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Customer Success Manager

Oates Energy • Full-time • Jacksonville Beach, FL, US • 1w ago

Customer Success Manager (Utility Billing / Property Services)

Location: Jacksonville, FL

Job Type: Full-Time

Compensation: $60,000–$70,000 + annual bonus

Schedule: In-person Monday–Friday, with the option to work remotely 2 days per month

About Us

Oates Energy is a fast-growing provider of utility submetering and billing solutions for residential and commercial properties. We deliver tech-enabled utility cost recovery, streamline operations for our clients, and ensure residents are billed fairly and accurately. As we continue to grow, we're looking for a driven, detail-oriented Customer Success Manager to join our team.

Position Overview

The Customer Success Manager plays a critical role in managing property accounts — from onboarding new clients and coordinating utility billing launches to building long-term relationships and uncovering growth opportunities. This is a high-impact role for someone who thrives in a fast-paced environment, enjoys solving problems, and wants to grow alongside a company at the forefront of utility innovation.

Key Responsibilities

Serve as the primary point of contact for a portfolio of clients, delivering exceptional service and ensuring long-term satisfaction
Partner with internal teams to resolve client issues, track deliverables, and communicate project status
Analyze utility data and client trends to drive informed recommendations and support billing accuracy
Lead onboarding for new client properties, setting clear timelines and managing expectations across stakeholders
Collaborate with sales and operations to identify upsell opportunities and improve client outcomes
Respond to client inquiries promptly and professionally by phone and email
Maintain organized account records, reports, and meeting notes
Monitor key metrics including time to value, onboarding satisfaction, and client retention

Qualifications

2+ years of experience in customer success, account management, project management, or a related role (experience in utilities, billing, or property management a plus)
Exceptional communication and relationship-building skills
Strong organizational skills and the ability to manage multiple projects simultaneously
Proficiency with Microsoft Office and CRM tools (strong Excel skills a plus)
High attention to detail and a proactive approach to problem-solving
Comfortable working both independently and as part of a team in a fast-paced environment
Bachelor's degree preferred

Why Join Us?