Customer Success Manager Representative

Overview

Manage client onboarding, project plans, and account service for energy efficiency programs.

Key Responsibilities

• resource allocation
• transition planning
• project planning
• deadline tracking
• program monitoring
• client coordination

Tasks

-Works with peers to allocate appropriate resources for initiatives -Identify client needs and translate those needs into plans for delivery -Responsible for achievement of transition plans (new work) into Business Process -Builds and enacts project plans to ensure satisfaction of clients (internal and external) -Responsible for achievement of transition plans (expiring work) from Business Process -Tracks and ensures deadlines are met on all program initiatives, improvements, and remediation plans -Conducts bi-monthly satisfaction assessments with Project Managers and Project Administrators to identify opportunities for improvement -Facilitates internal resources and activity necessary to effectively deliver tangible results for clients -Coordinates all communications/meetings regarding various programs with Project Managers and key Business Process staff -Support senior staff with development of presentations and proposals

Requirements

• facilitation
• project oversight
• communication
• project planning
• project coordination
• 3+ years

What You Bring

-Advanced meeting and process facilitation skills -Ability to guide the big picture at a project level, while also possessing flawless detail orientation at a client delivery level -Excellent written and verbal communication skills are mandatory. -Demonstrated ability to build, track, and implement project plans -3+ years of experience in project coordination, project management, or transition management

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About Resource Innovations

-Merged with Nexant in 2021 and backed by Morgan Stanley Capital Partners in 2024, accelerating its scale and reach. -Specializes in transforming utility operations through demand-side management, software systems, and advisory services. -Works on diverse projects—from residential weatherization to grid modernization, electrification, and utility marketplaces. -Operates globally but retains utility-scale focus, delivering integrated energy solutions at significant scale.

Sector Specialisms

Security Clearance

-comprehensive background check and reference check required. -pre-employment drug screen may be required if applicable.