Client Success Manager (Compliance)

Resource Innovations, Inc.; Boston, Northern (MA, KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Three weeks paid vacation

Paid holidays

401(k) employer match

Medical, dental and vision coverage

Parental leave

Employee assistance program

Commuter benefits

Job summary

Resource Innovations (RI) is seeking a Client Success Manager (Compliance) in Boston, MA. This role focuses on building strong client relationships, leading compliance reviews, analyzing data for trends, and guiding improvement opportunities for program success.

You will manage deliverables, coordinate stakeholders, and present actionable recommendations to clients and leadership. The ideal candidate has 3+ years in client-facing roles, experience with data analysis, and a passion for

Qualifications

• 3+ years of experience in client success, account management, project management or related client-facing roles.
• Experience analyzing data to identify trends, risks, and opportunities.
• Experience delivering presentations to clients and leadership teams.
• Experience coordinating multiple stakeholders and delivering projects on schedule.

Responsibilities

• Serve as the primary client relationship lead for compliance initiatives and ensure objectives are achieved.
• Review dashboards, program data, and metrics to identify trends and improvement opportunities.
• Develop and manage project plans, track deliverables, and coordinate stakeholders.
• Present compliance reviews, findings, and recommendations to clients and cross-functional teams.
• Analyze program performance to recommend process improvements and enhance customer experience.
• Balance multiple client priorities and facilitate collaboration across teams and partners.
• Perform other duties as assigned.

Skills

Client success

Account management

Project management

Program management

Consulting

Data analysis

Power BI

Stakeholder coordination

Presentation skills

Sustainability interest

Education

Bachelor's degree in Business or related field

Tools

Power BI

Job description

Resource Innovations is seeking an/a Client Success Manager (Compliance)to join our growing team in Boston, MA. We are seeking a highly skilled and motivated Client Success Manager (Compliance)with a strong background in data analysis and client coordination to join our dynamic team. As an/a Client Success Manager (Compliance) you will build strong client relationships, lead compliance-focused program reviews, analyze data to identify trends, risks, and improvement opportunities, manage project deliverables, and present actionable recommendations to clients and key stakeholders.

Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change.

Duties and Responsibilities

• Serves as the primary client relationship lead for compliance initiatives, building trusted partnerships and ensuring client objectives are achieved.
• Reviews compliance dashboards, program data, and operational metrics to identify trends, risks, and opportunities for program improvement.
• Develops and manages project plans, tracks deliverables, and coordinates stakeholders to ensure initiatives and action items are completed on schedule.
• Presents compliance reviews, key findings, and strategic recommendations to clients and cross-functional stakeholders.
• Analyzes program performance data and compliance findings to recommend process improvements that enhance customer experience, operational efficiency, and program integrity.
• Balances multiple client priorities and facilitates collaboration across internal teams and external partners to drive successful program outcomes and continuous improvement.
• Other duties as assigned.

• 3+ years of experience in client success, account management, project management, program management, consulting, or a related client-facing role.
• Experience managing project plans, tracking deliverables, and coordinating multiple stakeholders across concurrent initiatives.
• Experience analyzing business, operational, compliance, or program data to identify trends and develop actionable recommendations.
• Experience developing and delivering presentations to clients, leadership teams, and large stakeholder groups.
• Demonstrated ability to manage multiple priorities and deadlines while maintaining exceptional client service.
• Interest in sustainability and passionate about making a meaningful impact on the environment.

Preferred skills, education and experience

• Experience supporting utility, energy efficiency, clean energy, rebate, or compliance programs.
• Experience using Power BI or similar tools to review dashboards and interpret data-driven insights.
• Experience facilitating client-facing meetings and presenting analytical findings and recommendations to executive and cross-functional audiences.
• Experience developing executive-level PowerPoint presentations, business reviews, and strategic recommendations.Bachelor's degree in Business, Project Management, Analytics, Environmental Studies, Public Policy, Communications, or a related field.

About Resource Innovations

Resource Innovations (RI) is a women-led energytransformation firm focused on impact. Building onour expertise in energy efficiency, we’re constantlyexpanding our portfolio of clean energy solutionsto guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification.Carbon reduction. With every step, we’re leadingthe charge to power change.

Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work.

Compensation & Benefits

Resource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position. The compensation range for the base salary for this position is $55,000- $75,300.In addition to base pay, employees may be eligible for a discretionary annual bonus. The stated salary represents the expected compensation for this position.Final compensation will be determined based on factors such as the candidate's experience, education and location.

At Resource Innovations, we believe supporting our people is essential to delivering impact. We offer a comprehensive benefits package designed to promote health, financial security, and work-life balance. This includes three weeks of paid vacation annually, paid holidays, a 401(k)-retirement plan with employer match, medical, dental and vision coverage, parental leave, an employee assistance program, commuter benefits, and additional supplemental offerings.

Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required.

The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.