Citygreen International

Customer Success Manager

• Own inbound & triage: Monitor HubSpot inbox/queues, acknowledge within SLA, clarify scope via checklists, set next steps; qualify/route leads and log all activity.
• Quote coordination (SOP-driven): Create quote requests in **HubSpot** and **Asana**, organize files in **Box**, coordinate pricing with Estimating, manage approvals, issue quotes, track revisions, and keep an auditable trail.
• Customer comms & phone coverage: AU-time coverage to answer/triage calls, schedule follow-ups, and send professional updates.
• Post-PO handoff & onboarding: Validate POs, set up jobs/accounts, hand off to **NetSuite/Operations**, send onboarding instructions, and coordinate delivery/installation milestones.
• Install quality support (Build Pass): Admin access, checklists, photo/compliance capture; chase gaps and escalate early.
• Systems hygiene & reporting: Keep HubSpot properties/deals pristine; maintain Asana tasks and Box structure; produce weekly dashboards (SLA, quote cycle time, PO handoffs, compliance).

Sales Support, Customer Success Specialist