Marketplaces - Client Success Manager II

Franklin Energy is redefining the clean energy future as the only integrated provider of comprehensive solutions, combining unmatched expertise in strategic consulting, program delivery, product solutions, and design/build services. Powered by our advanced AI-driven technology platforms, we deliver seamless, tech-driven support across the entire energy service ecosystem to accelerate impactful change and ensure an unmatched customer experience. Since 1994, Franklin Energy has been a trusted partner in protecting communities and our planet, paving the way for a sustainable future for all. Learn more at www.franklinenergy.com and join us in leading the clean energy revolution.

Position Summary

The Client Success Manager (CSM) II is responsible for managing Utility and Energy Service Company accounts, maintaining long term relationships while delivering sales and profitability targets.  The Client Success Manager II is responsible for protecting the company’s share position, identifying opportunities for sales and margin growth, and providing guidance to leadership and other internal functions to help align company resources in a way that creates value for the company and its strategic accounts.

The Client Success Manager II falls into the Client Success Manager family of roles which also contain Client Success Manager I and III.

The Client Success Manager family supports the company’s e-commerce, education, and transactional business channels.

ESSENTIAL DUTIES AND RESPONSIBILITIES

This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

• Owns or assists utility client facing relationship (eCommerce, Products & Incentives) for assigned Accounts measured by KPIs and/or program goals.
• Working with Operational Support, assists w/ internal project plans to drive client success. 
• Understands and follows SLA set for client.
• Leads weekly/month check ins with clients.
• Meet client program goals including financial targets and milestones for the program.
• Responsible for forecasting products and Operating Plan labor hours that tie to client goals and SOW commitments.
• Become the liaison with cross-functional internal teams (including Operations, Customer Service, Marketing, IT and Finance departments) to improve the entire customer experience.
• Establish and strengthen customer relationship; be seen as a trusted advisor. 
• Drive Quarterly Business Review meetings with Clients to ensure successful relationship, identify problems, and drive new business opportunities. 
• Demonstrate a thorough understanding of customer needs and requirements; and appropriately position company’s value proposition with viable solutions to meet your customer’s needs. 
• Identify, investigate, track trends, and implement solutions, including the customer’s unmet needs.
• Work with channel lead, Sales, Business Development, and other leaders create responses to program quote requests, RFPs, and statements-of-work. CSM II’s are expected to have the skills to be an active participant in the creation of these and similar documents.
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
• Resolve any issues and problems faced by customers and deal with complaints in a timely manner to maintain trust.
• Understand and align to the market drivers and strategy of key clients, while also providing feedback to the management team that will help inform the company's strategies for growth, with a focus on growing and developing existing client business.
• Establish meeting schedules with the client and internal stakeholders for (quarterly or periodic) review and reporting. 
• Assisting with challenging customers’ requests or issues escalations as needed
• The CSM II role is expected to mentor CSM I and newer CSM II colleagues to support those staff members’ knowledge of the program and/or channel workflows and general client management skills.

Position Requirements

Education and Experience

• Bachelor’s degree or equivalent work experience
• 5-7 years’ related experience required, such as Account, Client Success, or Program Management and working directly with clients. 
• Previous experience preferred in building relationships and expanding growth through sales within the utility/energy industry, or complex matrix organizational clients, demonstrating effectiveness in penetrating higher levels (manager & director) of key influencers. Ideally candidate comes with experience in the energy efficiency sector.
• Has experience driving toward an internal sales goal which variable compensation is tied to.
• Has demonstrated experience in both selling and closing new clients and selling/building out an assigned portfolio of existing clients. 
• Previous experience with a CRM sales tool.

Required Skills, Knowledge, and Abilities

• Goal oriented driving results to be successful.
• Strong, professional communication skills including both verbal and written communication.
• Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
• Ideally candidate comes with experience in the energy efficiency sector.
• Results Oriented - Finds ways to overcome challenges and obstacles so that assignments are completed, and goals are met. Takes pride in work and encourages others to do the same. Effectively balances quality, service, and productivity while taking ownership.
• Interpersonal Effectiveness- establishes and maintains professional relationships by demonstrating respect for and sensitivity towards others.
• Planning – the ability to establish and prioritize tasks and objectives to manage time and resources appropriately.
• Presentation Skills (intertwined communication skills) - is effective in a variety of presentation settings from 1x1 to larger groups in managing group process and course correct as needed. 
• Functional/Technical Knowledge- applies knowledge and skills related to the work processes and operations to perform specific tasks. Possesses the “know how” to perform all parts of the job successfully.

• Committed to diversity and inclusion.
• Reliable transportation

Licenses & Certifications

• Valid driver’s license

Compensation & Benefits: 

Franklin Energy reasonably expects the starting salary for this position to fall between $75,000.00 and $95,000.00 annually. The final offer will be determined based on relevant experience, skills, qualifications, internal equity, geographic location, and business needs. Franklin Energy offers a comprehensive benefits package, including medical, dental, and vision coverage; retirement benefits; paid time off; paid holidays; and other company-sponsored benefits and programs.

Travel Requirements 

• Willingness to travel up to 25%

Note: Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position.

The above information describes the general duties and requirements necessary to perform the principle functions of the position. This shall not be construed as a detailed description of all the duties and requirements that may be necessary in this position.

An Equal Opportunity Employer

Safety -Sensitive Role Addendum:

Because many roles at Franklin Energy involve regulatory compliance, safety responsibilities, or professional licensing requirements, it is critical that interview responses reflect the candidate’s direct knowledge and experience. Misrepresentation of technical or safety qualifications may result in immediate removal from consideration.

Notice Regarding Automated Tools:
We may use automated or AI-assisted tools as part of our candidate evaluation process to assess job-related skills and qualifications. These tools are intended to support fair and consistent review and do not replace human judgment in hiring decisions. All evaluations are conducted in accordance with applicable local, state, and federal laws.