Summary

Reporting to the Senior Director, Business Development and Client Portfolio Management, the Customer Accounts Manager provides customer service to Cordia's existing customers in addition to supporting the business development team in ongoing sales and growth activities in Cordia's West Region, primarily Phoenix Arizona and San Diego California. For the right individual this position could lead to a higher responsible position in sales and business development.

"We are excited to have you apply for this role. We trust it will be a place where you can learn and grow. Based on the investment and learning curve in this specialized position, we (request) employees in this role to commit to this role and not apply for internal, new roles within Cordia, in the first 2-years of hire."

Principle Responsibilities/Key Results Areas

• Customer service
  • Manage all the existing customers accounts, meet and establish rapport with the customers decision makers and contacts
  • Have a detailed understanding of all the existing customer agreements including the terms and rates
  • Maintain and keep Cordia's CRM (i.e. Salesforce) customer database updated and current with accurate customer account information
  • Work with the region's office managers to resolve any customer's contractual and billing issues
  • Work and coordinate any customer service issues with the region's maintenance and operations teams
  • Work with the senior business development director to formulate a strategy on customer agreement renewals in advance of the agreement's term expiration
• Sales and business development support by
  • Conducting regional market research, identifying, and following up on new customer leads, and providing recommendations on sales opportunities
  • Meeting and presenting Cordia's offerings, products and services to potential customers in Cordia's west region
  • Attending local city government and partnership community development meetings
  • Collaborating with Cordia's corporate marketing department on projects, presentations, and events
• General office and Business Support
  • Assist in conducting billing analysis to identify discrepancies and ensure accuracy
  • Support the annual budgeting process with respect to customers data
  • Create and maintaining customer and business reports to track KPIs
  • Collaborate with the team on ad-hoc projects and other business needs and providing solutions
  • Assist with special projects and initiatives as requested

Experience & Education

• Bachelor's degree in business or related field of study
• Must be proficient in Microsoft Office Products (Excel, Word and Powerpoint)
• Strong communication, interpersonal and presentation skills
• 3 - 4 years' prior customer service, account management and/or business development experience in the energy industry and preferably in district energy systems
• Self-starter, focused, results and goal-oriented

Working Conditions

• Some non-standard working hours as required
• Some out-of-town overnight travel for existing customers and prospective customers visits, company meetings and company and/or vendor training
• This is a hybrid role, preferably in the San Diego market - where we provide a normal office environment, which includes onsite parking
• Requires some overnight travel in Cordia's west region
• Occasionally requires wearing personal protective safety equipment (safety glasses, hard hat, plugs, etc.)
• Occasionally lifting 35 lbs. as appropriate to perform duties and responsibilities.

• San Diego, CA, USA