The Client Success Manager serves as the primary point of contact for utility and energy efficiency program clients, ensuring satisfaction, retention, and account expansion. They are responsible for managing program implementation, coordinating internal and external stakeholders, and identifying new business opportunities.
The Customer Outreach Specialist conducts high-volume cold calling and email outreach to build a qualified sales pipeline for energy advisors. They are responsible for managing customer information in CRM systems and participating in team engagement to support overall program success.
Energy Advisors manage a portfolio of clients to provide recommendations for energy-saving actions and monitor smart meter data to verify savings. They are responsible for maintaining their own sales pipeline, building strong client relationships, and collaborating with internal teams to drive program success.
Energy Advisors provide recommendations and remote support for participants to implement energy-saving actions while managing complex client accounts. They also monitor smart meter data and collaborate with the M&V team to verify energy savings.
