Client Success Specialist

Metergy Solutions•New York, NY

7d•$40,000 - $60,000

About The Position

The Client Success Specialist will be an integral part in maintaining strong ongoing relationships with our clients by quickly and thoughtfully responding to inquiries, requests and tasks. Growing in this role will lead to opportunities in Client Success Management or similar.

Requirements

This position requires an outgoing, highly motivated, service-oriented self-starter with:
Post-secondary education or equivalent work experience and/or prior related work experience in utility metering or billing
Candidate must have direct experience supporting and interacting with key business to business (B2B) clients
Excellent planning, organization, and communication skills, both written and verbal, with ability to confidently present information to internal and external teams, Property Managers, etc.
Strong proficiency in MS Office applications, particularly Excel, PowerPoint, Sharepoint, and familiarity with Salesforce
Demonstrated ability to work independently within compressed timelines
Ability to prioritize, solve, and where appropriate, escalate problems
Strong decision making and analytical skills

Responsibilities

Support building owners, and Property Managers in partnership with Metergy Client Managers
Work with all stakeholders and establish productive relationship as a trusted partner, both internal and external
Perform first level screening and resolution of client queries
Ensure timely and accurate summary of client inquiries to Client Managers to support inquiry resolution when escalating
Obtain documentation relating to inquiries supporting property stakeholders, conveying relevant information to Client Managers and various internal teams
Assist in outreach programs and client communications that enhance Metergyâs program delivery
Provide supplemental Metergy training supporting enrollment or billing activities, as required
Attend meetings by request to represent Metergy and/or provide education to internal and external stakeholders
Actively participate in internal meetings, providing status reports verbal or written status updates
Analyze and audit data while resolving typical inquiries using technical or non-technical resources
Collaborate with cross-functional work teams, both internal and external
Maintain process and procedures for delivery of outreach programs for all utility types
Share or produce reports related to enrollments, consumption, billing, and remittances, as requested or required
Proactively identify and make recommendations for business improvement processes
Maintain customer files on proprietary databases, updated to current, as necessary
Participate in special projects, initiatives, sales calls, and other opportunities, as assigned