Client Success Strategist

Metergy Solutions Inc.; New York (NY); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health and life insurance benefits

401K with company match

Summer hours

Social events

Job summary

Metergy Solutions, LLC, in New York, seeks a Client Success Specialist to maintain strong client relationships, respond to inquiries, and coordinate with Client Managers to ensure high-quality service and enrollment/billing support.

You’ll collaborate with internal and external stakeholders, analyze data, and contribute to program improvements while growing into future Client Success Management roles.

Qualifications

• This position requires an outgoing, highly motivated, service-oriented self-starter with:
• Post-secondary education or equivalent work experience and/or prior related work experience in utility metering or billing
• Candidate must have direct experience supporting and interacting with key business to business (B2B) clients
• Excellent planning, organization, and communication skills, both written and verbal, with ability to confidently present information to internal and external teams, Property Managers, etc.
• Strong proficiency in MS Office applications, particularly Excel, PowerPoint, Sharepoint, and familiarity with Salesforce
• Demonstrated ability to work independently within compressed timelines
• Ability to prioritize, solve, and where appropriate, escape problems
• Strong decision making and analytical skills

Responsibilities

• Support building owners, and Property Managers in partnership with Metergy Client Managers
• Work with all stakeholders and establish productive relationship as a trusted partner, both internal and external
• Perform first level screening and resolution of client queries
• Ensure timely and accurate summary of client inquiries to Client Managers to support inquiry resolution when escalating
• Obtain documentation relating to inquiries supporting property stakeholders, conveying relevant information to Client Managers and various internal teams
• Assist in outreach programs and client communications that enhance Metergy’s program delivery
• Provide supplemental Metergy training supporting enrollment or billing activities, as required
• Attend meetings by request to represent Metergy and/or provide education to internal and external stakeholders
• Actively participate in internal meetings, providing status reports verbal or written status updates
• Analyze and audit data while resolving typical inquiries using technical or non-technical resources
• Collaborate with cross-functional work teams, both internal and external
• Maintain process and procedures for delivery of outreach programs for all utility types
• Share or produce reports related to enrollments, consumption, billing, and remittances, as requested or required
• Proactively identify and make recommendations for business improvement processes
• Maintain customer files on proprietary databases, updated to current, as necessary
• Participate in special projects, initiatives, sales calls, and other opportunities, as assigned

Skills

Communication

B2B experience

Problem solving

Self-starter

Education

Post-secondary education

Tools

Salesforce

Excel

PowerPoint

SharePoint

Job description

Metergy Solutions, LLC, in New York, seeks a Client Success Specialist to maintain strong client relationships, respond to inquiries, and coordinate with Client Managers to ensure high-quality service and enrollment/billing support.

You’ll collaborate with internal and external stakeholders, analyze data, and contribute to program improvements while growing into future Client Success Management roles.