Client Service Specialist

About the role

The Client Service Specialist will maintain data integrity by setting up sales deals in the CRM platform (EDGEonDemand), preparing bid sheets, contracting, and enrolling customers. This role ensures smooth day-to-day operations by handling correspondence, assisting with data integrity, and providing administrative support to the operations team. The specialist will manage electricity and natural gas accounts in all deregulated territories, facilitate interdepartmental communication, and uphold superior customer service.

The ideal candidate is detail-oriented, highly organized, and thrives in a fast-paced environment. Strong communication skills, multitasking ability, and a proactive approach to problem-solving are essential. Collaboration with team members to streamline processes and improve efficiency is key.

About Environ

Environ is a leading energy management firm helping large commercial and industrial clients reduce carbon emissions and achieve sustainability through building energy efficiency, clean energy procurement, resiliency, regulatory compliance, carbon tracking, and ESG commitments. With roots dating to the early 1990s, Environ serves clients across North America and abroad, including commercial real estate, healthcare, higher education, hospitality, industrial facilities, data centers, and public entities.

Environ manages over $1B in energy contracts, with more than $100M in demonstrated savings for clients. The company is highly acquisitive, recently expanding its portfolio to include carbon tracking and ESG reporting, with additional diversified acquisitions in the pipeline.

Responsibilities

• Assist in developing and implementing operational policies and procedures.
• Maintain accurate records and documentation related to operations activities and databases.
• Manage schedules, appointments, and meetings for leadership (Director-Procurement Operations, Principals, and Director-Energy Markets).
• Handle inquiries and communications from internal and external stakeholders.
• Support the procurement process by liaising with vendors and ensuring data integrity.
• Streamline operational processes and improve efficiency.
• Collaborate with other departments to enhance overall efficiency.
• Contribute to special projects and initiatives aimed at improving operational effectiveness.
• Conduct research and gather data for operational analysis.
• Prepare reports and presentations for management meetings.
• Provide general administrative support to leadership as needed.
• Enhance Operations processes to drive sales success.
• Serve as a liaison to utilities for updates, creating ESIIDs, and resolving permit issues.
• Provide client and stakeholder support: handle inquiries, prepare proposals, nurture supplier relationships, and resolve issues.
• Address additional requests from the Director of Procurement Operations as needed.

Requirements

• Associate’s Degree in administration, operations management, accounting, or a related field (preferred).
• 2+ years of experience in a retail energy provider role (ERCOT and PJM Markets).
• Experience with complex processes and personnel management.
• Experience with EDGEonDemand.com CRM (a plus).

Skills

• Ability to multitask, prioritize, and meet deadlines.
• Excellent communication and interpersonal skills.
• Commitment to professional ethical standards and confident decision-making.
• Strong organizational skills with superior attention to detail.
• Ability to work independently and collaboratively in a team.
• Proficiency in Microsoft Office and other relevant software applications.
• Problem-solving skills and a proactive approach to challenges.
• Flexibility to adapt to changing priorities and deadlines.
• Positive attitude and willingness to learn and grow.

Benefits

• Full-time, hourly position.
• Occasional company-paid travel.
• Full health benefits (medical, dental, vision) with a dental buy-up option.
• 10 company-paid holidays.
• Competitive PTO policy.
• Paid volunteer time off.
• 401k (pre-tax and Roth) with company match.
• Company-sponsored life, AD&D, short-term, and long-term disability insurance.