Full-Time

Client Success Manager

Metergy Solutions

Metergy Solutions

Compensation Overview

$90k - $120k/yr

New York, NY, USA

Hybrid

Hybrid role; some on-site days in New York, NY.

Category
Customer Experience & Support (2)
,
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Minimum of 5 years’ experience in a customer service role with a business-to-business focus
  • Effective executive presence
  • Excellent written and verbal skills
  • Ability to prioritize, solve, and where appropriate, escalate challenges or opportunities
  • Strong decision making and analytical skills
  • Proficiency with MS Office, specifically Word, Excel and PowerPoint
Responsibilities
  • Own the end-to-end post-sale client experience, serving as the primary point of contact and trusted advisor for property managers, asset managers, and ownership stakeholders.
  • Partner closely with Sales during late-stage sales and handoffs to ensure seamless transitions, clearly defined success criteria, and aligned client expectations.
  • Collaborate with the Onboarding team to support implementations, create risk mitigation strategies.
  • Work jointly with the Field Services and Billing team to communicate site visits, billing needs, and issue resolution.
  • Provide timely responses to client inquiries, in coordination with internal teams.
  • Develop and maintain success plans that define objectives, timelines, stakeholders, and measurable outcomes tied to submetering.
  • Lead regular client touchpoints, including in-person meetings with day-to-day contacts up to executive-level reviews, to communicate performance and insights
  • Monitor client health, proactively identifying risks to retention and opportunities for deeper adoption or expansion.
  • Identify and elevate expansion opportunities in partnership with Sales, ensuring clients are readily prepared for growth conversations with AEs.
  • Act as the voice of the client internally, advocating for executive sponsorship and escalating issues when appropriate to ensure a seamless client experience.
  • Experience handling multi-family residential portfolios, billing services, and utility management is a plus but not a necessity
Desired Qualifications
  • University/College preferred or equivalent work experience in related field
  • Exposure with CRM databases (Salesforce and CC&B, etc.)

Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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