ESG is a SaaS provider serving competitive retail energy suppliers. As an Account Management Associate, you will support a portfolio of retail energy clients by assisting with renewals, client engagement, account operations, and day-to-day coordination across internal teams.
This role is ideal for someone early in their retail energy or SaaS customer facing career who is detail oriented, eager to learn market fundamentals, and committed to delivering excellent client experience.
Position Responsibilities
Client Support & Relationship Management
- Support Account Managers in maintaining overall account health and client satisfaction.
- Assist in preparing materials for QBRs, roadmap discussions, and executive level communications.
- Build foundational client relationships by serving as a reliable operational point of contact.
- Monitor account engagement metrics and surface potential risks or issues to senior team members.
Renewals, Upsell & Account Operations
- Help prepare renewal documentation, forecasts, and trackers to support GRR/NRR targets.
- Assist in identifying potential upselling and cross-sale opportunities by reviewing usage trends and client needs.
- Support CRM hygiene, including logging activities, updating notes, and maintaining clean, accurate data.
- Participate in the creation of sales quotations and assist with RFIs/RFPs.
- Cross Functional Coordination
- Coordinate with Support, Service Delivery, PMO, Product, and Engineering to help resolve client issues.
- Track open items, follow up on timelines, and ensure stakeholders are aligned.
- Gather and document basic VOC feedback to support product enhancements and internal knowledge sharing.
Energy Market & Product Knowledge Development
- Learn core ESG product functionality and retail energy workflows.
- Develop working knowledge of competitive retail energy supplier operations, major ISOs, and C&I customer considerations.
- Support internal research related to client trends, market changes, or regulatory updates.
- Onsite Engagement
- Participate in periodic onsite client visits with Account Managers to reinforce relationship building and observe renewal or roadmap discussions.
Requirements
- Bachelor’s degree OR equivalent experience.
- 1–2+ years of experience in customer‑facing roles, preferably in SaaS, technology, or energy.
- Interest in U.S. retail energy markets and willingness to build industry expertise.
- Strong written and verbal communication skills.
- Ability to manage multiple tasks, stay organized, and meet deadlines.
- Comfortable learning CRM tools (HubSpot, Salesforce, etc.) and working with data in Excel or dashboards.
- Demonstrated curiosity, coachability, and a desire to grow into full account ownership.
Success Metrics
- Accuracy and timeliness of CRM updates and account documentation.
- Quality and reliability of client communication and follow‑through.
- Contribution to renewal preparation and deal support activities.
- Positive feedback from Account Managers and cross‑functional partners.
- Demonstrated growth in energy market and product knowledge.
