Customer Success & Retention Pro — Solar Upgrades

Dynamic Eco Home; Richardson (TX); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Paid time off

Holidays

Comprehensive benefits package

Job summary

Dynamic EcoHome is seeking a Customer Success & Retention Specialist in Richardson, TX to keep customers informed and engaged after solar, storage, and smart home upgrades. You will manage Salesforce cases, coordinate with operations and finance, and drive retention through proactive check-ins, education on warranties and incentives, and requests for reviews.

The role offers a base salary with commission, paid time off, holidays, and a comprehensive benefits package in a collaborative,

Qualifications

• 2+ years in customer success, retention, or service, preferably in solar/energy/home improvement.
• Strong communication and problem-solving with a customer-first mindset.
• Experience managing cases in Salesforce or similar CRM.
• Ability to balance multiple priorities and collaborate across teams.
• Passion for helping customers succeed and building lasting relationships.

Responsibilities

• Develop and execute strategies to enhance customer satisfaction and reduce cancellations.
• Build ongoing relationships through personalized communication.
• Analyze feedback to identify trends and drive improvements.
• Conduct check-ins and discovery calls to understand needs and ensure a positive experience.
• Educate customers on warranties, incentives, and services.
• Encourage reviews on Google, BBB, and other platforms to enhance reputation.
• Manage Salesforce cases with thorough documentation and timely follow-up.
• Monitor project timelines and budgets; assist with reimbursements and invoices.
• Coordinate with internal teams to ensure seamless service delivery.
• Share insights to improve retention programs and overall service quality.

Skills

Customer success

Communication

Problem solving

Multitasking

Cross-functional collaboration

Tools

Salesforce

Job description

Dynamic EcoHome is seeking a Customer Success & Retention Specialist in Richardson, TX to keep customers informed and engaged after solar, storage, and smart home upgrades. You will manage Salesforce cases, coordinate with operations and finance, and drive retention through proactive check-ins, education on warranties and incentives, and requests for reviews.

The role offers a base salary with commission, paid time off, holidays, and a comprehensive benefits package in a collaborative,