Customer Account Specialist

Wireless CCTV; Richardson (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

WCCTV seeks a Customer Account Specialist to act as a critical liaison between strategic customers, sales teams, and internal departments to ensure exceptional account support and revenue growth. You will coordinate onboarding activities, manage account records and contract administration, and deliver dashboards and insights that inform renewal strategies and customer success initiatives.

The role emphasizes cross‑functional collaboration with Sales, Operations, Customer Success, and Product

Qualifications

• Bachelor's degree or higher in a related field.
• 3+ years in account management support or customer success.
• Strong CRM and account coordination experience.
• Advanced Excel, PowerPoint, Outlook skills.
• Excellent written and verbal communication.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• The primary internal support resource for Strategic Account Managers and key customer accounts.
• Coordinate onboarding activities ensuring seamless transition from sales to implementation and ongoing support.
• Manage account documentation, customer records, contract administration, and account-related correspondence.
• Track and monitor customer requests, escalations, service issues, and resolution progress to ensure timely follow-up and customer satisfaction.
• Develop and maintain sales enablement resources, process documentation, account playbooks, and customer-facing materials.
• Partner with Sales, Operations, Customer Success, and Technical Support teams to coordinate customer needs and business objectives.
• Generate and analyze account performance reports, customer engagement metrics, and KPIs.
• Identify opportunities to improve customer experience, streamline workflows, and enhance operational efficiency through process improvements.
• Support strategic account reviews, business reviews, renewal planning, and customer retention initiatives.
• Assist with special projects, process implementations, and other initiatives that support strategic account growth and organizational objectives.

Skills

CRM & account coordination

Data analysis & reporting

Strong communication

Multi-tasking

Education

Bachelor's degree in Business Administration / Sales / Marketing

Tools

Excel

PowerPoint

Outlook

CRM software

Job description

Position Summary

The Customer Account Specialist serves as a critical liaison between strategic customers, sales teams, and internal departments to ensure exceptional account support, operational efficiency, and customer success. This role is responsible for coordinating customer onboarding activities, supporting key account initiatives, managing account-related processes, and enabling sales and customer-facing teams with the tools, resources, and information needed to drive customer retention, satisfaction, and revenue growth. The position combines customer support, account coordination, process improvement, reporting, and cross-functional collaboration to deliver a best-in-class customer experience.

Why WCCTV?

WCCTV offers the opportunity to work directly with strategic customers and internal business leaders in a fast-growing technology environment. This role provides visibility across sales, operations, customer success, and product teams while allowing you to influence customer outcomes, improve operational processes, and support initiatives that contribute to long-term business growth and customer retention.

Key Responsibilities

• Serve as the primary internal support resource for Strategic Account Managers and key customer accounts.


• Coordinate customer onboarding activities, ensuring a seamless transition from sales to implementation and ongoing support.


• Manage account documentation, customer records, contract administration, and account-related correspondence.


• Track and monitor customer requests, escalations, service issues, and resolution progress to ensure timely follow-up and customer satisfaction.


• Develop and maintain sales enablement resources, process documentation, account playbooks, and customer-facing materials.


• Partner with Sales, Operations, Customer Success, and Technical Support teams to coordinate customer needs and business objectives.


• Generate and analyze account performance reports, customer engagement metrics, and key performance indicators (KPIs).


• Identify opportunities to improve customer experience, streamline workflows, and enhance operational efficiency through process improvements.


• Support strategic account reviews, business reviews, renewal planning, and customer retention initiatives.


• Assist with special projects, process implementations, and other initiatives that support strategic account growth and organizational objectives.

Qualifications

• Bachelor's degree in Business Administration, Sales, Marketing, Communications, or a related field preferred.


• 3+ years of experience in account management support, customer success, sales operations, or client services.


• Strong customer relationship management and account coordination experience.


• Advanced proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Outlook.


• Strong analytical and reporting skills with the ability to interpret data and provide actionable insights.


• Excellent written and verbal communication skills.


• Proven ability to manage multiple priorities and deadlines in a fast-paced environment.


• Strong organizational skills and attention to detail.


• Experience supporting strategic or enterprise-level customer accounts preferred.

Core Competencies

• Customer Focus & Relationship Management


• Communication & Cross-Functional Collaboration


• Organizational Excellence & Attention to Detail


• Analytical Thinking & Problem Solving


• Process Improvement & Continuous Learning

Equal Employment Opportunity

WCCTV is an equal opportunity employer and is committed to fostering a workplace that values professionalism, respect, and inclusion. Employment decisions are based on business needs, job requirements, and individual qualifications, without regard to any status protected by applicable federal, state, or local law.

Work Environment and Physical Requirements

This position operates primarily in a professional office environment and may require occasional travel to company locations. The role requires the ability to remain seated for extended periods and to occasionally lift and move items weighing up to 25 pounds. This position may also perform other duties as assigned to support departmental and organizational needs.