Client Success Manager III - Energy Efficiency

Power TakeOff

74d•$105,000 - $120,000•Remote

About The Position

The Client Success Manager serves as the primary point of contact for a portfolio of utility and energy efficiency program clients. The role is responsible for client satisfaction, retention, and account expansion through a deep understanding of client needs and collaboration with internal and external stakeholders to deliver program goals and identify new business opportunities. This internally and externally facing position manages relationships throughout program implementation, translates client priorities into action, and advocates internally to ensure program delivery aligns with client expectations and contractual obligations. Success requires proactive, polished communication; strong organization and attention to detail; project management experience; and the ability to build trust with varied stakeholders. The position is fully remote at a 100% virtual company, with eligibility for employment in the United States. Minimal travel is expected, and the company covers associated travel and accommodation expenses. The expected U.S. compensation is $105,000–$120,000 per year, depending on experience, with eligibility for a performance-based bonus.

Requirements

At least 4 years of client management experience.
Demand-side management and energy efficiency industry experience, including utility client management.
Strategic leadership skills and the ability to set clear expectations, timelines, and priorities.
Strong relationship-building and collaboration skills with clients, partners, and internal teams.
Exceptional written and verbal communication skills.
Strong organizational skills, including meticulous record keeping and documentation.
Strong sales experience and the ability to identify and qualify new opportunities.
Experience developing project plans, timelines, and resource allocations.
Assertiveness and persistence in overcoming roadblocks and resolving issues.
Ability to prioritize tasks and use resources effectively.
Ability to delegate and leverage subject matter experts and cross-functional teams.
Commitment to continuous improvement, excellence, and high performance.

Nice To Haves

Prior experience in project management, product management, and data integration.
Proficiency with Atlassian and Salesforce products.
Sales experience.
Project management certifications such as PMP, Six Sigma, PMI-ACP, or CSM.

Responsibilities

Serve as the primary point of contact for assigned utility clients and other stakeholders, managing relationships through regular virtual meetings and periodic in-person engagements.
Develop a deep understanding of clients’ demand-side management portfolios, regulatory contexts, strategic initiatives, and business priorities.
Set client expectations regarding implementation best practices and program parameters while supporting a positive client experience.
Manage clients, programs, and services through implementation while maintaining high client satisfaction survey results.
Coordinate and lead utility client, prime implementer, and internal program and technical team meetings.
Represent Power TakeOff’s Programs team in client and partner meetings and communicate the company’s expertise and services.
Manage internal and external contributors and hold them accountable for action items and timelines.
Identify expansion opportunities within existing accounts and lead RFPs, RFIs, and other sales and business development opportunities.
Build relationships with stakeholders beyond the primary day-to-day client contact.
Partner with Program Delivery, Business Development, Commercialization, and Management teams.
Involve internal subject matter experts to resolve issues effectively.
Prepare meeting agendas, take notes, and provide clear follow-up communications and action items.
Manage program risks and initiate mitigation strategies to protect timelines and contractual deliverables.
Anticipate challenges, develop solutions, and implement improvements to support continuous improvement.

Benefits

Medical insurance, including vision and dental.
Health Savings Account contributions.
Retirement plans with company matching.
Student Loan Incentive Repayment Program, available after 12 months of employment.
15 paid vacation days, increasing to 20 after the first year.
7 flexible well-being days.
At least 9 paid holidays.
Company-wide winter break from December 25 through January 1.
Summer Fridays: the second and fourth Friday off from June through August.
Performance-based bonus.
Company-paid accommodation and travel expenses for company travel.