Client Success Manager

Virtual Peaker; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Stock options

Generous 401k

Remote-first stipend

Health insurance

Dental insurance

Vision insurance

Job summary

Virtual Peaker is seeking a Client Success Manager to help solve the climate crisis by supporting our mission and customers on our cutting-edge software platform. You will act as the frontline liaison for users, manage relationships, and ensure successful project delivery.

The role requires 4–6 years across consulting, customer service, or account management, with a strong understanding of utilities, clean energy, and CRM systems.

Qualifications

• Bachelor's degree required.
• 4–6 years in consulting, customer service, account management, or related fields.
• Understanding of utilities, clean energy, and grid modernization.
• Experience with web-based CRM (Salesforce/Hubspot).
• Experience with Google Suite, Slack, and collaboration tools.
• Collaborative and growth-minded mindset; quick learner.
• Strong ownership and impact orientation.
• Critical thinking and problem solving.
• Excellent organizational and process management skills.
• Remote work experience and willingness to travel for conferences and client visits.

Responsibilities

• Cultivate, manage, and expand client relationships through personalized communications.
• Collaborate with Implementation, Product, Marketing and internal teams to set expectations and execute projects.
• Lead meetings, set agendas, present material, and align client requests with company needs.
• Document activities and codify decision points and milestones using tools.
• Follow processes to track, manage, and respond to client inquiries and product feedback.
• Prioritize client inquiries with clear communication using established frameworks.
• Identify growth opportunities for revenue or expanded scope and support upsell efforts.
• Develop strategies to meet company goals related to client management.
• Perform other duties as assigned to contribute to success.

Skills

CRM experience

Client relations

Cross-functional collaboration

Project management

Strategic thinking

Education

Bachelor's degree

Tools

Salesforce

Hubspot

Google Suite

Slack

Job description

Virtual Peaker is seeking a Client Success Manager who will help solve the climate crisis by supporting our mission of building the utility of the future.

Role Responsibilities

As a Client Success Manager, you will be responsible for supporting our clients by acting as a frontline liaison to users of our cutting-edge software platform. Day-to-day, you can expect to:

• Cultivate, manage, and expand relationships with Virtual Peaker’s clients through consistent and personalized communications
• Collaborate with Implementation, Product, Marketing, and other internal teams to set expectations with clients and execute projects
• Lead meetings, set agendas, present material, liaise between client requests and what’s best for Virtual Peaker
• Use tools to document activities and codify decision points and milestones
• Follow internal processes to track, manage, and respond to client inquiries and product feedback
• Apply frameworks to appropriately prioritize client inquiries and maintain clear communication with clients
• Identify growth opportunities for new revenue or expanded scope and support teammates that lead upsells
• Develop strategies to meet Virtual Peaker’s goals related to clients and managing accounts
• Other duties as assigned that contribute to Virtual Peaker’s success

Education & Experience

• Bachelor's degree from an accredited institution
• 4-6 years of experience in consulting, customer service, account management, project management, or a combination thereof
• Understanding of utilities, clean energy, and grid modernization issues, including distributed energy resources
• Experience working within a web-based CRM ecosystem, such as Salesforce or Hubspot
• Experience with Google Suite, Slack, and other online collaboration tools
• A collaborative and growth-oriented mindset that is motivated to learn new things quickly
• A sense of ownership and pride in one’s performance and impact on the company’s success
• Critical thinking and problem-solving skills
• Strong organizational skills, including project and process management
• Remote work experience and ability to travel for conferences, client visits, and company gatherings

What You Can Expect:

• Full remote position, with remote-work stipend.
• Competitive salary + Equity
• A collaborative workplace, which will challenge you and celebrate your work
• Generous vacation time, sick leave, and holidays
• Diverse and inclusive community for everyone

Benefits: stock options, generous 401k, remote-first stipend, and health, dental, and vision insurance.

Location: Remote