

• Flexible Time Off so you can recharge and enjoy life outside of work 

• A remote-first workplace that offers balance and flexibility, with the option to connect in-person at our offices 

• Charitable contributions & matched giving to amplify your impact 

• Paid community service hours—because giving back matters 

EnergyCAP is a proud equal opportunity employer, committed to hiring and developing individuals from diverse background and experiences.  We value and consider applications for all qualified candidates without regard to actual or perceived race, color, religion, national origin, sex, gender, age, marital status, personal appearance, sexual orientation, gender identity or expression, family responsibilities, disability, medical condition, enrollment in college or vocational school, political affiliation, military or veteran status, citizenship status, genetic information, or any other basis protected by federal, state or local law. 

EnergyCAP will reasonably accommodate qualified individuals with disabilities in accordance with applicable law. If you are in need of an accommodation in order to submit your application, please email HR@energycap.com. 

Please click HERE to view the mandatory Federal Applicant Laws that apply to your employment rights.

Note: We are currently not sponsoring VISAs.