Customer Success Associate

Summary

AGent Energy is building a software platform that uses AI to optimize distributed generation resources and support energy reliability, economics, and sustainability. The Customer Success Associate will manage customer onboarding and ongoing communication from sales handoff through go-live and dispatch events, while coordinating information, tracking progress, monitoring issues, and maintaining customer records.

Responsibilities

• Support the handoff from Sales on each new customer, and track what information we have and what's still missing
• Help prepare the team for kickoff calls, and run kickoffs using our standard deck as you ramp up
• Collect site, generator, and contact details from customers, and follow up until we have everything we need
• Track sites from kickoff to go-live, and keep customers, field engineers, and the AGent team updated on dates and next steps
• Send customer communications around dispatch events, tests, and market programs, and help the dispatch lead with customer outreach during events
• Watch site health alerts and follow up with customers and field engineers until issues are resolved
• Answer day-to-day customer questions, and bring in the right teammate when something needs to be escalated
• Keep HubSpot, meeting notes, and action items current so anyone on the team can pick up where you left off
• Suggest improvements to our onboarding checklist and customer materials based on what you see

Skills

• At least 1 year in a customer-facing role such as customer success, account management, client services, or project coordination. Internships and relevant school or volunteer work count
• Clear, friendly communication with customers on calls and in writing
• Strong organization. You can track many customers and tasks at once without dropping details
• Reliable follow-through. You close the loop without being chased
• Curiosity and the ability to learn quickly, especially technical and market topics that are new to you
• You are authorized to work in the US without employer sponsorship, now or in the future
• A degree is welcome but not required
• Interest in or exposure to energy, climate, or utilities
• Experience with HubSpot or another CRM
• Experience at a startup or on a fast-growing team
• You catch the detail others miss and follow up before it becomes a problem
• You take initiative and don't wait to be told what's next
• You ask questions when something doesn't make sense
• You stay calm when a lot is moving at once, including during a dispatch

Qualifications

Must Haves

• At least 1 year in a customer-facing role such as customer success, account management, client services, or project coordination. Internships and relevant school or volunteer work count
• Clear, friendly communication with customers on calls and in writing
• Strong organization. You can track many customers and tasks at once without dropping details
• Reliable follow-through. You close the loop without being chased
• Curiosity and the ability to learn quickly, especially technical and market topics that are new to you
• You are authorized to work in the US without employer sponsorship, now or in the future
• A degree is welcome but not required

Nice to Haves

• Interest in or exposure to energy, climate, or utilities
• Experience with HubSpot or another CRM
• Experience at a startup or on a fast-growing team
• You catch the detail others miss and follow up before it becomes a problem
• You take initiative and don't wait to be told what's next
• You ask questions when something doesn't make sense
• You stay calm when a lot is moving at once, including during a dispatch

Benefits

• Performance bonus
• Early-stage equity
• 100% employer-paid Health, Dental, and Vision premiums for full-time employees
• Two health plan options: traditional plan with FSA, or HDHP with company-funded HSA
• Basic Term Life Insurance + voluntary insurance options
• Flexible PTO
• Fully remote — work from anywhere in the U.S.
• Direct access to the founding team and real ownership of your work from day one
• A front-row seat to the energy transition