Client Success Manager | HVAC

Client Success Manager | HVAC / Engineering Experience

NYC (Onsite) | $95K-$120K Equity

About the Company

Our client is building the next-generation operating system for commercial HVAC, Electrical, and Plumbing suppliers and subcontractors. Their V1 quoting product has scaled to 500 quotes per day, and they’ve doubled annual recurring revenue in the first six weeks of 2026 alone. Fresh off a $14M Series A backed by top construction-tech investors, they’re entering their next phase of growth and expanding their Client Success team.

You’ll work directly with the Client Success, Product, and Sales teams to support clients and help build the systems that will define the company’s CS motion. They are transforming the $250B HVAC industry with AI-native software, an industry still largely untouched by modern tools. This is a chance to get in early and help shape the future of a massive market.

Their first product is already live and scaling quickly. To continue delivering the exceptional support that has fueled their growth, they are investing in the people and processes that will define the customer experience as they onboard thousands of users over the next 1-2 years.

The Role

With the product now in-market and adoption accelerating, the company is focused on maintaining the exceptional client support that has been core to its growth. As they add more clients and onboard thousands of users over the next 1-2 years, they are hiring a Client Success Manager to help manage and grow client relationships at all levels.

You’ll work directly with the Client Success, Product, and Sales teams to support clients and build the systems that will define the Client Success function. You’ll help translate strategy into execution and play a critical role in scaling the CS team. This role is ideal for someone who thrives in fast-paced, high-pressure, high-upside environments, is comfortable with ambiguity, and is obsessive about follow-through.

Client Success Manager (Post-Implementation & Growth)

This is not a traditional CSM role.

The Implementation team owns onboarding. This person will take full ownership of the client relationship post-handoff, driving adoption, solving day-to-day problems, and ensuring clients get real value from the platform in their workflows.

You’ll be part operator, part problem-solver, and part product feedback loop. You’ll work directly with clients, the CS team, Sales, Product, and Engineering to make sure the software works in the real world and improves continuously.

This role is high intensity, high ownership, and high upside. If you’re looking for a highly structured, low-pressure CS role, this is not it.

What You’ll Do

• Own the client relationship after implementation, from initial handoff through long-term success
• Act as the primary point of contact for clients while managing a book of business
• Drive product adoption and ensure clients are fully leveraging the platform in their workflows
• Troubleshoot issues in real time and keep clients unblocked
• Build strong relationships with stakeholders across client organizations, from operators to leadership
• Identify opportunities for account growth, usage expansion, and renewals
• Manage and mitigate risk through proactive outreach and effective escalation management
• Partner closely with Product and Engineering to surface feedback and improve the platform
• Maintain CRM, client messaging, and ticketing systems with high attention to detail
• Build and refine the playbooks that will scale the Client Success function

A Typical Day Might Look Like

• 20-30 inbound client messages across phone, email, and chat
• 4-6 live calls with clients across adoption, troubleshooting, and relationship management
• Working directly with Product and Engineering to resolve issues
• Helping a client deepen usage across additional teams or branches

What Success Looks Like

• 2 Weeks: You understand the product, client workflows, and the handoff process from Implementation
• 30 Days: You’re independently managing client communication and handling day-to-day issues
• 60 Days: You own client relationships, drive adoption, and proactively identify and execute on growth opportunities

Who You Are

• 2 years in a technical or operational role within the commercial HVAC / mechanical industry (examples: Estimating, Project Management, or MEP Design)
• HVAC industry familiarity is required, including a strong understanding of the takeoff process
• You take pride in solving real problems for real people
• You are passionate about client relationships and driving value
• You move fast and follow through
• You’re comfortable with ambiguity and figuring things out on the fly
• You communicate clearly and confidently with clients at all levels
• You’re energized by being close to the action, not sitting behind dashboards

Nice to Have

• Experience in client success, account management, or sales
• Startup experience in a high-growth, high-pressure environment
• Experience managing ongoing client relationships post-implementation
• Familiarity with CRM or ticketing systems

Compensation & Benefits

• Base Salary: $95K-$120K depending on experience
• Equity: Meaningful equity grant, commensurate with experience
• Benefits: Medical, dental, and vision coverage
• Perks: Free lunches and dinners

This is a full-time, onsite role based in NYC’s Flatiron District, steps from Madison Square Park and Union Square. You’ll work side-by-side with a high-performing team, solving real problems in real time, and helping shape the future of an industry that has largely been untouched by AI.