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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer success and program management within a SaaS environment, with strong capabilities in data analysis, reporting, and effective communication. Proficient in configuring utility programs and utilizing AI tools to enhance operational efficiency.
Highest-signal resume keywords
Customer Success ManagementProgram ManagementData AnalysisAI Tool UtilizationSaaS Platform Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Program ConfigurationData Flow ManagementRebate ProcessingProgram ReportingSQL
Soft Skills
Excellent CommunicationOrganizational SkillsDependabilitySelf-Starter
Tools & Technologies
HubSpotBI ToolsSnowflake
Industry Keywords
Utility Efficiency ProgramsDemand Response ProgramsRegulated Industry
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Serve as the day-to-day contact for utility program managers, answering questions and resolving issues
- Lead regular meetings with utility program teams to review performance, plan next steps and maintain alignment
- Configure utility programs on the platform, including rebates, eligibility rules and product categories
- Deliver monthly program reporting with the analyst team
- Write partner updates, launch plans and documentation
- Coordinate program launches and campaigns with marketing and commerce teams
- Use AI to automate recurring reports and workflows
- Keep West Coast utility programs running smoothly during partner business hours
Requirements
What you’ll need- Three or more years in customer success, account management, solutions or program management, ideally with a SaaS platform
- Self-starter and fast learner; take ownership and pick up new systems and domains quickly
- Excellent communicator; explain technical issues in plain language and write actionable updates
- Organized and dependable; manage many moving parts
- Comfortable with technology and data; follow a data flow, configure software and turn numbers into a clear story
- Already use AI tools daily and look for ways to do more with less
- Experience with utility efficiency or demand response programs, or another regulated industry (nice to have)
- Familiarity with rebate processing or program reporting (nice to have)
- Experience with HubSpot, BI tools, Snowflake or SQL (nice to have)
Benefits
Comp & perks- Base $90K to $115K, plus stock options
- Health, dental, vision
- 401(k)
- PTO
- Apple hardware
- Remote in the Pacific or Mountain time zones
- Occasional travel to utility partners and team gatherings
