The Client Success Manager plays a pivotal role in ensuring the successful integration of Tracker Technologies' software solutions into client workflows. As the primary liaison and initial point of contact for trial users, new users, and potential clients, this position is responsible for managing daily operations including outreach, trial support, demos, walkthroughs, and the development of training materials for Tracker Technologies software. The ideal candidate will excel in providing outstanding initial support and outreach to new users of TrackerCheck, aiming to boost software adoption and ensure client retention for future projects.
Building and maintaining strong relationships with Tracker Technologies clients is paramount, and the continued support from this role is critical for gathering feedback, influencing the development roadmap, providing personalized service, and fostering a partnership-focused approach to software delivery.
A positive attitude, find a way or make a way drive, and a love of technology is crucial to success in this role.
If you're looking for a family oriented company that focuses on cutting edge technology and obsessively good client support, apply to join our team today!
Duties and Responsibilities
- Develop high-value client relationships
- Serve as Program Manager for Tracker Technologies
- Utilize WalkMe Training and automation platform to develop and build out support functionality for Tracker Technologies
- Provide initial and ongoing technical support along with the Tracker Technologies Database Administrator to ensure full adoption and usage of the Tracker Technologies software
- Conduct feedback surveys to identify areas of improvement and future functionality development
- Provide input and experience to Tracker Technologies developers for better usability and functionality
- Identify opportunities based on software clientele of potential upsell of Rev1 Energy/EES electrical and commissioning work
- Interface with Marketing Manager to conduct webinars, lunch and learns, and open demonstrations of the software
- Create and implement standard operating procedures of delivery workflows within the ISO 9001 framework of Rev1 Energy
Management Responsibility
· Manages schedule of outreach, training, and ongoing support.
· Manages additional personnel required to support the client services unit of Tracker Technologies
· Manages Delivery of outbound marketing in conjunction with Marketing Manager
· Manage any onboarding of clientele outside the automation function (business unit, enterprise client, or project licenses requiring purchase order)
Education, Work Experience and/or Specialized Training Requirements:
- 5 or more years of experience with Completions Management softwares required
- A minimum of 10 years’ experience in industrial energy project space
- Experience conducting training, webinars, conferences, and similar activities
- Project experience is very beneficial
Knowledge, Skills and Abilities Required
- A deep understanding of the commissioning and operations readiness processes
- Approachable personality with a “find a way or make a way” mentality
- Training on the WalkMe platform
- Highly motivated
- Self-starter
- Self-discipline to manage workload without set daily schedule
Working conditions
- Team Atmosphere
- Occasional travel to client offices
- Occasional travel to client job sites
Physical requirements
- May be required to travel and potentially perform site and office visits
- Available by phone outside normal business hours
Rev1 Energy retains the right to change or assign other duties to this position.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities and job specifications required of employees.
The job description does not constitute a written or implied contract of employment.