EnergyCAP, LLC

Role Description The Managed Services Specialist plays a vital role in delivering accurate, timely, and high-quality Managed Services to EnergyCAP customers. This position is ideal for someone who enjoys analytical work, problem-solving, and working in a structured, SLA-driven environment. You’ll directly influence customer satisfaction, data quality, and the operational value that EnergyCAP provides. In this role, you will ensure clean and complete utility bill data—fueling reporting, audit workflows, bill payment processes, and customer decision-making. The ideal candidate is detail-oriented, collaborative, and confident communicating with both customers and utility vendors. You will become a trusted partner to our customers and a key contributor to one of EnergyCAP’s core revenue-generating teams. What You’ll Do - Resolve audit flags and kickouts quickly and accurately to maintain clean billing data. - Retrieve all missing utility bills from vendors and provide clear, timely status updates to customers. - Run and deliver recurring reports (Missing Bills, Flag Reports, Kickouts, Bill & Batch Spreadsheets) with precise filtering and on-schedule delivery. - Support monthly Bill Pay workflows by ensuring all approved bills are complete and accurate ahead of payment runs. - Participate in customer status meetings, communicating bill activity, data quality issues, and progress updates. - Document processes, updates, and bill statuses thoroughly to ensure transparency and continuity across the team. - Set up new customer onboarding workflows for audits, retrieval, and Bill Pay activities. - Maintain and improve Managed Services documentation within Confluence. - Contribute to process improvement initiatives that streamline audits, kickouts, retrieval, and bill payment workflows. - Support special projects involving customer data cleanup, bulk audit review, or other operational needs. Qualifications - Experience in utility billing, AP/AR, fintech, data processing, or operations that support success in accuracy-driven, structured workflows. - Ability to work within SLA-driven environments while managing recurring deadlines across multiple customers. - Strong customer-facing communication skills that enable clear, professional interactions with customers and vendors. - Familiarity with CRM systems, workflow tools, or ticketing platforms, with the ability to learn new systems quickly. - Understanding of bill processing workflows, including audits, kickouts, and bill import validation. - Ability to interpret utility bills, meters, rates, and billing data with precision and attention to detail. - Effective communication and coordination abilities that support vendor outreach and clear, consistent updates. - Working knowledge of EUM, DataCAP, CSV editing, and data review tools, or the ability to learn them quickly. - High attention to detail and accuracy to ensure strong data quality. - Ability to prioritize work and meet deadlines across multiple customers and recurring cycles. - Analytical and problem-solving skills to investigate and resolve billing or data issues. - Ability to work independently and collaborate across teams, especially with CAPture Services and Customer Success. - Adaptability and resilience in a constantly evolving operational environment. - Associate or Bachelor's degree preferred, or equivalent relevant experience. Benefits - 100% company-paid Health, Dental & Vision coverage for you, plus competitive cost-sharing for your family. - Company-paid Life & LTD Insurance for peace of mind. - Adoption Grants and paid leave to support your growing family. - Wellness program offerings designed to strengthen your physical and mental health and overall well-being. - 401(k) with a 3% company match—helping you plan confidently for the future. - Monthly Connectivity Stipend so you can work seamlessly from anywhere. - Emergenetics Development Program to help you understand and leverage your strengths. - Tuition Assistance to fuel your continued learning and career growth. - Flexible Time Off so you can recharge and enjoy life outside of work. - A remote-first workplace that offers balance and flexibility, with the option to connect in-person at our offices. - Charitable contributions & matched giving to amplify your impact. - Paid community service hours—because giving back matters.

Role Description EnergyCAP is looking for a Strategic Account Manager to own and grow revenue across an established portfolio of customer accounts. This role is critical to our continued growth because it is responsible for the customer relationship and revenue after the initial sale, ensuring retention, identifying expansion opportunities, and maintaining a healthy and predictable pipeline aligned to ARR goals. In this role, you’ll be a trusted customer partner and the main point of accountability for renewals, retention, and expansion across your book of business. You’ll collaborate cross-functionally to deliver an outstanding customer experience while managing pipeline, renewals, customer risk, and long-term account growth. Success in this role means consistently delivering revenue outcomes through strong customer relationships, disciplined execution, and proactive account management. What You’ll Do - Manage and grow assigned customer accounts through proactive engagement that drives retention, satisfaction, and long-term value. - Own account revenue by delivering consistent performance against ARR and quota targets through renewals and expansion execution. - Build and manage pipeline within your accounts by identifying, qualifying, and advancing upsell/cross-sell opportunities. - Support renewals end-to-end including timelines, customer communication, negotiation support, and internal coordination to ensure on-time renewal completion. - Maintain accurate CRM data and forecasting visibility across pipeline, renewals, account status, and revenue expectations. - Lead strategic account planning and quarterly business reviews to track goals, align on outcomes, and uncover additional growth opportunities. - Partner cross-functionally with Sales, CSM, Support, Marketing, RevOps, and Finance to resolve customer needs and drive customer and business outcomes. - Support strategic initiatives and priority projects including complex renewals, multi-year agreements, pricing or contract updates, and process improvement efforts. Qualifications - 2–3 years of sales-related experience (BDR, Account Manager, AE, or similar), preferably in a B2B and/or consultative sales environment. - Experience managing a portfolio of customer accounts and owning ongoing customer outcomes. - Proven ability to support renewals, retention, and revenue growth through disciplined execution and relationship management. - Strong written and verbal communication skills, including confidence working with decision-makers and handling difficult conversations. - Ability to build trusted customer relationships through proactive engagement, expectation setting, and strong follow-through. - Strong organization, time management, and prioritization skills with the ability to manage a high-volume book of business. - Experience using CRM tools and sales processes to manage pipelines, track performance, and forecast accurately. - Ability to collaborate cross-functionally and align internal teams to deliver customer success and revenue results. - Ownership mindset and adaptability, with the ability to work through ambiguity and consistently deliver results. - Associate degree required (bachelor's degree preferred). Preferred Qualifications - SaaS and/or subscription-based business experience. - Experience managing long-term customer relationships (1+ year lifecycle). - Experience with contract management, renewals, and expansion conversations including multi-year agreements or pricing changes. Success in This Role Looks Like - Consistently meeting or exceeding ARR and quota targets through strong pipeline management, renewals, and account expansion. - Strong retention and on-time renewals, with proactive identification and mitigation of customer risk. - Trusted, strategic customer partnerships, serving as a key point of contact and revenue owner. - A healthy and predictable pipeline, supported by accurate forecasting and clear visibility into revenue outcomes. - Strong customer adoption and value realization, ensuring customers see outcomes and long-term success. - High internal alignment and collaboration, contributing to a consistent customer experience and positive business results. Pay Range $70,000 - $80,000 annual base salary. $130,000 - $140,000 OTE. Pay is commensurate with experience, knowledge, skills, and abilities. Benefits - 100% company-paid Health, Dental & Vision coverage for you, plus competitive cost-sharing for your family. - Company-paid Life & LTD Insurance for peace of mind. - Adoption Grants and paid leave to support your growing family. - Wellness program offerings designed to strengthen your physical and mental health and overall well-being. - 401(k) with a 3% company match—helping you plan confidently for the future. - Monthly Connectivity Stipend so you can work seamlessly from anywhere. - Emergenetics Development Program to help you understand and leverage your strengths. - Tuition Assistance to fuel your continued learning and career growth. - Flexible Time Off so you can recharge and enjoy life outside of work. - A remote-first workplace that offers balance and flexibility, with the option to connect in-person at our offices. - Charitable contributions & matched giving to amplify your impact. - Paid community service hours—because giving back matters. Company Description EnergyCAP is a proud equal opportunity employer, committed to hiring and developing individuals from diverse backgrounds and experiences. We value and consider applications for all qualified candidates without regard to actual or perceived race, color, religion, national origin, sex, gender, age, marital status, personal appearance, sexual orientation, gender identity or expression, family responsibilities, disability, medical condition, enrollment in college or vocational school, political affiliation, military or veteran status, citizenship status, genetic information, or any other basis protected by federal, state or local law. EnergyCAP will reasonably accommodate qualified individuals with disabilities in accordance with applicable law. If you are in need of an accommodation in order to submit your application, please email HR@energycap.com. Please click HERE to view the mandatory Federal Applicant Laws that apply to your employment rights. Note: We are currently not sponsoring VISAs.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Managed Services Specialist plays a vital role in delivering accurate, timely, and high-quality Managed Services to EnergyCAP customers. This position is ideal for someone who enjoys analytical work, problem-solving, and working in a structured, SLA-driven environment. You’ll directly influence customer satisfaction, data quality, and the operational value that EnergyCAP provides. In this role, you will ensure clean and complete utility bill data—fueling reporting, audit workflows, bill payment processes, and customer decision-making. The ideal candidate is detail-oriented, collaborative, and confident communicating with both customers and utility vendors. You will become a trusted partner to our customers and a key contributor to one of EnergyCAP’s core revenue-generating teams. What You’ll Do - Resolve audit flags and kickouts quickly and accurately to maintain clean billing data. - Retrieve all missing utility bills from vendors and provide clear, timely status updates to customers. - Run and deliver recurring reports (Missing Bills, Flag Reports, Kickouts, Bill & Batch Spreadsheets) with precise filtering and on-schedule delivery. - Support monthly Bill Pay workflows by ensuring all approved bills are complete and accurate ahead of payment runs. - Participate in customer status meetings, communicating bill activity, data quality issues, and progress updates. - Document processes, updates, and bill statuses thoroughly to ensure transparency and continuity across the team. - Set up new customer onboarding workflows for audits, retrieval, and Bill Pay activities. - Maintain and improve Managed Services documentation within Confluence. - Contribute to process improvement initiatives that streamline audits, kickouts, retrieval, and bill payment workflows. - Support special projects involving customer data cleanup, bulk audit review, or other operational needs. Qualifications - Experience in utility billing, AP/AR, fintech, data processing, or operations that support success in accuracy-driven, structured workflows. - Ability to work within SLA-driven environments while managing recurring deadlines across multiple customers. - Strong customer-facing communication skills that enable clear, professional interactions with customers and vendors. - Familiarity with CRM systems, workflow tools, or ticketing platforms, with the ability to learn new systems quickly. - Understanding of bill processing workflows, including audits, kickouts, and bill import validation. - Ability to interpret utility bills, meters, rates, and billing data with precision and attention to detail. - Effective communication and coordination abilities that support vendor outreach and clear, consistent updates. - Working knowledge of EUM, DataCAP, CSV editing, and data review tools, or the ability to learn them quickly. - High attention to detail and accuracy to ensure strong data quality. - Ability to prioritize work and meet deadlines across multiple customers and recurring cycles. - Analytical and problem-solving skills to investigate and resolve billing or data issues. - Ability to work independently and collaborate across teams, especially with CAPture Services and Customer Success. - Adaptability and resilience in a constantly evolving operational environment. - Associate or Bachelor's degree preferred, or equivalent relevant experience. Benefits - 100% company-paid Health, Dental & Vision coverage for you, plus competitive cost-sharing for your family. - Company-paid Life & LTD Insurance for peace of mind. - Adoption Grants and paid leave to support your growing family. - Wellness program offerings designed to strengthen your physical and mental health and overall well-being. - 401(k) with a 3% company match—helping you plan confidently for the future. - Monthly Connectivity Stipend so you can work seamlessly from anywhere. - Emergenetics Development Program to help you understand and leverage your strengths. - Tuition Assistance to fuel your continued learning and career growth. - Flexible Time Off so you can recharge and enjoy life outside of work. - A remote-first workplace that offers balance and flexibility, with the option to connect in-person at our offices. - Charitable contributions & matched giving to amplify your impact. - Paid community service hours—because giving back matters.