Metergy Solutions

Onboarding Success Manager

Metergy Solutions

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $70,000 - $90,000 per year

About the role

  • Maintain strong relationships with assigned clients, serving as the primary point of contact during the onboarding process
  • Act as a trusted advisor to clients, providing expert guidance and thought leadership, and serving as the escalation point for critical client issues.
  • Communicate all aspects of Metergy’s billing program from onboarding through services reconciliation and hand off to an assigned Client Success Manager
  • Continuously assess and optimize processes related to service commencement for improved efficiency.
  • Work closely with cross-functional teams, including sales, marketing, engineering, and production, to ensure customer needs are met and feedback is incorporated into service delivery, serving as an internal client advocate.
  • Provide education on Metergy or client programs, including regulatory requirements, to internal and external stakeholders as required
  • Provide tailored reports, project plans, and value-added programs for clients, with support from cross-functional teams.
  • Play an active role in supporting and enhancing key performance indicators, with a specific focus on Metergy's Onboarding Score
  • Resolve complex challenges and issues that may arise during the commencement of billing services.
  • Analyze data to identify trends and patterns that could inform improvements in the service commencement process, including root cause analysis.
  • Participate in special projects, initiatives, sales calls, and other opportunities as assigned.
  • Travel to clients to host and attend key moments like QBRs, kickoffs, condo board meetings and more.

Requirements

  • Minimum 5+ years of experience in client success, project management, or related field
  • Proven track record of building and maintaining successful client relationships
  • Strong critical thinking and analytical skills to resolve complex issues independently.
  • Excellent written and verbal communication skills, with the ability to convey complex information effectively.
  • Direct experience with the creation of customer and client-facing communications, delivery of presentations to wide audiences, and communication of complex topics to future or current clients.
  • Comfortable dealing with clients and internal groups or roles at all organizational levels
  • A keen eye for process optimization and the ability to suggest and implement improvements
  • Ability to prioritize, problem-solve, and, when necessary, escalate challenges or opportunities.
  • Experience working in a fast-paced, high-growth environment.
  • Real estate experience or working with property developers and building property management is an asset.
  • Exposure to CRM databases (Salesforce and CC&B, etc.) and/or Microsoft Office applications is an asset.
  • Ability to travel as needed to meet with clients.
Benefits
  • Excellent health coverage and life insurance benefits – no waiting period!
  • Company-paid Long-Term Disability and Basic Life Coverage
  • Flexible Spending Account (FSA) options
  • 401K plan with immediate company match
  • Generous Paid Time Off Plan plus 10 paid holidays
  • Summer hours to enjoy the weather
  • Regular Social events - happy hours, summer & holiday parties, & more

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
client successproject managementprocess optimizationdata analysisroot cause analysispresentation deliverycommunication of complex topics
Soft skills
relationship buildingcritical thinkinganalytical skillswritten communicationverbal communicationproblem-solvingprioritizationescalation management