Customer Management Performance Specialist

Socket.dev; Shelton (CT); Hybrid; USD 63,000 - 68,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K Plan

Life Insurance

Disability Insurance

Job summary

Budderfly is hiring a Customer Management Performance Specialist to partner with clients and coordinate utility onboarding data gathering. This entry-level, full-time role offers exposure to AMU calculations and performance KPIs within a fast-growing energy tech environment.

You will help organize workflows, participate in weekly performance reviews, and liaise across teams to ensure accurate baseline adjustments, while developing processes for scalable AMU management and customer satisfaction.

Qualifications

• 1-3 years of data analysis and financial acumen.
• Experience in energy or utility industry preferred.
• Understanding of utility billing, rate structures, and tariffs.
• Proficient in MS Office, especially Excel.
• BS degree preferred.

Responsibilities

• Act as liaison between the Performance Management team and the Customer Management team to help facilitate billing baseline adjustments to our AMU calculations.
• Assist in organizing the workflow for AMU adjustments and normalization activities.
• Participate in weekly reviews of the performance results across the client base that will serve to feed the upcoming adjustments.
• Develop a process to manage AMU adjustments that are fed from all parts of the company and determine prioritization.
• Work alongside the AMU creation team to ensure that the new baseline calculations are properly calibrated to prevent future performance issues and the need for recalculations.
• Maintain a consistent understanding of performance related expectations, installation savings and related KPIs.
• Assign Zoho tickets that are sent to AMU team in relation to adjustments and reviews.
• Load balance and cross train with the AMU creation team.

Skills

Data analysis

Financial acumen

Excel

Customer service

Team collaboration

Utility billing knowledge

Education

BS degree

Tools

Zoho CRM

Job description

Saving the World! Help Wanted…

Budderfly is a fast-growth, private equity-backed energy management outsourcing company that is committed to reducing global carbon emissions for small to medium sized enterprises. We are the premier sustainability partner for businesses with repeatable footprints such as restaurant chains, assisted living facilities, retail franchises, and more. Budderfly installs, monitors, and manages a combination of patented technologies, equipment upgrades, and proprietary energy software to help deliver complete energy saving solutions for our customers.

Celebrating 5 years on Inc. 5000 America’s Fastest-Growing Private Companies list. Recognized in Time Magazine’s Best Inventions of 2025.

We are an energetic and dedicated team working together to make a positive impact on the environment while providing an excellent customer experience. We are growing quickly and looking to add talented people who are passionate about making the world a better place!

Customer Management Performance Specialist (Full-time)

Fast growing, fast-paced company has an opportunity for a motivated individual to fill the role Customer Management Performance Specialist role. In this position, the successful applicant will be responsible for partnering directly with customers to coordinate their utility onboarding data gathering process. This is an excellent opportunity for the right individual to join an established organization that is experiencing significant growth.

Responsibilities:

• Act as the liaison between the Performance Management team and the Customer Management team to help facilitate billing baseline adjustments to our Average Monthly Usage (AMU) calculations.
• Assist in organizing the workflow for AMU adjustments and normalization activities.
• Participate in weekly reviews of the performance results across the client base that will serve to feed the upcoming adjustments.
• Develop a process to manage AMU adjustments that are fed from all parts of the company and determine prioritization.
• Work alongside the AMU creation team to ensure that the new baseline calculations are properly calibrated to prevent future performance issues and the need for recalculations.
• Maintain a consistent understanding of performance related expectations, installation savings and related KPIs.
• Assign Zoho tickets that are sent to AMU team in relation to adjustments and reviews.
• Load balance and cross train with the AMU creation team.

Qualifications:

• Successful candidate will have 1-3 years of data analysis, financial acumen and an understanding of utility bills.
• Experience in the energy or utility industry strongly preferred.
• Understanding of utility billing, rate structures, and tariffs strongly preferred.
• Strong problem-solving skills and ability to think creatively.
• Demonstrated customer service skills with the ability to collaborate and partner across multiple teams.
• Proficient in MS Office Suite, especially Excel.
• Ability to multi-task, in a fast paced, everchanging environment.
• BS degree preferred.

Job Type: Entry level, hourly

Job Type: Full-time, M-F

Job Location: Hybrid, Shelton, CT

Required education: BS preferred

Hourly Pay Range: $30.29($63,000) - $32.69($68,000) based on factors including level of experience, skill set, qualifications, and location.

Compensation: $63,000 — $68,000 USD

Compensation is based on factors including level of experience, skillset, qualifications, and location.

What We Offer:

• Career advancement opportunities in a fast-growing, supportive company environment
• Competitive pay
• Full benefits package including medical, dental, vison, 401K, life insurance, and disability insurance
• Opportunity to work as part of a team that values its members and works together to achieve positive change.

Budderfly is committed to providing equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status, and to affirmatively seek to advance the principles of equal employment opportunity.

We welcome all job seekers, including those with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company’s career web page as a result of your disability.