Managed Services Specialist - Customer Success

EnergyCAP, LLC is an industry-leading and award-winning software company focused on energy and sustainability management. EnergyCAP is trusted by 10,000+ Energy and Sustainability professionals across the country to be their single source of truth for financial-grade, actionable data to better manage resources, reduce carbon, and drive savings. If you’re looking for a role that enables you to do what you do best while making the future more sustainable, this is the role for you!

Our core values are:  Accountability, Impact, Innovation, Integrity, and Teamwork.  

Build a more sustainable future with us!  Visit www.EnergyCAP.com to learn more.

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 plat