Customer Success Support Specialist
Skills
About the role
Rockwell Automation is a global technology leader focused on helping the world’s manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better.
We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that’s you we would love to have you join us!
Job Description
Customer Success Support Specialist
The Customer Success Support Specialist plays a critical role in supporting Customer Success Managers and cross‑functional stakeholders by executing customer success operations with high accuracy, compliance, and timeliness. This role focuses on end‑to‑end support for proposals, renewals, contracts, and operational activities while ensuring data cleanliness, system accuracy, and process adherence across enterprise tools.
Your Responsibilities:
Operational & Process Execution
Execute assigned customer success and proposal support processes in strict compliance with established SOPs, policies, and governance guidelines .
Provide operational and administrative support for end‑to‑end proposal, quotation, contract, and renewal activities .
Maintain accurate status of projects, contracts, proposals, and quotations throughout their lifecycle—from creation to closure.
Data Management & Reporting
Gather, validate, and summarize enabling data required to execute tasks effectively.
Ensure timely, accurate, and clean data updates in business systems (e.g., SAP, IFS, internal workflow apps).
Extract system data and publish standard reports and dashboards for regional stakeholders as per defined cadence.
Monitor aging items and proactively follow up to maintain process health and visibility .
Stakeholder Collaboration
Work closely with regional, domestic, and global stakeholders (CSMs, Sales, Planning, Finance, Operations) to ensure smooth execution and compliance.
Coordinate with Planning teams to confirm and share parts/material availability , when required.
Route requests to the appropriate owning teams when items fall outside scope.
Quality, Compliance & Audits
Demonstrate ownership and accountability for meeting process objectives, SLAs, commitments, and deadlines .
Support root‑cause analysis for deviations raised by stakeholders and document corrective actions.
Assist with audit responses and required documentation.
Maintain strict confidentiality of sensitive commercial, financial, and technical information.
Communication & Continuous Improvement
Use official communication tools (emails, meetings, conference calls) to engage with peers, customers, and stakeholders on process updates, discussions, feedback, and presentations.
Identify opportunities for process improvements, standardization, and automation to enhance efficiency and customer outcomes.
The Essentials - You Will Have:
Bachelor’s degree in business, Commerce, Operations, or a related field.
2–5 years of experience in Customer Success Support, Proposal Operations, Sales Operations, or Commercial Operations .
Experience supporting global or regional teams is preferred.
Strong Skills in Microsoft excel for working with data, Solving Problem and drawing insight from different sources
Understanding of Presales/Proposals
A team Player who works well with different departments
Skilled in handling multiple tasks and shifting priorities
The Preferred - You Might Also Have:
Experience working with advance excel, words,etc.
Familiarity with Power automate and power apps for process automation and application developments
Other Experiences Preferred too: P2P , Quote to Cash, Supply Chain, relevant Administrator experiences.
What We Offer:
Our benefits package includes …
Comprehensive mindfulness programs with a premium membership to Calm
Volunteer Paid Time off available after 6 months of employment for eligible employees
Company volunteer and donation matching program – Your volunteer hours or personal cash donations to an eligible charity can be matched with a charitable donation.
Employee Assistance Program
Personalized wellbeing programs through our OnTrack program
On-demand digital course library for professional development
... and other local benefits!
At Rockwell Automation we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right person for this or other roles.
Rockwell Automation’s hybrid policy aligns that employees are expected to work at a Rockwell location at least Mondays, Tuesdays, and Thursdays unless they have a business obligation out of the office.
Questions about this role
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