Job Details

About This Opportunity
We are seeking a Customer Success Specialist. In this role, you will be instrumental in driving customer success on Gazebo, our energy performance platform, by building strong relationships and serving as the primary advocate for customer needs. This role combines strategic relationship management with hands-on operational support to ensure customers maximize their platform investment and achieve their energy performance goals.

As a trusted advisor, you'll guide customers from initial onboarding through ongoing platform optimization, creating customized solutions that deliver actionable insights and measurable outcomes. Beyond traditional account management, you'll contribute to organizational excellence by developing standardized processes, coordinating educational events, and ensuring seamless customer experiences across all touchpoints.

What You Will Be Doing:

• Account Management
  
  • Build and maintain strong relationships as the primary point of contact for assigned customer accounts. Coordinate with internal teams to deliver exceptional customer experience and ensure all needs are addressed promptly.
• Customer Onboarding
  
  • Lead new customers through platform setup and integration, ensuring smooth implementation and setting the foundation for long-term success and engagement.
• Data Management
  
  • Oversee accurate collection, organization, and verification of customer data to maintain data integrity and accessibility across systems.
• Dashboard Creation and Analytics
  
  • Create customized reporting dashboards that showcase key performance indicators and analytics tailored to each customer's specific needs. Translate data into actionable insights and strategic recommendations.
• Customer Engagement and Success
  
  • Proactively monitor customer health through regular check-ins, satisfaction surveys, and usage analytics. Collaborate with Customer Success Managers to develop and execute strategies that drive platform adoption and customer outcomes.
• Playbook Support
  
  • Help standardize, optimize, and build out Customer Success team processes and workflows to ensure consistent, high-quality customer experience.
• Learning Event Management
  
  • Coordinate and execute Customer Success Gazebo webinar and learning events, managing the full lifecycle from planning through delivery.
• Revenue Tracking and Invoicing
  
  • Provide team backup support for revenue tracking and invoicing processes, ensuring accurate billing based on contract structure and monitoring platform usage patterns.
• Training and Documentation
  
  • Develop and maintain customer-facing training materials and documentation. Deliver training sessions to help customers maximize their platform proficiency and success.

Reasonable accommodation will be made to enable individuals with disabilities to perform the essential functions of the job.

This is a full-time, exempt position located in Portland OR. We are also open to non-Portland candidates with a willingness to travel regularly.
Minimal travel is anticipated for this role.

Qualifications
Applicants for this role are required to have:

• AA/BA/BS degree in Business, Marketing, Communications or equivalent relevant work experience.
• Minimum of 3+ years of experience in Customer Success, Account Management, Customer Support, or Sales role for B2B SaaS products.
• Multi-account/portfolio management experience.
  Compensation & Benefits
  Our total rewards include competitive pay and excellent benefits. These include health, vision, FSA or HSA options with an employer contribution, life insurance, short- and long-term disability insurance, paid parental leave, 401k retirement plan with a guaranteed 3% contribution, Employee Stock Ownership Program (ESOP), annual cash performance bonus, paid vacation, sick time, and an inclusive, flexible paid holiday policy, wellbeing contribution of $500 for HSA, FSA, or LSA (Lifestyle Spending Account).

The salary range for this position in Portland is $73,920 - $92,400/ year. However, final salary offered may vary depending on non-discriminatory factors such as job-related knowledge, skills and experiences, and geographical location if different than the above.

In alignment with our values and doing better, Cascade Energy celebrates and values diversity as vital for increased creativity and innovation and faster problem solving, and we are committed to providing an environment of mutual respect, free of discrimination and harassment. Learn more about what we do to create a welcoming environment at Cascade by visiting Culture and Belonging | Cascade Energy.

AI Usage During our Recruitment Process

We value doing the right thing and authenticity in our hiring process. All application materials, including resumes, cover letters, and assessments, must reflect your own original work. The use of AI tools including Gemini, Claude, Copilot, ChatGPT, other large language models or generative AI, Grammarly, and resume builders to assist is acceptable only when your personal experiences, voice, and descriptions of your knowledge, skills, abilities, and other qualifications are accurately and meaningfully represented. Submission of work that is not your own or the use of AI impersonation or deepfake simulators during screening calls and videos will disqualify you from consideration.

AAP/EEO Statement

Cascade is an Equal Opportunity Employer; employment decisions are made without regard to race, color, religion and religious practices, sex (including pregnancy, gender expression, and sexual orientation), national origin, age, physical or mental disability, genetic information, or family, marital, or veteran status. To request a reasonable accommodation during the application and interviewing process, please contact the Cascade recruiter. Cascade Energy uses the federal E-Verify system to determine eligibility for work in the United States and conducts post-job offer, pre-employment drug screening.