Client Success Manager

Job Summary

The Client Success Manager is responsible for developing and managing long-term relationships with key decision-makers within assigned customer accounts, including strategic clients in a defined region or industry. This role drives revenue growth by identifying and closing new business opportunities, expanding existing services, and aligning the company's mechanical construction solutions-such as HVAC, plumbing, and piping-with client needs.

Essential Duties

• Schedules and conducts customer visits with new and existing customers. Provides support to existing customers by working quotes, managing contracts, and conducting follow-ups. Utilizes, enters, and maintains all customer activity in CRM. Participates in contract review or renewal meetings.
• Markets service products and capabilities with clients at events in a social environment. Utilizes, enters, and maintains all customer activity in CRM.
• Performs estimating on new work and service agreements for assigned accounts. Collaborates with service operations during estimates through job turnover.
• Builds strong relationships both internally with customers and externally across the organization.
• Conducts follow-up on billing issues on all assigned accounts. Utilizes their understanding of the mechanics of contracts, associated accounts receivable needs, billings, customer portals, and legal compliance such as lien activity to best serve the customer.
• Analyzes potential work to ensure its scope, complexity, schedule, and other requirements fit the Service business plan.
• Works with the customer to develop their strategic plan to foster growth and drive sales.
• Maximizes success rate by utilizing an understanding of market dynamics and customer goals for a proactive approach to opportunities.

Minimum Requirements