Onboarding Success Manager

Description

The Client Onboarding Specialist ensures seamless service commencement for new clients, acting as the primary contact and trusted advisor, and driving improvements to the Onboarding Score. The role collaborates across sales, marketing, engineering and production, analyzes data to optimize processes, and may travel to client sites for key meetings.

• Serve as primary point of contact for assigned clients throughout onboarding and handoff to Client Success Manager.
• Advise clients on Metergy’s billing program, act as escalation point for critical issues, and provide regulatory and program education.
• Coordinate with cross‑functional teams (sales, marketing, engineering, production) to align service delivery with client needs.
• Develop and deliver tailored reports, project plans and value‑added programs for clients.
• Monitor and improve key performance indicators, focusing on Metergy’s Onboarding Score.
• Resolve complex service‑commencement challenges and conduct root‑cause analysis to drive process efficiencies.
• Analyze onboarding data to identify trends and recommend enhancements.
• Participate in special projects, sales calls and represent Metergy at client QBRs, kickoffs, and condo board meetings.

Requirements

• Maintain 5+ years of client success or project management experience with a proven record of building strong B2B relationships.
• Demonstrate strong critical‑thinking, analytical and communication skills, including presentation delivery to diverse audiences.
• Exhibit a keen eye for process optimization and the ability to prioritize, problem‑solve and escalate when needed.
• Experience in fast‑growth environments; real‑estate or property‑management background is a plus.
• Proficient with CRM tools such as Salesforce or CC&B and Microsoft Office suite.
• Ability to travel as required to client sites.

Benefits

Backed by Brookfield Infrastructure Partners, Metergy benefits from large‑scale capital and global infrastructure expertise. The company’s mission is to provide accurate utility data while fostering an inclusive, high‑performing workplace, recognized as a Great Place to Work for two consecutive years.

Compensation ranges from $70,000 to $90,000 annually, and the position includes a comprehensive benefits package.

• Excellent health coverage and life insurance with no waiting period.
• Company‑paid long‑term disability and basic life coverage.
• Flexible Spending Account (FSA) options.
• 401(k) plan with immediate company match.
• Generous paid time off plus 10 paid holidays and summer hours.
• Regular social events including happy hours, seasonal parties, etc.

Training + Development

Interview process

Visa Sponsorship

Security clearance