How to hire a customer solutions specialist

How to hire a customer solutions specialist, step by step

Here's a step-by-step customer solutions specialist hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a customer solutions specialist job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new customer solutions specialist
• Step 8: Go through the hiring process checklist

What does a customer solutions specialist do?

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1. Identify your hiring needs

   Before you post your customer solutions specialist job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a customer solutions specialist for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A customer solutions specialist's background is also an important factor in determining whether they'll be a good fit for the position. For example, customer solutions specialists from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list presents customer solutions specialist salaries for various positions.

   Type of Customer Solutions Specialist	Description	Hourly rate
   Customer Solutions Specialist	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$14-45
   Customer Agent	A customer agent provides friendly service to external and internal customers. Customer agents talk to customers on behalf of businesses and companies... Show more	$12-18
   Customer Advisor	A customer advisor is responsible for assisting customers with their inquiries and concerns regarding the company's goods and services. Customer advisors also coordinate with the sales and marketing team to sell services by reaching out to potential and existing clients to increase revenue resources and profits... Show more	$9-24

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Solutions
   • Work Ethic
   • Product Knowledge
   • Customer Service
   • Phone Calls
   • Inbound Calls
   • Strong Analytical
   • Windows
   • CRM
   • Outbound Calls
   • Process Improvement
   • Customer Satisfaction
   • Customer Care
   • Customer Support

   Check all skills

   Responsibilities:

   • Verify insurance eligibility and benefits of patients that are being provide oxygen home and travel units and durable medical equipment.
   • Prepare and process data of a sensitive nature while maintaining HIPPA confidentiality.
   • Comply with all laws and regulations associate with all duties and responsibilities, including HIPPA, PPACA, and CMS guidance.
   • Determine Medicaid requirements and eligibility.

   More customer solutions specialist duties

3. Make a budget

   Including a salary range in your customer solutions specialist job description is one of the best ways to attract top talent. A customer solutions specialist can vary based on:

   • Location. For example, customer solutions specialists' average salary in mississippi is 56% less than in washington.
   • Seniority. Entry-level customer solutions specialists 68% less than senior-level customer solutions specialists.
   • Certifications. A customer solutions specialist with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a customer solutions specialist's salary.

   Average customer solutions specialist salary

   $53,633yearly

   $25.79 hourly rate

   ---

   Entry-level customer solutions specialist salary

   $30,000 yearly salary

   Updated December 16, 2025

   Average customer solutions specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$91,233	$44
   2	Washington	$83,163	$40
   3	New Jersey	$78,270	$38
   4	Pennsylvania	$73,130	$35
   5	Oregon	$73,117	$35
   6	New York	$69,819	$34
   7	Massachusetts	$66,519	$32
   8	Ohio	$65,034	$31
   9	Arizona	$64,017	$31
   10	Illinois	$58,547	$28
   11	Florida	$57,010	$27
   12	Indiana	$52,344	$25
   13	Colorado	$50,444	$24
   14	Utah	$50,214	$24
   15	Texas	$50,071	$24
   16	Louisiana	$49,242	$24
   17	Tennessee	$44,825	$22
   18	Georgia	$43,570	$21
   19	Kansas	$42,693	$21
   20	Oklahoma	$38,135	$18

   Average customer solutions specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Microsoft	$133,596	$64.23	167
   2	Google	$125,154	$60.17	78
   3	SAP	$121,550	$58.44	45
   4	Amazon	$103,513	$49.77	320
   5	Brightcove	$95,749	$46.03
   6	Deloitte	$94,484	$45.42	1,579
   7	Hoffmann-LA Roche Inc	$85,388	$41.05	12
   8	Quest Diagnostics	$79,651	$38.29	54
   9	Motorola Solutions	$78,460	$37.72	20
   10	Guidestone Financial Resources	$75,789	$36.44
   11	Analysts	$74,583	$35.86
   12	US Foods	$66,113	$31.79	13
   13	Wolters Kluwer	$64,251	$30.89	42
   14	Ventura Foods	$64,189	$30.86	14
   15	Koch Industries	$59,548	$28.63	1
   16	Praxair	$58,830	$28.28
   17	Vivint Smart Home	$57,091	$27.45	11
   18	Prominence Advisors	$53,219	$25.59
   19	L.A. Care Health Plan	$52,514	$25.25	6
   20	Westcor Land Title Insurance	$51,938	$24.97

4. Writing a customer solutions specialist job description

   A job description for a customer solutions specialist role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a customer solutions specialist job description:

   Customer solutions specialist job description example

   Coupa Software (NASDAQ: COUP), a leader in business spend management (BSM), has been certified as a “Great Place to Work” by the Great Place to Work organization. We deliver “Value as a Service” by helping our customers maximize their spend under management, achieve significant cost savings and drive profitability. Coupa provides a unified, cloud-based spend management platform that connects hundreds of organizations representing the Americas, EMEA, and APAC with millions of suppliers globally. The Coupa platform provides greater visibility into and control over how companies spend money. Customers - small, medium and large - have used the Coupa platform to bring billions of dollars in cumulative spend under management. Learn more at www.coupa.com. Read more on the Coupa Blog or follow @Coupa on Twitter.
   
   Do you want to work for Coupa Software, the world's leading provider of cloud-based spend management solutions? We're a company that had a successful IPO in October 2016 (NASDAQ: COUP) to fuel our innovation and growth. At Coupa, we're building a great company that is laser focused on three core values:
   1. Ensure Customer Success - Obsessive and unwavering commitment to making customers successful.
   2. Focus On Results - Relentless focus on delivering results through innovation and a bias for action.
   3. Strive For Excellence - Commitment to a collaborative environment infused with professionalism, integrity, passion, and accountability.
   Responsibilities:Identify, qualify, develop and close new service engagements jointly with with Account Managers/Sales and supporting functions Understand client needs and identify new business opportunities Be an active part of the sales cycles, covering all aspects of Coupa services Design, estimation and/or scoping of engagements both direct and partner led Support development of customized service offerings to meet client needs Provide feedback to Solution Delivery Team on fitness of existing packages to customer needs and support continuous improvement Develop and regularly maintain service sales forecast for company leadership and steering Work in compliance with company standards and business guidelines Regular travel (typically within the Central region) will be required on an as needed basis
   Requirements:10+ years working in a similar role selling consulting projects, solutions or managed services for a Software/SaaS firm Must have sold and managed services engagements with large, complex multi national customers Strong and demonstrable experience working with C Level executives Extensive, relevant experience of selling professional services to executive level prospects Credibility at all levels and evidence of building strong relationships internally and with the customer and partners Structured and rigorous yet able to take risks where necessary & solutions minded Possess a strong service orientation and finds challenge in problem solving complex situations Strong knowledge of tools including Sales Force, Excel, Word, OpenAir or similar Demonstrable track record of sales over achievement Good knowledge of procurement and accounting processes Fluent in both German and English
   #LI-Remote
   
   At Coupa, we have a strong and innovative team dedicated to improving the spend management processes of today's dynamic businesses. It's our people who make it happen, and we strive to attract and retain the best in every discipline.
   
   We take care of our employees every way we can, with competitive compensation packages, as well as restricted stock units, an Employee Stock Purchase Program (ESPP), comprehensive health benefits for employees and their families, retirement and savings plans with employer match, a flexible work environment, no limit vacations for exempt employees, non-exempt employees are on an accrual basis for PTO, catered lunches…And much more!
   
   As part of our dedication to the diversity of our workforce, Coupa is committed to Equal Employment Opportunity without regard for race, ethnicity, gender, protected veteran status, disability, sexual orientation, gender identity or religion.
   
   Please be advised, inquiries or resumes from recruiters will not be accepted.

   Copy this example

   

5. Post your job

   There are a few common ways to find customer solutions specialists for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your customer solutions specialist job on Zippia to find and recruit customer solutions specialist candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit customer solutions specialists, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new customer solutions specialist

   Once you've found the customer solutions specialist candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new customer solutions specialist first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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