Remote Client Success Lead for Utility DSM Programs

Lime Rock New Energy; United States; Remote; USD 105,000 - 120,000; Full time

Benefits offered by this job

Medical insurance (vision and dental)

Health Savings Account contributions

Retirement plans with company matching

Student Loan Incentive Repayment

Generous time off

Company winter break Dec 25– Jan 1

Summer Fridays off

Job summary

Power TakeOff, Inc. is a leading provider of software and implementation solutions in the utility industry, focusing on energy efficiency and DSM. The role is the primary point of contact for a portfolio of utility program clients, ensuring satisfaction, retention and expansion.

You will translate client priorities into action, coordinate with internal teams, and lead meetings with stakeholders. This fully remote role requires proactive communication and strong organizational skills to drive

Qualifications

• Minimum of 4 years of client management experience.
• Strong leadership and ability to set timelines and priorities.
• Collaborative and skilled at building client relationships.
• Excellent written and verbal communication across departments.
• Strong organizational abilities and meticulous documentation.
• Sales experience and ability to identify new opportunities.
• Experience in developing detailed project plans and resource allocations.
• Assertive, solution-oriented mindset and cross-functional delegation.
• Ambition to foster continuous improvement and drive outcomes.

Responsibilities

• Serve as the primary contact for assigned clients and manage relationships.
• Lead virtual and in-person meetings with clients and stakeholders.
• Understand client DSM portfolios, regulatory context, and priorities.
• Set expectations, align on program parameters, and minimize deviations.
• Execute program delivery while maintaining high CSAT results.
• Coordinate internal meetings and leverage subject matter experts.
• Identify expansion opportunities and manage RFPs/RFIs.
• Work with internal teams to align resources and timelines.
• Prepare clear notes and action items from meetings.

Skills

Client management

Strategic leadership

Collaboration

Exceptional communication

Organizational skills

Sales experience

Project planning

Delegation

Cross-functional teamwork

Tools

Atlassian

Salesforce

Job description

Power TakeOff, Inc. is a leading provider of software and implementation solutions in the utility industry, focusing on energy efficiency and DSM. The role is the primary point of contact for a portfolio of utility program clients, ensuring satisfaction, retention and expansion.

You will translate client priorities into action, coordinate with internal teams, and lead meetings with stakeholders. This fully remote role requires proactive communication and strong organizational skills to drive