Metergy Solutions

Administrative Assistant

• Manage all key relationships with office suppliers as well as being the prime liaison with building management for our leased facilities.
• Accountable for Onboarding/Offboarding of new employees with building/office security pass set-up.
• Accountable for all Mail and Courier deliveries throughout the day.
• Validate all office services received for approval on invoices from suppliers.
• Have pride of place; ensure our workplace is neat, organized and stocked with appropriate resources.
• Oversee and coordinate office administrative procedures and review, evaluate and implement new procedures.
• Maintain and build company culture by initiating creative initiatives and partnering with various members of the company – e.g. schedule and organize company events and social gatherings
• Ensuring staff adherence to office procedures
• Maintenance of supply inventory and arranging service of office equipment
• Ensure timely processing and approval of invoices to avoid late payments
• Partner with Executive Assistants in our Toronto and Philadelphia offices to coordinate scheduling of events / business activities as well as handle over-flow administrative support to leaders
• Prepare and edit correspondence, reports, and presentations using MS Office products
• Arrange domestic and international travel, including flights, accommodations, and itineraries
• Support ad-hoc projects and events for leaders and their teams as needed
• Professionally interact with clients and external stakeholders as directed
• Maintain organized digital files, shared drives, and documentation systems to ensure information is always accessible and up to date

Office Manager

Customer Success Manager

• Own the end-to-end post-sale client experience, serving as the primary point of contact and trusted advisor for property managers, asset managers, and ownership stakeholders.
• Partner closely with Sales during late-stage sales and handoffs to ensure seamless transitions, clearly defined success criteria, and aligned client expectations.
• Collaborate with the Onboarding team to support implementations, create risk mitigation strategies.
• Work jointly with the Field Services and Billing team to communicate site visits, billing needs, and issue resolution.
• Provide timely responses to client inquiries, in coordination with internal teams.
• Develop and maintain success plans that define objectives, timelines, stakeholders, and measurable outcomes tied to submetering.
• Lead regular client touchpoints, including in-person meetings with day-to-day contacts up to executive-level reviews, to communicate performance and insights
• Monitor client health, proactively identifying risks to retention and opportunities for deeper adoption or expansion.
• Identify and elevate expansion opportunities in partnership with Sales, ensuring clients are readily prepared for growth conversations with AEs.
• Act as the voice of the client internally, advocating for executive sponsorship and escalating issues when appropriate to ensure a seamless client experience.
• Experience handling multi-family residential portfolios, billing services, and utility management is a plus but not a necessity.

Client Success Manager

Software Engineer

• Execute monthly and ad-hoc submetering and cost allocation reports, ensuring accuracy, completeness and timeliness
• Validate meter data and metering allocation plans; identify anomalies and escalate issues for resolution.
• Assist in translating raw meter data into structured reporting outputs for client delivery.
• Ensure the accuracy and integrity of meter and billing configurations by performing data analysis, validating energy and water rate models and identifying billing anomalies.
• Contribute to the improvement and maintenance of internal tools, data processes and reporting workflows.
• Support meter implementation and onboarding activities, including configuration validation and QA checks.
• Document findings, methodologies and processes to support standardization and scalability.
• Collaborate with internal SMEs in metering, operations and engineering to resolve data and billing issues.
• Participate in client-facing discussions as needed, supporting clear communication of technical findings.
• Maintain strong attention to detail across high-volume, data-intensive workflows
• Travelling to client sites throughout Canada.

Energy Analyst – Engineering

• Serve as a trusted advisor and primary strategic point of contact for our clients’ executive and portfolio-level stakeholders, building deep relationships that influence client strategy and drive long-term partnership value.
• Support the Director of Client Success in the continued growth and development of the Client Success function for our US business.
• Oversee the health of the overall client portfolio, proactively identifying risks, connecting issue resolution to portfolio-level impact, and navigating conflict across executive, operational, and technical stakeholders.
• Lead client SteerCos, annual strategy sessions, and executive-level reviews, defining and maintaining a streamlined communication strategy tailored to each portfolio account.
• Develop and maintain multi-year success plans for top portfolios, defining objectives, milestones, and measurable outcomes that align client goals with business growth.
• Act as a senior resource and escalation point for Client Success Managers, bridging business and technical conversations to ensure consistent, high-quality client experiences across the team.
• Support in the coaching, development and overall evolution the Client Success Managers and Client Success Specialists
• Partner with Account Executives to identify opportunities , develop expansion strategies across the portfolio, and influence deal structures to support growth.
• Understand the competitive landscape and effectively position proposals against alternatives, ensuring clients recognize the differentiated value of our platform and services.
• Champion the voice of the client internally, advocating for resources, executive sponsorship, and cross-functional alignment to deliver a seamless client experience at scale.

Senior Client Success Manager – Key Accounts

• Serve as a trusted advisor and primary strategic point of contact for our clients’ executive and portfolio-level stakeholders, building deep relationships that influence client strategy and drive long-term partnership value.
• Support the Director of Client Success in the continued growth and development of the Client Success function for our US business.
• Oversee the health of the overall client portfolio, proactively identifying risks, connecting issue resolution to portfolio-level impact, and navigating conflict across executive, operational, and technical stakeholders.
• Lead client SteerCos, annual strategy sessions, and executive-level reviews, defining and maintaining a streamlined communication strategy tailored to each portfolio account.
• Develop and maintain multi-year success plans for top portfolios, defining objectives, milestones, and measurable outcomes that align client goals with business growth.
• Act as a senior resource and escalation point for Client Success Managers, bridging business and technical conversations to ensure consistent, high-quality client experiences across the team.
• Support in the coaching, development and overall evolution the Client Success Managers and Client Success Specialists.
• Partner with Account Executives to identify opportunities , develop expansion strategies across the portfolio, and influence deal structures to support growth.
• Understand the competitive landscape and effectively position proposals against alternatives, ensuring clients recognize the differentiated value of our platform and services.
• Champion the voice of the client internally, advocating for resources, executive sponsorship, and cross-functional alignment to deliver a seamless client experience at scale.

Office Manager

Client Success Manager

Energy Analyst – Engineering

Senior Client Success Manager – Key Accounts

Senior Manager, Client Success – Key Accounts