EnergyElephant

• Conduct customer and internal user research - interviews, surveys, usability testing - and synthesize findings into a clear understanding of user needs, motivations, and friction points that directly inform product direction • Validate that the product is delivering the outcomes customers actually want and carry that evidence into product decisions alongside Technical Product Managers and engineers • Build functioning prototypes in code rather than static mockups, so that ideas can be tested in something close to the real experience - using AI-assisted development tools such as Claude Code to move from insight to a testable build quickly • Produce functioning front-end code where it is the right path to a working result, with a clear handoff point where your output is reviewed by engineering before it reaches production • Define interaction patterns, hierarchy, and visual design directly in the medium customers will use, and iterate based on what testing reveals - holding the standard for accessibility and quality throughout • Collaborate with Technical Product Managers and engineers to align prototypes and builds with technical constraints, product goals, and business outcomes • Contribute to key AI-powered product initiatives, including Bill Capture tooling that extracts and processes utility data, and the Watts AI agent experience.

• Own and manage a book of customer accounts, maintaining regular contact to ensure satisfaction, adoption, and retention • Lead value-based conversations that align EnergyCAP solutions to customer goals and outcomes • Partner closely with Strategic Account Managers (SAMs) to support renewals, adoption goals, and overall account health • Drive customer adoption and renewal readiness by proactively identifying risks, opportunities, and success milestones • Use health scores, usage data, and customer insights to prioritize outreach and drive proactive action • Support net revenue retention by identifying expansion opportunities tied to demonstrated and realized customer value • Act as the voice of the customer internally, collaborating with Product, Onboarding, Implementation, Support, and other teams • Transition customers from Onboarding to ongoing Customer Success, ensuring a smooth, confident, and effective post-sales experience

• Taking full ownership of month-end and year-end close alongside the Controller - with a clear near-term goal of driving the close cycle down to 5 days through process discipline and continuous improvement. • Preparing journal entries and performing account reconciliations with a high degree of precision - you don’t just complete the work, you understand it and stand behind it. • Owning the sales tax process and compliance end-to-end - ensuring accuracy, timeliness, and audit-readiness across all applicable jurisdictions. • Leading a meaningful cleanup and ongoing partnership on revenue recognition - bringing structure, accuracy, and GAAP rigor to a critical area of the business. • Overseeing banking operations and managing AP/AR - keeping cash flow visibility sharp and vendor and customer relationships well-supported. • Delivering clear, insightful financial reports and flux analyses that translate numbers into narratives decision-makers can act on. • Serving as a reliable point of contact for audits, tax projects, and compliance work - bringing calm, preparation, and credibility to every engagement. • Partnering with the Controller to identify and eliminate inefficiencies - streamlining workflows and building accounting infrastructure that scales with the business.

• Build and maintain internal AI agents and automations that handle recurring product team workflows — backlog grooming, release note drafting, customer feedback synthesis, ticket triage, competitive research, and whatever else we can offload to a well-prompted model • Own backlog and roadmap hygiene across Jira and Confluence, using a mix of human judgment and AI-assisted tooling to keep tickets clean, prioritized, and traceable • Run product analytics and reporting — pulling usage data, surfacing trends, and packaging insights for PMs and leadership in formats people will actually read • Coordinate releases and communications, including release notes, internal enablement materials, and customer-facing summaries, with AI doing the first draft and you doing the editorial polish • Train the organization on AI tooling — develop internal playbooks, run "lunch and learn" sessions, and help non-technical teammates get comfortable using Claude, Claude Code, and our internal agents in their daily work • Maintain product documentation in Confluence, keeping our DUX2 space and related areas current, organized, and discoverable • Support customer feedback loops by aggregating signal from Intercom, Fireflies, and other sources into structured insights the product team can act on • Identify opportunities for new automations and prototype them quickly. If you find yourself doing the same thing twice, your next move is to build the agent that does it the third time • Participate in product team rituals — sprint planning, retros, prioritization exercises — and help make them more efficient with the right tooling

• Owning outbound prospecting from the ground up — researching target accounts, identifying the right decision-makers and influencers, and executing high-volume, multi-touch outreach via phone, email, and social media to build consistent pipeline • Partnering closely with Account Executives to develop targeted account strategies and ensure a seamless handoff from qualified opportunity to active deal — you're not just setting meetings; you're setting your AEs up to win • Hitting and exceeding your numbers — with a quota of 12 qualified, sales-accepted opportunities per month, you'll bring structure and discipline to your day: 50+ dials, zero overdue tasks, and a clean pipeline • Becoming a subject matter resource on EnergyCAP's platform and the energy management landscape — so you can speak confidently to business challenges around energy spend, sustainability reporting, and carbon reduction goals • Leveraging modern sales tools — Salesforce, LinkedIn Sales Navigator, Gong, and AI-powered prospecting — to sharpen your research, personalize outreach, and track activity with rigor • Representing EnergyCAP at trade shows and industry events (approximately 10% travel) — building your network and reinforcing your presence in the energy and sustainability space • Participate in regular 1:1s and call reviews with your manager to continuously sharpen your approach, absorb coaching, and accelerate your development toward a Jr AE or Account Management role

• Define, document, and continuously refine service delivery workflows, including standard units of work and operating procedures • Plan and actively manage team capacity and headcount to balance demand across complex, competing priorities • Own and enforce the one (1) business day SLA for all customer-facing tickets, including real-time queue monitoring and corrective action • Ensure delivery commitments are predictable and consistently met through disciplined prioritization and execution • Monitor and report on delivery performance using metrics, dashboards, and operational reviews • Lead performance management, including goal setting, coaching, feedback, and formal improvement plans • Create and reinforce a culture of accountability, ownership, and measurable results • Manage subcontracted service partners, including coordination, performance tracking, and accountability to quality and turnaround standards • Serve as a primary escalation point for customer delivery issues, leading resolution with clarity and cross-functional alignment • Drive continuous improvement initiatives, including process analysis and time/motion studies • Identify and eliminate operational friction to improve throughput, quality, and team sustainability • Design and implement foundational processes and operating rhythms that enable scalable growth • Partner cross-functionally with Sales, Product, and Customer Success to align priorities and expectations • Translate strategy into execution by supporting organizational change and adoption at the team level

• Owning the full new-logo sales cycle — from self-sourced outbound prospecting through close — driving consistent pipeline growth and exceeding quarterly and annual goals • Building trust with VP and C-level decision-makers across public and private sectors, asking the hard questions that uncover real business pain and presenting outcomes, ROI, and strategic value rather than features • Managing complex, multi-stakeholder deals — aligning buying committees across departments, navigating 6–12 month cycles, and coordinating internal teams (sales engineering, BDRs, customer success, and leadership) to drive consensus and close • Becoming an expert in EnergyCAP's software platform — understanding its technical and strategic value to deliver compelling demos, pilots, and ROI cases • Maintaining rigorous sales discipline — keeping a clean pipeline, accurate forecasts, and a structured quarterly plan, while partnering with BDRs on both inbound and outbound opportunities • Leveraging AI and modern sales technology to sharpen prospecting, accelerate research, and improve communication — you'll be expected to demonstrate how you use these tools as part of your process • Representing EnergyCAP at industry events, conferences, and webinars — positioning yourself and the company as thought leaders in energy management and sustainability

• 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

• Provide day-to-day people leadership for two engineering teams, including coaching, 1:1s, feedback, and support for engineers at all levels • Partner closely with Product Management, Architecture, and Technical Leadership to align priorities, planning, and delivery • Facilitate and reinforce effective team practices such as planning, retrospectives, and continuous improvement • Remove blockers and address team-level challenges that impact focus, morale, or delivery • Own hiring, onboarding, performance reviews, and promotion recommendations for engineers on your teams • Reinforce Agile@EnergyCAP ways of working, collaborating with the Director of Engineering on change initiatives • Support major product initiatives by aligning team execution with technical direction and business priorities • Build and mature high-performing, long-lived teams through intentional hiring, onboarding, and team design • Drive targeted improvements in delivery, collaboration, and sustainability based on team feedback and outcomes • Lead resolution of complex team challenges or escalations requiring focused leadership and coordination

• Own Bill Retrieval and Bill Review workflows end to end, defining inputs, outputs, handoffs, and accountability across internal teams and BPO partners. • Establish and maintain clear standards of work by documenting workflows, standard units of work, and operating procedures. • Plan and manage delivery capacity and prioritization to meet demand across complex, high-volume billing workflows with minimal backlog and rework. • Monitor and manage delivery performance through metrics, reviews, and operational reporting to ensure commitments are predictable and met. • Lead team performance and accountability, including goal setting, coaching, feedback, and formal performance improvement plans when needed. • Partner closely with BPO leaders to manage day-to-day execution, performance expectations, issue resolution, and shared accountability models. • Lead rollout and adoption of process changes across internal teams and BPO partners, including communication, training coordination, and adherence tracking. • Drive continuous improvement initiatives through process analysis, efficiency efforts, and sustained change adoption. • Serve as an escalation owner for billing-related delivery issues, ensuring clear communication and timely resolution aligned with stakeholders. • Stand up and stabilize billing workflows, including defining operating models, success metrics, and escalation paths. • Implement standard units of work and time-and-motion studies to improve predictability and throughput. • Lead efficiency and capacity optimization initiatives without increasing headcount. • Design and roll out service delivery operating rhythms and performance frameworks. • Support organizational change initiatives by translating strategy into executable delivery plans. • Ensure long-term workflow maturity, sustaining improvements rather than delivering one-time fixes.