Client Success Manager, Compliance

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Acts as the primary point of contact for clients regarding compliance initiatives, fostering trusted relationships and ensuring that client goals are met.

• Analyzes compliance dashboards, program data, and operational metrics to uncover trends, risks, and opportunities for enhancing program performance.

• Creates and oversees project plans, monitors deliverables, and coordinates with stakeholders to guarantee that initiatives and action items are completed on time.

• Delivers compliance reviews, key insights, and strategic recommendations to clients and cross-functional teams.

• Evaluates program performance data and compliance results to propose process enhancements that improve customer satisfaction, operational efficiency, and program integrity.

• Manages multiple client priorities and promotes collaboration among internal teams and external partners to achieve successful program results and ongoing improvement.

• Additional responsibilities as assigned.

⛳️ Requirements

• Minimum of 3 years of experience in client success, account management, project management, program management, consulting, or a similar client-facing role.

• Proven experience in managing project plans, tracking deliverables, and coordinating multiple stakeholders across simultaneous initiatives.

• Skilled in analyzing business, operational, compliance, or program data to identify trends and formulate actionable recommendations.

• Proficient in developing and delivering presentations to clients, leadership teams, and large stakeholder groups.

• Track record of managing multiple priorities and deadlines while providing outstanding client service.

• Genuine interest in sustainability and a passion for making a positive impact on the environment.

• Experience in supporting utility, energy efficiency, clean energy, rebate, or compliance programs.

• Familiarity with Power BI or similar tools for reviewing dashboards and interpreting data-driven insights.

• Experience in facilitating client-facing meetings and presenting analytical findings and recommendations to executive and cross-functional audiences.

• Competence in creating executive-level PowerPoint presentations, business reviews, and strategic recommendations.

🏝️ Benefits

• Three weeks of paid vacation each year.

• Paid holidays.

• 401(k) retirement plan with employer matching.

• Medical, dental, and vision insurance.

• Parental leave.

• Employee assistance program.

• Commuter benefits.

• Additional supplemental offerings.