Customer Success Manager - Energy Efficiency

The Company You’ll Join

The Position and the Teams You’ll Work With

As a Customer Success Manager specializing in Energy Efficiency programs, you will play a crucial role in ensuring the satisfaction and success of our clients who participate in our Energy Efficiency initiatives. You will be responsible for building strong relationships with clients, guiding them through program requirements, and helping them achieve their energy-saving goals. This role requires a combination of customer service skills, project management abilities, and a deep understanding of Energy Efficiency principles. As part of Bidgely’s revenue organization, you will coordinate cross-functionally with Product, Engineering, Marketing, and Sales to deliver multi-year, multi-million dollar regulated utility contracts. You will be responsible for implementing a structured account management plan aimed at expanding our footprint at existing customers through upselling and cross-selling. This plan includes the tracking and presentation of key performance indicators (KPIs) and associated value to internal and external stakeholders.

• Serve as the primary point of contact for clients participating in Energy Efficiency programs.
• Build and maintain strong, long-lasting relationships with clients, understanding their needs and challenges.
• Regularly communicate with clients to provide updates, address concerns, and gather feedback on program effectiveness.

• Educate clients on program requirements, incentives, and available resources to encourage participation and adoption of energy-saving measures.
• Provide guidance and support to clients throughout the program lifecycle, from enrollment to completion, ensuring smooth program implementation and delivery.

• Coordinate and oversee the execution of Energy Efficiency projects, collaborating with internal teams and external partners to ensure timely and successful delivery.
• Develop project plans, track progress, and manage timelines to meet program goals and objectives.

• Collect, analyze, and interpret data related to energy usage, savings, and program performance.
• Prepare regular reports and presentations for clients, highlighting key metrics, outcomes, and areas for improvement.

• Stay abreast of industry trends, best practices, and regulatory changes in the Energy Efficiency sector.
• Identify opportunities for process optimization and program enhancements to maximize client satisfaction and program impact.

Your Values

• Innovation - You challenge the status quo to make things faster, better, cheaper, and more successful. Even small changes cumulate to drive a big impact.

• Results -Be dedicated to delivering stellar outcomes, and accept nothing less. Know your goals, chart your path, and execute with precision and passion

• Quality - Quality is at the heart of everything we do. We take great pride in our work and are a trusted resource for our team and the industry.

• Project Management (PMP) certification or similar certification in Customer Success management
• Bachelor's degree in Business Administration, Environmental Science/Studies, Engineering, or related field
• Experience in Demand Side Management, specifically behavioral Energy Efficiency or similar programs
• Experience in consulting, specifically for utilities in North America

• At least 3 years of proven experience in Customer Success, account management, or related roles working in Energy Efficiency programs OR at least 2 years of experience in Customer Success AND at least 1 year of experience working with Energy Efficiency programs in a software, technology or consulting company
• At least 1-2 years of familiarity with Energy Efficiency principles, technologies, and programs and knowledge of the regulated utility industry
• Track record of success delivering complex, cross-functional projects with large enterprise customers
• Experience with Project Management (Wrike), and Engineering (JIRA) tools
• Analytical mindset with proficiency in data analysis and reporting tools
• Strong interpersonal skills with the ability to build rapport and trust with clients
• Excellent communication skills, both verbal and written, with the ability to convey complex technical information in a clear and concise manner
• Project management experience, including the ability to manage multiple tasks and priorities simultaneously
• Ability to convert customer-level success into future account level business development opportunities
• Detail oriented and able to monitor customer health and proactively identify and mitigate churn risks

Why You’ll Love Working At Bidgely

• We provide the tools you need to execute your role including home office set up
• Employee discounts on movie tickets, technology, pet insurance and more!
• Opportunity to grow with a startup - we offer stock options!
• Opportunity to work within a passionate team united by the goal of a clean energy future
• Professional development network access
• Access to mentorship programs

• Flexible working arrangements

• Medical, Dental and Vision Insurance coverage from day one
• HSA, FSA and DCFSA plans
• Bereavement leave
• Unlimited and Flexible Paid Time Off
• Annual wellness stipend
• Annual professional development stipend
• 401(k)
• 6 Weeks Paid Parental Leave
• Access to wellness resources through InsightTimer
• Employee Assistance Program (EAP) with support for your whole family

• Community service day

Compensation

Equal Opportunity Statement