Customer Success Specialist at Cascade Energy, Llc in Portland, OR | USD73,920-92,400 | Kablio

Role

Description

revenue tracking

invoicing

dashboard creation

data analytics

platform onboarding

training delivery

Revenue Tracking and Invoicing
Proactively monitor customer health through regular check-ins, satisfaction surveys, and usage analytics. Collaborate with Customer Success Managers to develop and execute strategies that drive platform adoption and customer outcomes.
Coordinate and execute Customer Success Gazebo webinar and learning events, managing the full lifecycle from planning through delivery.
Dashboard Creation and Analytics
Provide team backup support for revenue tracking and invoicing processes, ensuring accurate billing based on contract structure and monitoring platform usage patterns.
Create customized reporting dashboards that showcase key performance indicators and analytics tailored to each customer's specific needs. Translate data into actionable insights and strategic recommendations.
Oversee accurate collection, organization, and verification of customer data to maintain data integrity and accessibility across systems.
Lead new customers through platform setup and integration, ensuring smooth implementation and setting the foundation for long-term success and engagement.
Develop and maintain customer-facing training materials and documentation. Deliver training sessions to help customers maximize their platform proficiency and success.
Build and maintain strong relationships as the primary point of contact for assigned customer accounts. Coordinate with internal teams to deliver exceptional customer experience and ensure all needs are addressed promptly.
Help standardize, optimize, and build out Customer Success team processes and workflows to ensure consistent, high-quality customer experience.

Requirements

event management

degree

portfolio management

customer success

account management

3+ years

Learning Event Management
AA/BA/BS degree in Business, Marketing, Communications or equivalent relevant work experience.
Multi-account/portfolio management experience.
Minimum of 3+ years of experience in Customer Success, Account Management, Customer Support, or Sales role for B2B SaaS products.

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

uses federal e-verify system to verify work eligibility
conducts post-offer, pre-employment drug screening

Company

Overview

3 Decades

Experience in Energy Efficiency

The firm has spent three decades evolving into a trusted energy efficiency consultancy.

10 Regions

Geographic Reach

Expanded across North America, opening offices in 10 U.S. regions to reach diverse clients.

8,000 GWh

Energy Savings Target

Aims to deliver 8,000 GWh of sustained energy savings by 2028, highlighting ambitious scale.

$35M Annually

Financial Performance

Generates an estimated $35 million annually, underscoring steady mid-market performance.

Partners with utilities and corporations to design and implement tailored energy-savings and decarbonization programs.
Leverages proprietary tools like Gazebo™ and Energy Sensei to analyze thousands of sites and optimize systems.
Typical projects span industrial facilities, commercial buildings, agricultural operations, and water/wastewater systems.
Clientele ranges from small local operations up to Fortune 500 firms and major utilities, showcasing wide impact.

Culture + Values

We believe in the power of energy efficiency to create a better world.
We deliver results through technical expertise and deep understanding of industrial processes.
We focus on building long-term relationships with clients, employees, and the community.
We work with integrity and respect, fostering an environment of collaboration and teamwork.
We encourage continuous improvement, innovation, and personal growth for our employees.

Environment + Sustainability

2040

Net Zero Commitment

Aim to achieve net zero emissions by 2040.

Works to reduce energy consumption and carbon footprints through energy efficiency solutions.
Helps clients achieve significant reductions in greenhouse gas emissions.
Designs services to help organizations meet sustainability goals and lower environmental impact.

Inclusion & Diversity

Articles

Cascade Energy - About Us

Energy Efficiency Solutions

Careers at Cascade Energy

Role

Description

revenue tracking

invoicing

dashboard creation

data analytics

platform onboarding

training delivery

Revenue Tracking and Invoicing
Proactively monitor customer health through regular check-ins, satisfaction surveys, and usage analytics. Collaborate with Customer Success Managers to develop and execute strategies that drive platform adoption and customer outcomes.
Coordinate and execute Customer Success Gazebo webinar and learning events, managing the full lifecycle from planning through delivery.
Dashboard Creation and Analytics
Provide team backup support for revenue tracking and invoicing processes, ensuring accurate billing based on contract structure and monitoring platform usage patterns.
Create customized reporting dashboards that showcase key performance indicators and analytics tailored to each customer's specific needs. Translate data into actionable insights and strategic recommendations.
Oversee accurate collection, organization, and verification of customer data to maintain data integrity and accessibility across systems.
Lead new customers through platform setup and integration, ensuring smooth implementation and setting the foundation for long-term success and engagement.
Develop and maintain customer-facing training materials and documentation. Deliver training sessions to help customers maximize their platform proficiency and success.
Build and maintain strong relationships as the primary point of contact for assigned customer accounts. Coordinate with internal teams to deliver exceptional customer experience and ensure all needs are addressed promptly.
Help standardize, optimize, and build out Customer Success team processes and workflows to ensure consistent, high-quality customer experience.

Requirements

event management

degree

portfolio management

customer success

account management

3+ years

Learning Event Management
AA/BA/BS degree in Business, Marketing, Communications or equivalent relevant work experience.
Multi-account/portfolio management experience.
Minimum of 3+ years of experience in Customer Success, Account Management, Customer Support, or Sales role for B2B SaaS products.

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

uses federal e-verify system to verify work eligibility
conducts post-offer, pre-employment drug screening