Customer Success Manager

About This Role
We’re looking for a Customer Success Manager to own and scale relationships across a rapidly growing portfolio of customers as we build a new kind of energy company from the ground up.

You will manage a high volume of SMB and Mid-Market customers while operating with a strategic, ownership-driven mindset—balancing execution at scale with the ability to drive meaningful outcomes for each account. This is not a traditional "maintenance" CSM position. Instead, you will serve as a Trusted Energy Advisor, with direct responsibility for ensuring customers achieve measurable savings, fully grasp the value we provide, and view David Energy as their long-term, energy partner.

This role is critical to delivering on our “Beat the Utility” promise and laying the foundation for long-term retention and expansion. You’ll play a key role in turning early customer wins into repeatable success, helping define how Customer Success operates as we scale to hundreds—and eventually thousands—of locations.

You’ll operate at the intersection of customer strategy, operations, and product—partnering closely with Sales, Fulfillment, and Product to ensure a seamless customer experience. As a trusted advisor, you’ll not only manage relationships, but also translate complex energy data into clear, actionable insights that drive customer decisions.

If you’re excited to own outcomes, build processes from the ground up, and have a direct impact on how businesses consume energy, this role offers a unique opportunity to shape both the customer experience and the future of the grid.

What You'll Do
Own a portfolio of customers, driving onboarding, deployment, and ongoing account management
Build deep, trust-based relationships with stakeholders across multiple levels and personas
Translate data into clear, compelling narratives that demonstrate value and drive decision-making
Manage multiple concurrent customer deployments, timelines, and internal/external stakeholders
Identify and eliminate inefficiencies across onboarding, deployment and account management workflows
Partner cross-functionally (Sales, Operations, Product) to ensure seamless handoffs and execution
Proactively identify risks, solve problems, and drive issues to resolution independently
Identify customer experience risks (e.g., churn) or opportunities (e.g., expansion) within the customer base, and collaborate with sales to drive retention and expansion.
Actively shape and evolve our Customer Success strategy as we scale

What Success Looks Like
Customers consistently realize and understand the value of our “Beat the Utility” product
Seamless onboarding and deployment across a high volume of locations
Strong retention and expansion across your portfolio
Clear, data-driven written and verbal communication that builds trust with customers and internal teams
Tangible improvements to CS processes and cross-functional workflows as we scale
What We're Looking For
Proven Customer Success operator with 4+ years in CS or a client-facing B2B role, and a track record of driving measurable results and deepening customer relationships
Exceptional communicator and storyteller who can translate data into clear, compelling narratives for a wide range of stakeholders
Relationship-driven and customer-obsessed, with the ability to engage diverse personas, build trust quickly, and align to customer goals with empathy
Highly organized project manager who can manage a high volume of accounts, juggle competing priorities, and drive execution across multiple stakeholders
Builder mindset, comfortable in ambiguity and energized by creating, refining, and scaling processes alongside a growing revenue org
Growth-oriented team player who takes ownership, leans in and collaborates effectively to serve the wider goals of the organization
Intellectually curious and motivated to learn the energy space quickly, with excitement for contributing to a mission-driven, high-impact industry