Customer Success Representative
On-site · Canada
Core
Guide homeowners through the electrification journey from sign-on to installation, ensuring seamless paperwork, approvals, and project execution.
Role type
Customer Success Representative
Builds
Home electrification systems (heat pumps, etc.) for North American homeowners
Domain
Sustainable energy / Home electrification
Deliverable
client delivery
Required skills
Customer success, Account management, Sales, CRM systems, Scheduling management, Multi-channel communication (phone, email, video), Project tracking
Preferred skills
Startup environment experience, AI curiosity
Technologies
Google Meet, HubSpot, Salesforce, CRM systems
Responsibilities
Manage scheduling for walk-throughs and installations; Handle requotes with field service and sales; Proactively follow up pre-installation; Maintain internal team communication; Track milestones in CRM