Customer Success Manager

EIQdigital, Inc.; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

EIQdigital, Inc. in Houston seeks a focused Client Services professional to manage a portfolio of B2B accounts within the energy and utilities sector. You will own relationship ownership, drive deployment reviews, and translate client needs into coordinated work for engineering and QA.

As the primary liaison, you will oversee renewals, onboarding of new workflows, and per-account documentation. Strong organization and clear communication are essential to succeed.

Qualifications

• 2–4 yrs CS, Account Management, or Client Services in SaaS, digital agency, or energy/utilities preferred
• Comfortable working directly with engineering teams (understands PROD releases, rollbacks, API endpoints)
• Clear communicator: client-facing updates + internal escalations in the same hour
• Exceptionally organized and detail-oriented across multiple concurrent accounts, workstreams, deadlines, and open tickets

Responsibilities

• Own client relationships with a portfolio of active B2B accounts in the retail energy/utilities space.
• Lead check-ins, approval calls, and deployment reviews; document decisions and drive actions to closure.
• Own client approvals end-to-end (copy updates, rate changes, enrollment flow changes).
• Build trusted relationships across client business, operations, and technical stakeholders; surface risks and opportunities.
• Translate client needs into actionable requirements for engineering and QA.
• Maintain delivery trackers, decisions, actions, blockers, and next steps.
• Coordinate client testing, UAT, defect tracking, and sign-off.
• Coordinate production releases, readiness, and post-release validation.
• Serve as primary escalation point and drive production issues to resolution.

Skills

Client relationship management

Account management

Delivery coordination

Clear communication

Multitasking & organization

Tools

Jira

Monday.com

AWS Amplify

Google Analytics

Job description

What You'll Own

Client Relationship Management

• Named CS lead and primary point of contact for a portfolio of active B2B accounts
• (retail energy / utilities)
• Lead check-ins, approval calls, and deployment reviews; prepare agendas, document decisions, and drive action items to closure
• Own client approvals (copy updates, rate changes, enrollment flow changes) end-to-end
• Build trusted relationships across client business, operations, and technical stakeholders; surface risks and opportunities proactively

Cross-Functional Delivery Coordination

• Translate client needs into clear, actionable requirements for engineering and QA
• Maintain delivery trackers, decisions, action items, blockers, and next steps
• Coordinate client testing and UAT, including defect tracking and sign-off
• Coordinate and communicate production releases, readiness, and post-release validation
• Serve as the primary escalation point and drive production issues to resolution
• Collaborate with clients and internal teams, monitor enrollment performance,

Account Health & Renewals

• Manage renewals, T&M engagements, and onboarding of new client workflows
• Maintain detailed per-account documentation: stakeholder maps, requirements, decisions, open tickets, UAT status, and current PROD state
• Keep clients informed and signed off on every change affecting their users
• Partner with product/data on client-specific feature builds and presentations

Must-Have

• 2–4 yrs CS, Account Management, or Client Services, Business Analysis or Technical Delivery — SaaS, digital agency, or energy/utilities preferred
• Comfortable working directly with engineering teams (understands PROD releases, rollbacks, API endpoints — doesn't need to code, but needs the vocabulary)
• Clear communicator: client-facing update + internal escalation in the same hour
• Exceptionally organized and detail-oriented across multiple concurrent accounts, workstreams, deadlines, and open tickets
• US-based, CT/ET business hours

Nice-to-Have

• Retail energy, utilities, or regulated consumer markets background
• Familiarity with Jira, Monday.com, AWS Amplify, Google Analytics
• AI tooling applied to client work (we use this daily)

90-Day Success Bar

• Fully ramped on all assigned accounts — stakeholders, requirements, open tickets, risks, and deployment cadence
• Running client check-ins independently
• Maintaining reliable requirements, decision, and action trackers for every assigned account
• Successfully coordinated at least one client UAT cycle and PROD release end-to-end
• No dropped balls on client approvals or PROD issues
• Trusted by engineering as the person who gives clear, actionable context