941-955-2737 service@ritefl.com

Client Success Specialist

Client Success Specialist

Primary Responsibilities:

Sales Processing:

  • Review all legal and financial needs for each sale and process them within SalesChain and eAutomate.
  • Obtain financial documents necessary for completed sale.
  • Liaison between sales reps and clients to the leasing company partners.
  • Contact clients for deliveries and order processing related communications.
  • Accurately process Lease Returns with the Operations Manager.

Contract Management:

  • Process all new service contracts internally for new deals.
  • Process ITT contracts and provide necessary ITT dealer documentation.
  • Assess Contract Profitability reports.


  • Generate all new sales invoices.
  • Manage lease billing to ensure accuracy of the service contract and equipment lease.
  • Submit financial documents to leasing companies for funding sales.
  • Assist clients with any billing questions and/or issues.

Customer Account Management:

  • Daily calls to cultivate and manage client relationships.
  • Follow up calls to clients on services provided.
  • Update customer information and contacts in eAutomate and SalesChain.
  • Manage the lease desk to keep track of upgrade opportunities.
  • Maintain relationships with clients to continue to upgrade the account when leases expire.
  • Create opportunity packages for current client upgrades to the latest technology.
  • Draft Proposals and documentation for client upgrades.
  • Always offering and introducing the latest technology products and services to current clients.
  • Complete Quarterly Business Reviews.

Support and back up to Service and Supply orders:

  • Use current DCA to obtain supplies needed for clients.
  • Manage the consumption for proper replenishment.
  • Create sales orders in eAutomate as needed.
  • Assist clients with ETA.

RITE Technology Employee Elevation:

  • Monthly development and progress tracking meetings with Career coach.
  • “AGK” – Always Gaining Knowledge and staying current with advancing technologies.
  • Monitor progress or personal and departmental growth for current position and position wanting to attain.