Client Success Manager

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• Schedules and conducts customer visits with new and existing customers. Provides support to existing customers by working quotes, managing contracts, and conducting follow-ups. Utilizes, enters, and maintains all customer activity in CRM. Participates in contract review or renewal meetings.
• Markets service products and capabilities with clients at events in a social environment. Utilizes, enters, and maintains all customer activity in CRM.
• Performs estimating on new work and service agreements for assigned accounts. Collaborates with service operations during estimates through job turnover.
• Builds strong relationships both internally with customers and externally across the organization.
• Conducts follow-up on billing issues on all assigned accounts. Utilizes their understanding of the mechanics of contracts, associated accounts receivable needs, billings, customer portals, and legal compliance such as lien activity to best serve the customer.
• Analyzes potential work to ensure its scope, complexity, schedule, and other requirements fit the Service business plan.
• Works with the customer to develop their strategic plan to foster growth and drive sales.
• Maximizes success rate by utilizing an understanding of market dynamics and customer goals for a proactive approach to opportunities.
• Bachelor’s degree in Marketing, Sales, or晴 related field is preferred.
• 5+ years of account management experience in the commercial MEP industry required
• Demonstrated knowledge and experience in the commercial mechanical/service industry is required.
• Must be able to demonstrate strong negotiation and influencing skills.

Mid‑Senior level

Full-time

Other

Non-profit Organizations

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