Client Success Manager

About the Role

• Maximizes success rate by utilizing an understanding of market dynamics and customer goals for a proactive approach to opportunities. • Performs estimating on new work and service agreements for assigned accounts. Collaborates with service operations during estimates through job turnover. • Works with the customer to develop their strategic plan to foster growth and drive sales. • Markets service products and capabilities with clients at events in a social environment. Utilizes, enters, and maintains all customer activity in CRM. • Conducts follow-up on billing issues on all assigned accounts. Utilizes their understanding of the mechanics of contracts, associated accounts receivable needs, billings, customer portals, and legal compliance such as lien activity to best serve the customer. • Schedules and conducts customer visits with new and existing customers. Provides support to existing customers by working quotes, managing contracts, and conducting follow-ups. Utilizes, enters, and maintains all customer activity in CRM. Participates in contract review or renewal meetings. • Builds strong relationships both internally with customers and externally across the organization. • Analyzes potential work to ensure its scope, complexity, schedule, and other requirements fit the Service business plan.

Key Responsibilities

• ▸estimating
• ▸crm management
• ▸billing follow-up
• ▸customer visits
• ▸contract review
• ▸work analysis

What You Bring

• Must be able to demonstrate strong negotiation and influencing skills. • Bachelor’s degree in Marketing, Sales, or a related field is preferred. • 5+ years of account managemnt experience in the commercial MEP industry required • Demonstrated knowledge and experience in the commercial mechanical/service industry is required.

Requirements

• ▸negotiation
• ▸bachelor's
• ▸5+ years
• ▸account management
• ▸mep
• ▸mechanical

Work Environment

Office Full-Time