Client Success Coordinator

EnergyHub empowers utilities and their customers to create a clean, distributed energy future. Our customers are real utilities managing the real electrical grid supporting the normal lives of millions of real people. Our mission is to keep the grid running reliably while enabling more renewable energy and reducing reliance on fossil fuel.

The Client Success team are the primary owners of EnergyHub’s client base. As a Client Success Coordinator, you will be supporting the team in developing strategic partnerships with our utility clients to grow the size of their programs. This includes handling foundational level operations and day-to-day processes during different points in the client life cycle including onboarding across EnergyHub’s full suite of products, services & projects.

The Client Success Coordinator will work directly with the client success team to make sure their assigned clients receive the utmost client service levels and a smooth start-to-finish experience with EnergyHub. This role is responsible for ensuring daily tasks are completed in accordance with department policy and procedure guidelines and any additional customer-specific standard operating procedures.

This role is a great opportunity for someone looking to get started in utility partnerships and wants exposure to every stage in maintaining  successful client relationships.

RESPONSIBILITIES 

• Support the Client Success Managers in post-sale activities & attend client meetings where relevant. 
• Ensure account activities are in accordance with established standard operating procedure for the accounts they are supporting, and create relevant reporting and basic analysis
• Partner with CSMs to align on tasks and deadlines for the accounts they are supporting
• Support Client Services team members in day-to-day tasks and ad hoc projects
• Participate in and take notes during onboarding and workshop calls with clients
• Prepare monthly recurring client reports 
• Take ownership of the operational aspects of our market programs using the Mercury DERMS platform
• Develop an understanding of technical aspects of demand response management
• Maintain, update, and distribute account data in Salesforce
• Conduct basic data analysis projects
• Manage departmental calendars & assist in the planning and execution of in-person team meetings
• Support the implementation, launch, and stewardship of program launches 

QUALIFICATIONS

• 1 - 2 years of experience working in a client facing role whether in Client Success Operations, Sales Planning, Client Services, Ad Operations, Business Analyst, Financial Analyst, … 
• Bachelor’s degree
• Ability to manage multiple projects and tight deadlines; some project management experience is a plus as is experience working with project management software such as Monday.com, Asana, and Trello
• Ability to prioritize across short-term and long-term goals
• Strong analytical skills & entrepreneurial attitude
• Ability to work in a team and independently
• Computer proficiency: Word, Excel, PowerPoint - any experience with data visualization tools a plus but not a prerequisite 

PROFILE

• Flexible, startup mindset with proven success in fast-paced, unstructured environments
• Proactive and biased towards taking action
• Creative, independent problem solver
• Data and process driven 
• Demonstrated client-oriented work ethic and ability to foster a sense of teamwork across members of different departments
• Exceptional time management and organizational skills
• Willingness to learn on-the-fly while retaining coaching and training
• Proactivity toward daily tasks
• Ability to work independently, deliver to deadlines, and solve problems with minimal direction

Why work for EnergyHub?

• Collaborate with outstanding people: Our employees work hard, do great work, and enjoy collaborating and learning from each other. 
• Make an immediate impact: New employees can expect to be given real responsibility for bringing new technologies to the marketplace. You are empowered to perform as soon as you join the team!
• Gain well rounded experience: EnergyHub offers a diverse and dynamic environment where you will get the chance to work directly with executives and develop expertise across multiple areas of the business.
• Work with the latest technologies: You’ll gain exposure to a broad spectrum of  IoT, SaaS and machine learning challenges, including distributed fault-tolerance, device control optimization, and process modeling to support scalable interaction with disparate downstream APIs. 
• Be part of something important: Help create the future of how energy is produced and consumed. Make a positive impact on our climate.
• Focus on fun: EnergyHub places high value on our team culture. Happy hours and holiday parties are important to us, but what’s also important is how our employees feel every single day. 

Company Information

EnergyHub is a growing enterprise software company that works with the most forward-thinking companies in smart energy. Our platform lets consumers turn their smart thermostats, electric cars, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. We work on technology that already provides energy and cost savings to millions of people through partnerships with the leading companies in the Internet of Things.

Company Benefits

EnergyHub offers a generous benefits package including 100% paid medical for employees and a 401(k) with employer match. We offer a casual environment, the flexibility to set your own schedule, a fully stocked fridge and pantry, free Citi Bike membership, secure bike rack, gym subsidy, paid parental leave, and an education assistance program.

EnergyHub is an Equal Opportunity Employer

In connection with your application, we collect information that identifies, reasonably relates to or describes you (“Personal Information”). The categories of Personal Information that we may collect include your name, government-issued identification number(s), email address, mailing address, other contact information, emergency contact information, employment history, educational history, and demographic information.  We collect and use those categories of Personal Information about you for human resources and other business management purposes, including identifying and evaluating you as a candidate for potential or future employment or future positions, recordkeeping in relation to recruiting and hiring, conducting analytics, and ensuring compliance with applicable legal requirements and Company policies.