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Customer Success Specialist

4/1/2026

The Customer Success Specialist is responsible for managing customer renewals and the quoting process, ensuring timely follow-ups and problem resolution. They also develop customer relationships and provide insights to facilitate renewals and identify new sales opportunities.

Working Hours

40 hours/week

Company Size

501-1,000 employees

Language

English

Visa Sponsorship

No

About The Company
HBS is your full-service technology solutions partner. We help organizations align technology with strategy—driving business outcomes across your entire technology journey. TRANSFORMING INFRASTRUCTURE Align core technologies to your business strategy. Drive growth and innovation. REVOLUTIONIZING WORK Boost efficiency, collaboration and profitability with the right technology solutions for your team. MODERNIZING APPLICATIONS Streamline and future-proof your tech stack with customized cloud and AI solutions. SECURING WHAT MATTERS Secure and protect your data, assets and people with comprehensive cybersecurity and physical security solutions. -- At Heartland Business Systems, we put in the work every day to earn your trust as your go-to technology partner and advisor. It’s why we’ve built strong partnerships with the world’s best technology companies—leaders like Microsoft, Cisco, HPE, Lenovo and Verkada—to keep you moving at the speed of innovation. It’s why we bring you a team of world-class engineers to fully understand your needs, customize your technology, and continuously innovate alongside you. And it’s why we’ve built a culture that’s committed to delighting our clients and delivering nothing but excellence. Every time. Want to learn how HBS can help you drive business outcomes through technology? Fill out the form on the Home tab to get in touch, or reach out to us at inquiry@hbs.net.
About the Role

Description

Position Summary:

The Customer Success Specialist is responsible for customer renewals by managing a high volume of quoting and case management. This includes managing the renewals process from start to end, problem-solving, selling and following up with customers, and answering customer questions. The Customer Success Specialists communicates with the end customer, sales teams, vendors, and distributors to create and sell the complete renewals solution to the end customer. This position requires in-depth knowledge of Cisco subscriptions, Cisco Smartnet, CCW/CCW-R, along with other products/vendors to consult and the sell the solution to the customer. Staying up to date on new technologies, licensing options and new processes to remain efficient is a necessity to remain competitive with current customers and capture takeover renewal business.

Roles and Responsibilities/ Essential Functions:

  • Proactively manage existing customer renewals and subscriptions expiring in 60-90 days, as well as strategic planning and licensing, usage and install base reports for customers.
  • Achieve individual sales goal determined by account load and line of business.
  • Communicate with Account Managers, Inside Sales Reps, and end customers as the subject matter expert to create a Customer Success Plan based on the customer services and licensing products in the customer environment.
  • Develop customer relationships and identify adoption barriers and how to remove them.
  • Interpret customer usage data while leading customers to renewals and cultivate new sales opportunities through the entire customer lifecycle. 
  • Conducts quarterly business reviews regarding the overall health, licensing count and implementation of custtomer product usage.
  • Manage high volumes of complex quoting for both current and takeover customers.
  • Resolve any quoting errors/issues/questions; utilize resources to answer customer and sales team questions.
  • Understanding of the sales cycle and stay up to date by learning about new products, services, and offerings from vendors.
  • Adjust renewal quotes based on customer feedback/changes, as well as ability to offer all product options, including product and service upsells, co-terming, multi-year options, support levels, etc.
  • Request quotes for renewals from distributors and vendors and verify accuracy.
  • Follow-up consistently with customers and sales teams on renewals to ensure on-time approvals.
  • Provide coaching, training, and leadership to other sales support members with quoting, new products and service offerings, processes, and promotions.
  • Communicate product offering changes, availability, warranty/licensing coverage, order status, price increases, upsell opportunities, and updated processes to sales organization and customers.
  • Performs other duties as assigned.


Requirements

Competencies:

  • Accuracy - Ability to perform work accurately and thoroughly.
  • Applied Learning – Ability to hear, understand and interpret what others are saying.
  • Adaptability – Ability to adapt your way of thinking or responding to changing workplace conditions.
  • Communication, Oral - Ability to communicate effectively with others using the spoken word.
  • Communication, Written - Ability to communicate in writing clearly and concisely.
  • Customer Oriented - Ability to take care of the customers’ needs while following company policy.
  • Detail Oriented - Ability to pay attention to the minute details of a project or task.
  • Goal Oriented – The ability to stay focused on the task objective and perform in accordance with clear expectations and goals.
  • Organized - Following a systematic method of performing a task.
  • Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.

Required Experience:

  • 1-2 years of experience in renewals, licensing, customer success, or inside sales

Preferred Experience:

  • Experience with Cisco’s quoting tools (CCW-R, CCW, etc)
  • Knowledge of Cisco products or services

Required Skills, Education and/ or Certifications required:

  • Bachelor’s degree in marketing, IT, business, or equivalent experience in the IT industry
  • Proficiency using a computer and working with Microsoft office suite; Outlook, Word, Excel

Preferred Skills, Education and/ or Certifications required:

  • Cisco Renewals Manager Certification
  • Cisco Customer Success Manager Certification
  • Experience working with a CRM

Equal Opportunity Employer – Including Disabled and Veterans 

#HBS


Key Skills
Customer SuccessQuotingCase ManagementProblem SolvingCommunicationCisco ProductsSalesData InterpretationRelationship BuildingTrainingLicensingAdaptabilityDetail OrientedGoal OrientedOrganizedAccuracy
Categories
Customer Service & SupportSalesTechnology
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