Customer Success Representative

Helio Home; Vancouver; On-site; CAD 81,000 - 99,000; Full time

Benefits offered by this job

Dental Care, Vision Care & Life Ins.

Extended Health Care

Disability Insurance

Education Support

Parental Leave Top Up

Job summary

Jetson, founded in North Vancouver, BC, seeks a Customer Success Representative to guide homeowners from signing through installation and beyond. You will coordinate paperwork, approvals, and scheduling, ensuring a seamless electrification journey and stress-free experiences for customers.

You will collaborate with Sales, Operations, and Installers, manage expectations, and maintain CRM accuracy to keep projects on track and customers informed.

Qualifications

• 5-7 years of experience in Customer Success, Account Management, Sales, or a related field.
• Strong verbal and written communication skills.
• Experience working in a CRM system (e.g., HubSpot, Salesforce).
• Comfort working in a startup or growth-stage environment.

Responsibilities

• Guide customers through all pre-installation steps to ensure they are install-ready.
• Manage scheduling for walk-throughs and installations.
• Take a proactive and persistent approach using video, phone, text, and email.
• Handle requotes as needed, collaborating with field service manager and sales.
• Proactively follow up with homeowners in the 30 days leading up to installation.
• Serve as the primary contact for homeowners after a sale closes with a deposit.
• Maintain clear communication with Sales, Operations, and Installers and keep files accurate.
• Track milestones and report progress in Jetson's CRM.

Skills

Communication skills

CRM experience

Startup experience

Tools

HubSpot

Salesforce

Job description

About Jetson

Jetson is on a mission to accelerate the transition of 100 million homes across North America away from fossil fuels toward sustainable energy use. We believe in a future that is 100% electric and 100% better.

Homes are one of the largest sources of carbon emissions, yet adoption of solutions like heat pumps remains slow due to cost and complexity. Jetson is solving this by building the first fully vertically integrated home electrification company — making clean energy simple, transparent, and affordable.

We rely heavily on technology, automation, and data to scale this impact. At Jetson, we value people who are excellent at their craft, curious about new tools (including AI), and motivated to continuously improve how work gets done.

The Opportunity

As a Customer Success Representative, you'll guide homeowners through every step of their journey from the moment they sign on with Jetson to the day their system is installed. You'll be their trusted point of contact — ensuring paperwork, approvals, and installations are seamless and stress-free.

You'll collaborate with internal teams to keep projects moving efficiently, proactively manage customer expectations and deliverables, making sure every homeowner feels supported and excited about their electrification journey.

What You Will Do

• Guide customers through all pre-installation steps to ensure they are install-ready:
• Manage scheduling for walk-throughs and installations.
• Take a proactive and persistent approach, leveraging video conference sessions (Google Meet), phone, text/SMS, and email.
• Handle requotes as needed, collaborating with field service manager and sales.
• Proactively follow up with homeowners in the 30 days leading up to installation to ensure all requirements are met.
• Serve as the primary point of contact for homeowners after a sale closes with a deposit.
• Maintain clear communication with internal teams (Sales, Operations, and Installers) and accuracy across all customer files, to keep projects on track.
• Track key customer milestones and report progress within Jetson's CRM system.

What You Bring

• 5-7 years of experience in Customer Success, Account Management, Sales, or a related field.
• Strong verbal and written communication skills.
• Experience working in a CRM system (e.g., HubSpot, Salesforce)
• Comfort working in a startup or growth-stage environment.

Job Type: Full-time, permanent

Pay: $90,000 OTE

Benefits

• Dental Care, Vision Care & Life Insurance premiums fully paid by Jetson
• Extended Health Care
• Disability Insurance
• Education Support
• Parental Leave Top Up

Location: in person - North Vancouver, BC

Do you feel like you don't have everything that's listed above but can still do the job? If you have the core skills and experience that we're looking for and are willing to use your talent to learn the rest,

U.S. Roles Jetson is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, or gender identity. If you require accommodation during the recruitment process, please contact us.

Canada Roles Jetson is an equal opportunity employer committed to inclusive hiring. We do not discriminate on any ground protected under applicable human rights legislation. If you require accommodation at any stage of the recruitment process, please contact us.