Client Services Manager
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Job Description
Client Services Manager guiding client onboarding, advisory services, and solar and storage procurement for Anza’s renewable-energy platform. Managing supplier negotiations, portfolio optimization, and long-term customer relationships.
Responsibilities:
- Serve as the primary point of contact for Advisory Services clients
- Understand client needs and drive procurement strategies through execution
- Manage client onboarding, account setup, and service delivery processes
- Collaborate with sales, sourcing, operations, and product teams to align services with client needs
- Champion and lead on-time delivery of client deliverables
- Analyze client feedback and develop strategies to improve retention and engagement
- Prepare and present reports on client activity, satisfaction, and performance metrics
- Develop and maintain long-term client relationships that drive loyalty and growth
- Ensure compliance with company policies, industry standards, and client requirements
- Deliver Market Insights quarterly industry intelligence
- Conduct portfolio optimization and supplier due diligence
- Initiate procurement by managing supplier shortlists, soliciting Best and Final Offers (BAFO), negotiating suitable contract terms and conditions on behalf of customers, presenting recommendations, and executing contracts
- Support company revenue and sales goals while delivering a polished and reliable client experience
Requirements:
- Bachelor’s degree or 8 years of experience in lieu of a degree required
- MBA preferred
- 5+ years of relevant experience
- Experience preferably within high-growth startups, solar development, development engineering, project development, sales and account management, customer success, or project management
- Direct solar and/or storage industry experience preferred
- Experience as a seasoned generalist leader across functions including Strategy, Operations, Marketing, and Product Management
- Experience influencing teams in highly cross-functional settings
- Experience spanning strategy, analytics, product, and operations in a fast-paced environment
- Strong program management skills
- Experience leading end-to-end execution of projects/programs that transformed company operations and delivered quantifiable business impact
- First-principles thinking, including ability to question how work is performed rather than simply executing
- ERP experience such as Netsuite, SAP, or Salesforce
- PM, CSCP, or CPSM certification a plus
- Visa sponsorship is currently unavailable for this position
Benefits:
- Attractive equity program
- Medical insurance
- Dental insurance
- Vision insurance
- Health insurance
- Life insurance
- Disability insurance
- Comprehensive wellness program
- 401(k) plan with company match and immediate vesting
- Continuing education assistance
- Professional development assistance
- Self-managed flexible work schedules
- Self-managed time-off policies
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