Role Overview

The Customer Success Manager (CSM) serves as the primary point of contact for clients and sales reps, ensuring seamless project execution, clear communication, and customer satisfaction. This role is designed for individuals who are detail-oriented and adaptable, with the potential to grow into an operations-focused position.
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Candidates with a background in engineering (e.g., electrical, industrial, or related fields) are highly valued, but we are open to individuals who demonstrate strong analytical thinking and a willingness to learn technical concepts.

Key Responsibilities

Client & Project Management

• Act as the main liaison between installers, sales reps, internal teams, and external stakeholders
• Manage project timelines, milestones, and deliverables to ensure smooth execution
• Provide timely updates and proactively address client inquiries or concerns
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Operational Coordination

• Track project progress and identify potential risks or delays
• Coordinate across departments (e.g., sales, design, operations) to maintain alignment
• Ensure accurate documentation and data tracking in CRM or project management tools

Technical & Analytical Support

• Interpret and communicate basic technical information related to projects (training provided)
• Collaborate with operational teams to understand project requirements and constraints
• Support process improvements and contribute to operational efficiency initiatives

Problem Solving & Escalation Management

• Identify issues early and propose practical solutions
• Escalate complex problems appropriately 
• Maintain a solution-oriented mindset in high-pressure situations

Qualifications

Preferred Degree

• Bachelor’s degree in Engineering, or related field.
• All majors are open to apply as training will be provided.

Experience & Skills

• Strong communication and stakeholder management skills
• Highly organized with strong attention to detail
• Analytical thinking and problem-solving ability
• Comfortable working with data, systems, and structured workflows
• Ability to multitask and manage multiple projects simultaneously

Nice to Have

• Experience in project management, operations, or customer success
• Familiarity with CRM systems or project tracking tools
• Basic understanding of technical workflows (e.g., engineering, energy, or construction processes)

Growth Path

This role is designed as a pipeline into Operations or Technical Project Management, where individuals will:

• Take ownership of more complex workflows
• Drive process improvements and automation
• Work more closely with technical teams and system-level operations

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