Dynamic EcoHome · 3 months ago
Customer Success & Retention Specialist
Richardson, TX
Full-time
Onsite
Entry, Mid Level
$70K/yr - $70K/yr
2+ years expDynamic EcoHome is redefining home energy efficiency through innovative solutions. They are seeking a Customer Success & Retention Specialist to enhance customer satisfaction, build relationships, and manage customer cases effectively.
ConsultingSolar
Responsibilities
Develop and execute strategies to enhance satisfaction and minimize cancellations
Build meaningful, ongoing relationships through consistent and personalized communication
Analyze customer feedback to identify trends and drive continuous improvement
Conduct check-ins and discovery calls to understand customer needs and ensure a positive experience
Educate customers on warranties, incentives, and available services to help them maximize their investment
Encourage customers to share positive reviews on Google, BBB, and other platforms to enhance our reputation
Manage customer cases in Salesforce, ensuring thorough documentation, accurate tracking, and on-time follow-up
Support project execution by monitoring timelines, budgets, and customer communications
Process reimbursements, credits, and invoices for escalated cases when needed
Conduct discovery and retention calls to understand customer needs and ensure satisfaction
Educate homeowners on warranties, incentives, and service offerings to promote confidence and clarity
Request and encourage customers to leave reviews on Google, BBB, and other platforms to enhance Dynamic EcoHome’s reputation
Manage customer cases in Salesforce, ensuring timely updates and accurate documentation
Support project progress by monitoring communication milestones and ensuring customer expectations are met
Coordinate with internal teams to ensure seamless service delivery and a smooth handoff between departments
Partner with operations, finance, and service teams to develop tools and workflows that improve the customer journey
Share insights and feedback to enhance retention programs and overall service quality
Qualification
Required
2+ years of experience in customer success, retention, or service
Strong communication and problem-solving skills with a calm, customer-first mindset
Experience managing cases in Salesforce or similar CRM platforms
Ability to balance multiple priorities and collaborate effectively across departments
A passion for helping customers succeed and for building lasting relationships
Preferred
Experience in solar, energy, or home improvement
Benefits
Opportunities for advancement and performance-based incentives
Paid time off, holidays, and a comprehensive benefits package
A collaborative, mission-driven environment focused on innovation and growth
Company
Dynamic EcoHome
Dynamic EcoHome was built by people who believed homeowners deserved better.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dustin Jones
Co-Founder & Managing Partner
Mark Lee
Co-Founder & Partner
Company data provided by crunchbase