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CLIENT SUCCESS SPECLST -REMOTE

Remote role Full-time Open position

Client Success Specialist – UEM About the Role The Client Success Specialist – UEM supports clients using our Utility Expense Management (UEM) services. This role is responsible for managing day-to-day client relationships, ensuring accurate execution of services, and providing proactive support to maintain strong client satisfaction and retention. This position is ideal for someone who is detail-oriented, client-focused, and comfortable working cross-functionally to resolve issues and deliver a consistent client experience. Key Responsibilities Client Support & Engagement • Serve as the primary point of contact for assigned UEM clients • Manage ongoing client requests, questions, and service needs • Provide proactive communication to ensure clients understand processes, timelines, and expectations • Support renewals and retention efforts through consistent engagement Service Coordination & Issue Resolution • Partner with Billing, Operations, and internal teams to resolve client issues • Monitor account activity to identify and escalate risks or service concerns • Ensure accurate documentation of client interactions and updates Operational & Administrative Support • Maintain accurate client records, notes, and documentation • Follow established SOPs and contribute to process improvements • Support reporting related to client health, trends, and performance Qualifications • Bachelor’s degree or equivalent experience • 5+ years of experience in Client Success, Account Management, Customer Support, or a related field • Strong attention to detail and organizational skills • Clear written and verbal communication skills • Experience supporting utility billing, UEM, SaaS, or operational services preferred Work Environment • Fully remote • Prolonged periods of computer-based work • Regular written and verbal client communication Compensation Salary range will be based on experience and qualifications.

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