Innovation and Analytics Customer Success Manager

Valid8 Financial, Inc.; United States; Remote; USD 85,000 - 120,000; Full time

Job summary

Join an innovative startup at the forefront of clean energy solutions! As a Customer Success Manager for Analytics Workbench, you'll play a key role in enhancing client relationships and driving project success. This multifaceted position combines customer success with strategic leadership, enabling you to leverage your expertise to support utilities and drive growth. With a collaborative environment and opportunities for mentorship, you'll be part of a passionate team dedicated to making a positive impact. Enjoy a flexible work arrangement, competitive compensation, and a suite of benefits tailored to support your well-being and professional growth.

Benefits

Medical, Dental and Vision Insurance

Flexible Paid Time Off

401(k) Plan

Annual wellness stipend

Community Service Day

Exclusive Employee Discounts

Mentorship Programs

Flexible Work Arrangements

Qualifications

• 3+ years in customer success or account management roles.
• Experience with utility programs and software technologies.

Responsibilities

• Serve as primary contact for clients on Analytics Workbench projects.
• Build and maintain strong client relationships and ensure project success.

Skills

Customer Success Management

Project Management

Data Analysis

Interpersonal Skills

Communication Skills

Analytical Mindset

Education

Bachelor's degree in Business Administration

Bachelor's degree in Environmental Science/Studies

Bachelor's degree in Engineering

Tools

Wrike

JIRA

Job description

Customer Success Manager, Analytics Workbench

Who We Are

Bidgely (which means "electricity" in Hindi) is an AI-powered SaaS Company accelerating a clean energy future by enabling energy companies and consumers to make data-driven energy-related decisions.

What We Do

Powered by our unique patented technology, Bidgely's UtilityAI Platform transforms multiple dimensions of customer data - such as energy consumption, demographics, and interactions into deeply accurate and actionable consumer energy insights. We leverage these insights to empower each customer with personalized recommendations tailored to their individual personality and lifestyle, usage attributes, behavioral patterns, purchase propensity and beyond.

How We Do It

From a distributed energy resources (DER) and grid edge perspective, Bidgely is advancing smart meter innovation with data-driven solutions for solar PVs, electric vehicle (EV) detection, EV behavioral load shifting and managed charging, energy theft, short-term load forecasting, grid analytics and time of use (TOU) rate designs. Bidgely’s UtilityAI energy analytics provides deep visibility into generation and consumption for better peak load shaping and grid planning and delivers targeted recommendations for new value-added products and services. For more information, please visit www.bidgely.com or the Bidgely blog at bidgely.com/blog.

How You Fit In

The Customer Success Manager, Analytics Workbench is a multifaceted role that requires a blend of customer success and consultation skills. This role is pivotal in maintaining and expanding relationships with clients leveraging Bidgely’s Analytics Workbench product. The Customer Success Manager will collaborate with various teams to implement account management plans focused on growth. They will also track and present key performance indicators, showcasing the value of Analytics Workbench to stakeholders. How You Succeed

Customer Success and Support:

Serve as the primary point of contact for clients participating in Analytics Workbench projects

Build and maintain strong, long-lasting relationships with clients, understanding their needs and challenges

Regularly communicate with clients to provide updates, address concerns, and gather feedback on program effectiveness

Ensure high-quality project delivery through cross-functional management of teams supporting Analytics Workbench

Work with existing clients to understand their immediate needs and future product enhancements. Lead metrics and Quarterly Business Reviews (QBR) sessions with customers to highlight program successes, achievements and roadmap

Consult for existing clients in the analytics realm and support their analytics development

Act as the customer’s subject matter expert for load research and behind the meter targeting, electric vehicle penetration, and DER grid planning

Sales and Marketing:

Support sales efforts by sharing innovation vision and subject matter expertise with potential clients

Pitch Analytics Workbench to deliver thought leadership in the analytics space.

Advance sales and revenue by leveraging market knowledge, competitive evaluation, technical expertise, and customer feedback

Drive the team towards significant business impact and own decision-making internally for product and projects

Develop new product value propositions and collaborate with utilities to validate and publish findings

Share the product vision and stories both internally and externally, enhancing product visibility and market positioning

Own program renewal and expansion quota for Analytics Workbench

Operational and Strategic Leadership:

Assist in the development and implementation of operational guidelines and objectives for projects

Provide leadership in analyzing, diagnosing, and flagging issues, proposing resolutions to ensure project success

Skills and Qualifications Preferred

Project Management (PMP) certification or similar certification in customer success management

Bachelor's degree in Business Administration, Environmental Science/Studies, Engineering, or related field

Experience in consulting, specifically for utilities in North America

Required

• At least 3 years of proven experience in customer success, account management, or related roles working on utility programs OR at least 2 years of experience in customer success AND at least 1 year of experience working with utility programs in a software, technology or consulting company

Must have at least 1-2 years of familiarity with the energy sectors technologies, programs and regulation

Track record of success delivering complex, cross-functional projects with large enterprise customers

Experience with Project Management (Wrike), and Engineering (JIRA) tools

Analytical mindset with proficiency in data analysis and reporting tools

Strong interpersonal skills with the ability to build rapport and trust with clients

Excellent communication skills, both verbal and written, with the ability to convey complex technical information in a clear and concise manner

Project management experience, including the ability to manage multiple tasks and priorities simultaneously

Ability to convert customer-level success into future account level business development opportunities

Detail oriented and able to monitor customer health and proactively identify and mitigate churn risks

What You Get

Growth Potential with a Startup: Seize the opportunity to grow with an innovative startup

Collaborative Environment: Work with a passionate team united by the goal of a clean energy future

Unique Tools: We provide all the tools you need to excel in your role

Exclusive Employee Discounts: Enjoy discounts on movie tickets, technology, pet insurance, and more!

Mentorship Programs: Opportunity to learn and receive mentorship from industry experts

Flexible Work Arrangements: Benefit from flexible working arrangements

Community Service Day: Participate in our community service day and give back

Medical, Dental and Vision Insurance coverage from day one

HSA, FSA and DCFSA plans

401(k) Plan

Flexible Paid Time Off

Annual wellness stipend

Mental Health and wellness resources for your whole family

Compensation

The salary range for this position is $85,000-$120,000 DOE.

In accordance with the California Equal Pay and Pay Transparency laws , the approximate annual base compensation range is listed above. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including the applicant's experience, knowledge, skills, and abilities, as well as internal equity among our team.

Location

This is a remote role with 20% travel

Diversity, Equity, Inclusion and Equal Opportunity

At Bidgely we’re on a mission to make a difference and build a workplace where every unique voice is heard and celebrated. Here, we believe that celebrating the unique backgrounds, perspectives and abilities of every employee makes an impact not only for our company internally but also for our clients, customers and community. We are an equal opportunity employer and believe that the inclusive atmosphere we build together will enable every person to grow, contribute and thrive. Our hiring decisions are based on your skills, talent, and passion – not on your background, gender, race, age, or the quirky way you dance at office parties.

Bidgely is an EVerify employer

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