Account Manager (Customer Success)

Client Success Manager (Utility Billing / Property Services)

Location: Jacksonville, FL

Job Type: Full-Time

Compensation: $60,000-$70,000 plus annual bonus

Remote/Onsite Option: In-person M-F, option to work remotely 2 days per month

About Us:

Oates Energy is a fast-growing utility submetering and billing solutions provider serving residential and commercial properties. We deliver tech-enabled utility cost recovery, streamline operations for our clients, and ensure residents are billed fairly and accurately. As we continue to expand, we’re looking for a driven and detail-oriented Client Success Manager to join our dynamic team.

Position Overview:

The Client Success Manager will play a critical role in handling property accounts — from onboarding new customers and coordinating utility billing launches to maintaining long-term relationships and identifying growth opportunities. This is a high-impact role for someone who thrives in a fast-paced environment, enjoys problem-solving, and wants to grow with a company at the forefront of utility innovation.

Key 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

Qualifications:

• 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
• Bachelor’s degree preferred

Why Join Us?

• Competitive salary and benefits package
• Opportunities for growth and advancement in a thriving industry
• Collaborative and supportive team environment
• Work that makes a real impact in utility efficiency and cost recovery

If you're a proactive, client-focused professional looking to build a long-term career, we want to hear from you!

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance