Client Success Manager
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Job Description
Client Success Manager driving adoption, retention, and account growth for Enertiv’s AI-powered commercial real estate SaaS platform. Managing strategic client relationships and delivering measurable operational and sustainability value.
Responsibilities:
- Partner with the Onboarding team during kickoff and implementation to ensure a strong foundation and accelerate time-to-value
- Lead cross-functional resolution of client delivery and support issues across maintenance, data, software, and ESG workflows
- Monitor customer health signals, maintain accurate account data, and proactively mitigate retention risks
- Lead Quarterly Business Reviews focused on adoption, platform health, and value realization
- Partner with the Account Management team on Executive Business Reviews centered on strategic outcomes and long-term business value
- Partner with the Asset Performance Services team to deliver client insights, measurement and verification reporting, and proof-of-value deliverables
- Identify expansion opportunities, support renewal planning, and advance account growth through proactive forecasting and strategic account planning
- Surface client feedback and market insights to Product and Leadership to influence roadmap priorities and service improvements
- Complete platform and industry onboarding and establish relationships with key client stakeholders
- Deliver or schedule initial QBRs for priority accounts while maintaining accurate CRM data, customer health scores, and renewal forecasts
- Increase platform engagement and align solutions to customer business objectives
- Develop relationships with two or more key stakeholders per account
- Partner with the AM team to mitigate risk, maintain retention targets, and advance upsell, cross-sell, and expansion opportunities
Requirements:
- 3+ years of client success experience in B2B SaaS managing a portfolio of customers and driving retention, renewals, and account growth
- Experience managing complex, multi-stakeholder customer relationships
- Highly organized and data-driven
- Experience using customer health metrics, CRM systems, and business insights to prioritize work and manage a portfolio effectively
- Experience in PropTech, commercial real estate technology, or real estate operations preferred
- Familiarity working with building owners, property managers, or asset managers preferred
- Familiarity with energy management, utility data, sustainability reporting (LL97, GRESB, ENERGY STAR Portfolio Manager, etc.), or adjacent sustainability technologies preferred
- Experience with Zoho CRM and Notion preferred
- Colorado candidates preferred
- Minimal travel
Benefits:
- Potential performance bonus
- Equity opportunities
- Multiple medical plan options (HSA and PPO)
- Dental and vision coverage
- Company-paid life insurance
- 401(k)
- Company laptop
- Home office stipend
- Flexible PTO
- 10 paid holidays
- Paid parental leave
- Hybrid/remote flexibility
- Monthly Lunch & Learns
- Professional development support
- $2,000 referral bonus for successful hires
- Minimal travel
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