Onboarding Success Manager

Metergy Solutions•New York, NY

35d•$70,000 - $90,000

About The Position

You will be at the forefront of ensuring a seamless service commencement for our onboarding clients. This role demands a strong collaborative approach with our clients and internal teams, with a specific focus on advancing key performance indicators, particularly Metergy's "Onboarding Score". Your critical thinking abilities, capacity to work independently and with a team, ability to forge strong B2B relationships and strong project management skills will be pivotal in achieving success in this role.

Requirements

Minimum 5+ years of experience in client success, project management, or related field
Proven track record of building and maintaining successful client relationships
Strong critical thinking and analytical skills to resolve complex issues independently.
Excellent written and verbal communication skills, with the ability to convey complex information effectively.
Direct experience with the creation of customer and client-facing communications, delivery of presentations to wide audiences, and communication of complex topics to future or current clients.
Comfortable dealing with clients and internal groups or roles at all organizational levels
A keen eye for process optimization and the ability to suggest and implement improvements
Ability to prioritize, problem-solve, and, when necessary, escalate challenges or opportunities.
Experience working in a fast-paced, high-growth environment.
Ability to travel as needed to meet with clients.

Nice To Haves

Real estate experience or working with property developers and building property management is an asset.
Exposure to CRM databases (Salesforce and CC&B, etc.) and/or Microsoft Office applications is an asset.

Responsibilities

Maintain strong relationships with assigned clients, serving as the primary point of contact during the onboarding process
Act as a trusted advisor to clients, providing expert guidance and thought leadership, and serving as the escalation point for critical client issues.
Communicate all aspects of Metergyâs billing program from onboarding through services reconciliation and hand off to an assigned Client Success Manager
Continuously assess and optimize processes related to service commencement for improved efficiency.
Work closely with cross-functional teams, including sales, marketing, engineering, and production, to ensure customer needs are met and feedback is incorporated into service delivery, serving as an internal client advocate.
Provide education on Metergy or client programs, including regulatory requirements, to internal and external stakeholders as required
Provide tailored reports, project plans, and value-added programs for clients, with support from cross-functional teams.
Play an active role in supporting and enhancing key performance indicators, with a specific focus on Metergy's Onboarding Score
Resolve complex challenges and issues that may arise during the commencement of billing services.
Analyze data to identify trends and patterns that could inform improvements in the service commencement process, including root cause analysis.
Participate in special projects, initiatives, sales calls, and other opportunities as assigned.
Travel to clients to host and attend key moments like QBRs, kickoffs, condo board meetings and more.