Oates Energy · 3 weeks ago
Account Manager (Customer Success)
Jacksonville Beach, FL
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $70K/yr
2+ years expOates Energy is a fast-growing utility submetering and billing solutions provider serving residential and commercial properties. They are seeking a Client Success Manager to handle property accounts, onboard new customers, and maintain long-term relationships while identifying growth opportunities.
Oil and GasWater
Responsibilities
Serve as the primary point of contact for a portfolio of clients, delivering exceptional service and ensuring satisfaction
Coordinate with internal teams to resolve client issues, track deliverables, and communicate project status
Analyze utility data and client trends to make informed recommendations and support billing accuracy
Lead onboarding of new client properties, setting 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 via phone and email
Maintain organized account records, reports, and meeting notes
Monitor key metrics such as time to value, onboarding satisfaction, and client retention
Qualification
Required
2+ years of experience in account management, client success, project management, or related roles (experience in utilities, billing, or property management is a plus)
Exceptional communication and relationship-building skills
Strong organizational skills and ability to manage multiple projects at once
Proficiency with Microsoft Office and CRM tools (Excel skills are a plus)
High attention to detail and a proactive approach to solving problems
Comfortable working independently and as part of a team in a fast-paced environment
Preferred
Bachelor's degree preferred
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Company
Oates Energy
OEI specializes in multifamily housing applications & understands & addresses the highest value & best solutions specific to the industry.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase