Sr. Customer Success Manager

Energy Toolbase Software
Calgary, AB T2H, CAN

Description   

Essential Duties and Responsibilities
Serve as the primary post-sale point of contact for assigned customer accounts, ensuring successful adoption and ongoing usage of Developer, Controller, and Monitor.
Monitor account behavior, performance metrics, and product engagement to proactively identify churn risks and develop mitigation strategies.
Drive renewal processes for SaaS contracts, communicating value, addressing customer concerns, and ensuring timely execution of renewal documentation.
Forecast Net Revenue Retention (NRR) growth opportunities within assigned accounts by identifying expansion, upsell, and cross-sell potential.
Conduct regular business reviews with customers to discuss performance, share insights, and align on strategic goals.
Coordinate with Onboarding Managers to ensure a smooth transition from implementation to long-term customer success.
Partner with Regional Sales Managers and Project Development Specialists to support customer initiatives, resolve product issues, and strengthen account relationships.
Maintain accurate customer data, interaction history, and renewal forecasting within Salesforce.
Collaborate with internal teams (sales, operations, engineering, support) to resolve customer challenges and advocate for customer needs.
Deliver product education to customers to drive product adoption and enhance user proficiency.
Track customer feedback and recurring themes, providing actionable insights for product enhancements and process improvements.
Ensure customer inquiries and issues are handled by appropriate teams, escalating when needed.
Represent Customer Success at industry events, trade shows, and customer-facing functions as needed.
Ensure compliance with company policies and support continuous improvement of customer success processes.
Knowledge, Skills, and Abilities
Strong relationship-building skills with a customer-first mindset.
Excellent verbal and written communication abilities.
Ability to analyze customer data and identify trends, risks, and opportunities.
Strong problem-solving skills with the ability to navigate complex account situations.
Proficiency with CRM tools (Salesforce preferred).
High attention to detail, accuracy, and documentation quality.
Ability to manage multiple accounts and priorities in a fast-paced environment.
Proficient in Microsoft Office Suite; familiarity with Zoom preferred.
Ability to work independently with sound judgment and proactive initiative
This role requires travel in the US and Canada (up to 25%)

Education and Experience   Bachelor’s degree in Business Administration, Communications, Engineering, Information Technology, or a related field preferred.
Equivalent combination of education and relevant professional experience will be considered.
Experience   5+ years of experience in customer success, account management, SaaS operations, or a related customer-facing role.
Experience managing renewals, forecasting revenue retention, and reducing churn.
Familiarity with energy management systems, distributed energy resources, or SaaS platforms is an asset.
Proven success managing large and strategic accounts while meeting engagement, renewal, and satisfaction targets.
Experience collaborating cross-functionally and driving customer outcomes through influence.
This role is not a commission based role.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.

#J-18808-Ljbffr