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Manager of Customer Success

Transparent Energy -
Remote

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Job Details

Full-time
14 days ago

Qualifications

Performance dashboard reports
Data integrity assurance
Employee onboarding
Customer records maintenance
Managing customer accounts
Team member evaluation
Customer relationship building
Customer retention strategy
Account maintenance
Sales analytics & reporting tools
Data validation techniques
Sales workflow optimization
Operational management
Operations coordination
Coaching
Dashboard creation
Process design
Contract performance monitoring
Performance feedback (performance evaluation method)
Metrics Reporting
Accurate transaction records management
Financial issue resolution
Sales data analysis
Managing clients in a customer support role
Team development
Hiring
Data integrity and documentation
Quality control management
Vendor performance evaluation
Team training

Full Job Description

JOB DESCRIPTION

Manager of Customer Success
Fairfield NJ or Remote

Your Impact

Transparent Energy is looking for a dynamic leader to operate at the heart of our commercial organization. This role will own, drive, and improve the speed, accuracy, and visibility of the company’s new business acquisition, while also providing critical oversight and process governance over the retention and enhancement of thousands of client relationships. Your time in this role will level-up the sales organization’s data visibility, accelerate revenue generation, and hone a world-class client retention machine.

Who We Are

Transparent Energy is a leading energy procurement and risk management advisory firm that helps large Commercial, industrial and Institutional (C&I) organizations optimize energy purchasing decisions in increasingly complex and volatile markets. Since its founding in 2009, Transparent Energy has served more than 3,500 clients, transacted over $5 billion in energy spend through its online procurement platform, secured more than 33 TWh of electricity, 300 million Dth of natural gas, and 8.5 million renewable energy certificates (RECs) and most importantly, saved our clients precious time and millions of budget dollars.

Transparent Energy acts as a force-multiplier for our clients’ energy purchasing strategy. By accessing our deep network of 90+ pre-vetted suppliers through our proprietary reverse-auction platform (and accompanying process expertise), clients can solicit unparallelled supplier competition, driving price outcomes that outperform any traditional process.

Key Responsibilities

Customer Retention
- Own the end-to-end renewal management process, maintaining full visibility into renewal pipeline activity, contract expiration timelines, and renewal probability tracking.
- Coordinate cross-functionally to reduce renewal risk and prevent revenue leakage, ensuring proactive planning well in advance of contract expirations and aligning stakeholders around renewal readiness.
- Ensure renewal workflows are initiated early and executed consistently across sales and support teams, including clear handoffs, accountability checkpoints, and documented follow-through on required actions.
- Serve as the direct manager of the Business Analyst team, including hiring, onboarding, training development, performance management, and formal performance reviews. Provide leadership, coaching, and role clarity to ensure alignment with revenue and renewal priorities.
- Establish accountability standards and execution discipline within the Business Analyst function, defining clear performance expectations, workflow ownership, and quality control benchmarks.
- Oversee and manage the Client Services Desk, ensuring post-contractual issues (billing discrepancies, enrollment matters, supplier coordination, reporting requests, etc.) are resolved promptly, documented accurately, and communicated appropriately to internal stakeholders.
- Maintain operational system hygiene and data integrity, ensuring all customer records, contract documentation, renewal dates, and revenue tracking fields are complete, accurate, and consistently maintained.
- Formalize and continuously improve workflows to enhance scalability, cross-functional alignment, and operational clarity as the organization grows. Reduce reliance on ad hoc coordination by building repeatable, structured processes.

Revenue Operations & Customer Success
- Serve as the direct manager of the Business Analyst team, including hiring, onboarding, training, development, performance management, and formal performance reviews. Provide leadership, coaching, and role clarity to ensure alignment with revenue and renewal priorities.
- Establish accountability standards and execution discipline within the Business Analyst function, defining clear performance expectations, workflow ownership, and quality control benchmarks.
- Oversee and manage the Client Services Desk, ensuring post-contractual issues (billing discrepancies, enrollment matters, supplier coordination, reporting requests, etc.) are resolved promptly, documented accurately, and communicated appropriately to internal stakeholders.
- Maintain operational system data integrity, ensuring all customer records, contract documentation, renewal dates, and revenue tracking fields are complete, accurate, and consistently maintained.
- Manage third-party technology and system vendors, including vendor evaluations, contract administration, performance monitoring, compliance, issue resolution, and strategic relationship management.
- Formalize and continuously improve workflows to enhance scalability, cross-functional alignment, and operational clarity as the organization grows. Reduce reliance on ad hoc coordination by building repeatable, structured processes.

Reporting
- Oversee recurring and booked revenue reporting, ensuring accuracy, consistency, and timely delivery of all revenue dashboards, renewal schedules, and executive-facing outputs. Maintain clear ownership of reporting cadence and integrity.
- Maintain clean and reliable data inputs across HubSpot, TE2, and internal tracking systems, enforcing system hygiene standards and ensuring customer, contract, and revenue data are consistently updated, validated, and audit-ready.
- Oversee Business Development and Sales team reporting, managing the reporting process end-to-end to ensure accuracy, consistency, and transparency. Partner with executive leadership to design, refine, and build reporting dashboards that provide visibility into pipeline activity, renewal performance, revenue contribution, and key sales metrics.
- Support revenue KPIs by maintaining structured reporting frameworks and dependable data inputs. Participate in revenue look-back and performance review calls to analyze historical trends, identify performance drivers, and flag emerging risks.

Who You Are

Highly organized with strong attention to detail
Experienced manager, mentor, player/coach, or peer leader
Process-oriented and constantly looking to improve
Comfortable operating in high-expectation, fast-paced environments
Highly adept at communicating with both words and data
Driven by a desire to exceed goals that is constant, internal, and self-imposed
Bonus points for experience in the retail energy industry

Note: We are not able to sponsor Visas for this role

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