Customer Success Manager

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

📋 Description

• Collaborate with the Onboarding team during the kickoff and implementation phases to establish a solid foundation, accelerate time-to-value, and facilitate cross-functional resolution of client delivery and support challenges across maintenance, data, software, and ESG workflows.

• Take ownership of customer health by tracking health indicators, ensuring accurate account information, and proactively addressing risks before they affect retention.

• Conduct Quarterly Business Reviews (QBRs) that emphasize adoption, platform health, and value realization, while collaborating with the Account Management (AM) team on Executive Business Reviews (EBRs) focused on strategic outcomes and long-term business value.

• Work alongside the Asset Performance Services (APS) team to provide client insights, measurement and verification (M&V) reporting, and proof-of-value deliverables that reinforce customer success.

• Collaborate with the AM team to pinpoint expansion opportunities, assist in renewal planning, and drive long-term account growth through proactive forecasting and strategic account planning.

• Represent the voice of the customer by relaying client feedback and market insights to Product and Leadership to shape roadmap priorities and enhance service offerings.

⛳️ Requirements

• 3+ years of experience in client success, account management, or other client-facing roles in B2B SaaS, managing a portfolio of customers while driving retention, renewals, and account growth.

• Proven experience in managing complex, multi-stakeholder customer relationships.

• Highly organized and data-oriented, with the ability to utilize customer health metrics, CRM systems, and business insights to prioritize tasks and manage a portfolio effectively.

• Preferred: Experience in PropTech, commercial real estate technology, or real estate operations, with knowledge of working with building owners, property managers, or asset managers.

• Familiarity with energy management, utility data, sustainability reporting (such as LL97, GRESB, ENERGY STAR Portfolio Manager, etc.), or related sustainability technologies.

• Experience with Zoho CRM and Notion.

🏝️ Benefits

• Multiple medical plan options (HSA and PPO)

• Dental and vision coverage

• Company-paid life insurance

• Access to a 401(k)

• Performance-based bonuses and equity opportunities

• Company laptop and home office stipend

• Flexible PTO

• 10 paid holidays

• Paid parental leave

• Monthly Lunch & Learns

• Professional development support

• $2,000 referral bonus for successful hires