Client Success Specialist

Role Overview

• Support building owners, and Property Managers in partnership with Metergy Client Managers
• Work with all stakeholders and establish productive relationship as a trusted partner, both internal and external
• Perform first level screening and resolution of client queries
• Ensure timely and accurate summary of client inquiries to Client Managers to support inquiry resolution when escalating
• Obtain documentation relating to inquiries supporting property stakeholders, conveying relevant information to Client Managers and various internal teams
• Assist in outreach programs and client communications that enhance Metergy’s program delivery
• Provide supplemental Metergy training supporting enrollment or billing activities, as required
• Attend meetings by request to represent Metergy and/or provide education to internal and external stakeholders
• Actively participate in internal meetings, providing status reports verbal or written status updates
• Analyze and audit data while resolving typical inquiries using technical or non-technical resources
• Collaborate with cross-functional work teams, both internal and external
• Maintain process and procedures for delivery of outreach programs for all utility types
• Share or produce reports related to enrollments, consumption, billing, and remittances, as requested or required
• Proactively identify and make recommendations for business improvement processes
• Maintain customer files on proprietary databases, updated to current, as necessary
• Participate in special projects, initiatives, sales calls, and other opportunities, as assigned

Requirements

• This position requires an outgoing, highly motivated, service-oriented self-starter with:
• Post-secondary education or equivalent work experience and/or prior related work experience in utility metering or billing
• Candidate must have direct experience supporting and interacting with key business to business (B2B) clients
• Excellent planning, organization, and communication skills, both written and verbal, with ability to confidently present information to internal and external teams, Property Managers, etc.
• Strong proficiency in MS Office applications, particularly Excel, PowerPoint, Sharepoint, and familiarity with Salesforce
• Demonstrated ability to work independently within compressed timelines
• Ability to prioritize, solve, and where appropriate, escalate problems
• Strong decision making and analytical skills

Benefits

• Fully company covered heath and dental benefits from day 1
• Company funded Health Spending Account
• Plan for retirement with Deferred Profit Sharing Plan (DPSP) and RRSP Matching
• Grow with us! We provide support for continuous learning.
• Paid personal and sick days on top of your vacation
• Summer hours to enjoy the weather
• Company sponsored social events & more!