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Client Success Specialist

Client Success Specialist

Metergy SolutionsNew York, NY, US
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Client Success Specialist

The Client Success Specialist will be an integral part in maintaining strong ongoing relationships with our clients by quickly and thoughtfully responding to inquiries, requests and tasks. Growing in this role will lead to opportunities in Client Success Management or similar.

Accountabilities :

  • Support building owners, and Property Managers in partnership with Metergy Client Managers
  • Work with all stakeholders and establish productive relationship as a trusted partner, both internal and external
  • Perform first level screening and resolution of client queries
  • Ensure timely and accurate summary of client inquiries to Client Managers to support inquiry resolution when escalating
  • Obtain documentation relating to inquiries supporting property stakeholders, conveying relevant information to Client Managers and various internal teams
  • Assist in outreach programs and client communications that enhance Metergy's program delivery
  • Provide supplemental Metergy training supporting enrollment or billing activities, as required
  • Attend meetings by request to represent Metergy and / or provide education to internal and external stakeholders
  • Actively participate in internal meetings, providing status reports verbal or written status updates
  • Analyze and audit data while resolving typical inquiries using technical or non-technical resources
  • Collaborate with cross-functional work teams, both internal and external
  • Maintain process and procedures for delivery of outreach programs for all utility types
  • Share or produce reports related to enrollments, consumption, billing, and remittances, as requested or required
  • Proactively identify and make recommendations for business improvement processes
  • Maintain customer files on proprietary databases, updated to current, as necessary
  • Participate in special projects, initiatives, sales calls, and other opportunities, as assigned

Qualifications :

  • This position requires an outgoing, highly motivated, service-oriented self-starter with :
  • Post-secondary education or equivalent work experience and / or prior related work experience in utility metering or billing
  • Candidate must have direct experience supporting and interacting with key business to business (B2B) clients
  • Excellent planning, organization, and communication skills, both written and verbal, with ability to confidently present information to internal and external teams, Property Managers, etc.
  • Strong proficiency in MS Office applications, particularly Excel, PowerPoint, Sharepoint, and familiarity with Salesforce
  • Demonstrated ability to work independently within compressed timelines
  • Ability to prioritize, solve, and where appropriate, escalate problems
  • Strong decision making and analytical skills
  • $40,000 - $60,000 a year Hourly / Non-exempt

    Benefits & Perks

  • Excellent health coverage and life insurance benefits no waiting period!
  • Company-paid Long-Term Disability and Basic Life Coverage
  • Flexible Spending Account (FSA) options
  • 401K plan with immediate company match
  • Generous Paid Time Off Plan plus 10 paid holidays
  • Summer hours to enjoy the weather
  • Regular Social events - happy hours, summer & holiday parties, & more
  • Metergy is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other legally protected status. We strive to create an inclusive and diverse workplace for all.

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    Client Specialist • New York, NY, US