Manager, Client Partnerships

Company: Pivot Energy
Location: Chicago
Posted on: February 15, 2025

Job Description:

ROLE OVERVIEWThis position is responsible for providing strategic account management support across a portfolio of Pivot Energy's clients, including Corporate Clients, Industry Clients, and Strategic Partners. Serving as the primary point of contact for an assigned portfolio, this position will require internal coordination of multiple services and products. This role will engage in a variety of tasks ranging from strategic planning, project management, relationship management, contract management, and risk management, among others, with an emphasis on cross-departmental communication. This position will lead the delivery of a best-in-class customer experience to our clients and partners that will drive and increase client retention, client satisfaction, and contractual expansion.PRIMARY RESPONSIBILITIES

• Relationship Development & Management
• Manage a portfolio of strategic accounts by serving as the primary point of contact for clients across multiple products and services.
• Drive client retention and contractual expansion through the development of long-lasting partnerships rooted in trust, communication, and execution.
• Manage contractual obligations and scopes of work across multiple products and services, while maintaining a high degree of collaboration with internal cross-functional stakeholders.
• Drive a high level of client satisfaction by ensuring that Pivot Energy is delivering on client commitments, SLAs, and SOWs while meeting deadlines to exceed client expectations.
• Leverage internal resources, software, and infrastructure to execute and drive client goals, while maintaining a keen eye on contractual growth opportunities.
• Develop and drive the Client Operating Plan and client strategy, in communication and with support from the client's larger Pivot Energy team.
• Leverage Salesforce as our main CRM and designated tool for a centralized repository of client information. Maintain client information regularly updated in Salesforce.
• Work closely with the Business Development, Delivery, Finance, Marketing, SunCentral Operations team, and Accounting, among other departments, to ensure that we are proactively mitigating risk, maintaining client operating plans up to date, driving deliverable timelines, and onboarding new products and services.
• Leverage industry and market knowledge, along with product and service understanding, to anticipate client needs. Simultaneously educating the client on current/new products, services, and markets.
• Become the client expert by understanding client goals and common areas of discomfort, while adding value to a mutually beneficial client/Pivot Energy partnership.
• Internally communicate client insights, and feedback across various teams and departments by maintaining a Client Tracker, internal state of the client calls, and leveraging Salesforce.
• Serve as an internal and external resource during the implementation of new products/services and the contractual expansion process, by balancing the client's goals and that of Pivot Energy.
• Manage the overall onboarding of new clients, products, and services.
• Schedule and lead regular client meetings to maintain open lines of communication and develop a relationship rooted in mutual trust, product understanding, and collaboration.
• Lead and resolve client issues and risk management both internally and externally by documenting all issues in Client Tracker, completing Client Issue Cases, and Root Cause Analysis when appropriate.
• Manage client contracts, SOW, KPI, and any other custom or key contractual obligations to ensure expectations are well aligned both internally and externally.
• Leverage Salesforce, Smartsheet, HubSpot, Jira, SunCentral, and other internal tools as appropriate resources to manage a portfolio of clients.
• Triage client software bugs/new features, while collaborating with the Software Product Team.
• Support Clients in expanding portfolios through timely communications, project management, proposal writing, risk mitigation, and software demos as appropriate.
  • Project Management
  • Communicate client requests across the organization by sharing key project management items with the appropriate internal stakeholders.
  • Support the Operations team with regular reporting to clients on asset performance and regulatory compliance by coordinating client feedback and initiating creative communications templates.
  • Coordinate Client data with the Accounting team to ensure timely invoicing, accounts receivable, and financial planning.
  • Other special projects or duties as needed to support departmental goals.REQUIRED COMPETENCIES
    • Bachelor's degree in Business, Energy, Communications or similar fields.
    • Proven experience in account management, client management, contract management, and/or relationship management
    • Experience with CRM tools.
    • Strong attention to detail and exceptional communication and organizational skills.
    • Time management and multitasking skills.
    • High emotional intelligence with a strong ability to anticipate client needs, respond to challenging requests with the appropriate tone, and establish internal relationships.
    • Proven track record of cross-department collaboration, issue resolution, and proactive risk management.
    • Welcomes change as an opportunity and capable of managing multiple projects simultaneously.
    • Adept at conflict resolution and comfort working in high-pressure environments.PREFERRED COMPETENCIES
      • Master's degree in Business Communication or Energy sectors preferred.
      • Minimum of 3-4 years of account management or client services experience is preferred
      • Knowledge of the Solar and/or Energy industry.$75,000 - $130,000 a yearCOMPENSATION & BENEFITSThe base salary range for this position is $75,000 - $130,000 depending on relevant experience, along with eligibility for the company's substantial bonus plan, with a target bonus of 30% of annual salary (prorated in first year based on start date).Pivot Energy is dedicated to providing a great work experience for all employees, placing an emphasis on company culture, and a focus on our people. To that end, Pivot offers an outstanding benefits package that includes: - Excellent health/dental/vision insurance benefits with up to 100% of premiums covered by the company - Four weeks of vacation plus employment milestone bonus vacations - Company paid life insurance and short- & long-term disability coverage - Generous parental leave - 401(k) matching (after vesting period) - Work from home stipend for new employees - Public transit reimbursement - PTO for volunteering in the community - Charitable donation matching up to $500/year - Professional development and educational reimbursementsA complete list of all the benefits Pivot offers may be provided upon request.ABOUT PIVOTPivot Energy is a national renewable energy provider that develops, finances, builds, owns, and manages solar and energy storage projects that help decarbonize our nation's electricity, increase equitable access to clean energy for local communities, and provide real cost-savings to American businesses and families.We are fiercely dedicated to accelerating the rapid transition taking place in the energy industry to a more decentralized and cleaner approach to power generation. We are committed to positively contributing to the local communities and people we serve with more than clean energy. We believe global warming poses an existential threat to our planet and that we have a responsibility to help mitigate the threat. Our portfolio includes projects that reduce energy burden for income-limited families, create workforce pathways for under-represented groups within the solar industry, and include robust community investment opportunities.As a and one of , we believe that company success is driven by a healthy environment, thriving society, and workplace where all individuals are respected. We evaluate every internal decision on environmental, social, and governance (ESG) factors to determine if our actions will result in a net positive impact on the community, our employees, customers, shareholders, and the environment. Learn more in our annual .At Pivot, our core values guide our work internally and externally: - Impact - We hold ourselves accountable to having a measurable impact on our people, communities, and the planet - Balance - Put family first; work hard/have fun - Determination - Find ways to be successful no matter how difficult the challenge - Professionalism - Impress everyone we touch, be a team player - Honesty - Be truthful and transparent, externally and internally - Kindness - Create an environment where kindness, empathy, and vulnerability are embracedDIVERSITY, EQUITY, INCLUSION and JUSTICE STATEMENTAt Pivot, we are proactively developing and maintaining an inclusive culture, rooted in mutual respect, that supports a workforce of different generations, races, gender identities, sexual orientations, ability statuses, religions, and cultures to work collaboratively together for greater impact. We seek to build a team that invests in relationship building, celebrates each other's successes, and makes space for the unique contributions and working styles people bring into Pivot.Pivot invests in company-wide trainings, assessments, and programs to advance internal inclusion and equity practices, such as employee allyship building, cross-cultural communications, and equitable hiring and management protocols to increasingly recognize bias and ensure mutual respect and belonging.EEO STATEMENTPivot Energy is an Equal Opportunity Employer and is committed to increasing the diversity of its workforce. We actively work to cultivate an inclusive culture that welcomes, empowers, and enables equitable career growth for employees regardless of background.
        #J-18808-Ljbffr

Keywords: Pivot Energy, Chicago , Manager, Client Partnerships, Executive , Chicago, Illinois