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Customer Success Manager. Job in Petaluma Gr8Jobs
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What they do
A Customer Success Manager manages relationships with customers and works to make sure that customers are satisfied with a company's products or services. May provide technical or product support to customers. Establishes practices and policies to encourage good customer service. Manages customer success department staff.
$116,449 / year median in California
+1% projected growth
Job Description
Simply Solar, a leading California-based solar energy provider, is seeking a Customer Success Manager to own post-install relationships with residential and commercial clients. In this role, you'll guide customers through onboarding, monitor system performance, resolve issues, and ensure they see lasting value from their solar investment. You'll use CRM tools to track health metrics, drive renewals, and identify upsell opportunities. Collaborating with sales, installation, and support teams, you'll educate customers, advocate for their needs, and help them maximize savings while supporting clean, sustainable energy adoption. Responsibilities Serve as primary post-install contact for residential and commercial solar customers Onboard new clients and educate them on system performance, monitoring tools, and maintenance Proactively monitor customer accounts and system health, addressing issues with internal teams Drive customer satisfaction, retention, and renewals through regular check-ins and value reviews Identify and qualify upsell and cross-sell opportunities in collaboration with sales Maintain accurate records and health metrics in CRM platforms Collect and share customer feedback to improve processes, products, and service quality Coordinate with operations, installation, and support to resolve escalations quickly Develop customer education materials and participate in webinars or trainings Report on customer success KPIs to leadership and recommend improvement actions Required Skills Customer success management Account management CRM software (Salesforce, Hub Spot, etc.) Data analysis and reporting Solar/renewable energy knowledge Project coordination Customer onboarding and training Conflict resolution Upselling and cross-selling Presentation and communication