Client Success & Operations Specialist

wheels; Alpharetta (GA); On-site; USD 52,000 - 68,000; Full time

Job summary

Wheels in Alpharetta, GA is seeking a Program Specialist I in a hybrid role supporting client accounts through service coordination and operations. You will manage onboarding, SLAs, prepare business reviews, and maintain data in ePlan/Salesforce/Fleetview, collaborating across teams.

The ideal candidate has 1–3+ years in customer service or operations, strong communication, MS Office, Excel, and Salesforce familiarity. This role offers growth within a dynamic asset-management environment.

Qualifications

• Bachelor's degree preferred; high school diploma required.

Responsibilities

• Client Relationship & Account Management: support communications between internal teams and assigned clients.
• Assist with client onboarding, activation, contracts, and setup.
• Coordinate resources to meet client-specific requirements and SLAs.
• Assist in the preparation and generation of business reviews with performance metrics and recommendations.
• Maintain client data using platforms like ePlan, Salesforce, and Fleetview.
• Ensure tasks meet client and company SLAs.
• Investigate and resolve escalations; prevent future risks.
• Coordinate timely responses with internal teams.
• Follow up on open items and maintain documentation.
• Participate in internal, vendor, and client meetings.
• Analyze and generate customized client reports utilizing templates.
• Oversee communications for cost control and policy adherence.
• Manage vehicle lifecycle: ordering, transport, end-of-life processes.
• Coordinate approvals for repairs and rentals in alignment within client guidelines.
• Monitor inventory and manage logistics.

Skills

Strong written and verbal comm

MS Office proficiency

CRM/client management tools

Prioritization

Self-driven and collaborative

Relationship building

Time management

Adaptability

Problem-solving

Education

Bachelor's degree preferred; high school diploma required

1-3+ years in customer service/account management/operations

Fleet operations or leasing experience preferred

1-2 years of office experience

Beginner Excel and Salesforce proficiency

Tools

Salesforce

Excel

ePlan

Fleetview

Job description

Wheels in Alpharetta, GA is seeking a Program Specialist I in a hybrid role supporting client accounts through service coordination and operations. You will manage onboarding, SLAs, prepare business reviews, and maintain data in ePlan/Salesforce/Fleetview, collaborating across teams.

The ideal candidate has 1–3+ years in customer service or operations, strong communication, MS Office, Excel, and Salesforce familiarity. This role offers growth within a dynamic asset-management environment.