Customer Success & Revenue Operations

About This Role

About EnergyBox

EnergyBox is a growing IoT and B2B SaaS company helping multi\-site businesses remotely monitor, manage, and optimize their facilities.

Our platform combines smart thermostats, environmental sensors, equipment monitoring, and cloud\-based analytics to provide real\-time visibility into building performance. We help customers reduce energy costs, improve equipment reliability, and protect critical operations across hundreds of locations nationwide.

Our customers include national restaurant brands, convenience stores, healthcare providers, laboratories, and other multi\-location businesses that rely on our technology every day.

We're a collaborative team that values initiative, practical problem\-solving, and continuous improvement. As we grow, we're looking for someone who wants to help shape how we support customers and build scalable commercial operations.

About the Role

This is a high\-impact role that combines Customer Success, Revenue Operations, and Sales Operations.

You'll manage a portfolio of strategic customer accounts while partnering closely with company leadership to strengthen the systems, processes, and reporting that support our commercial organization.

You'll have the opportunity to refine existing processes, build new ones where needed, and help create a scalable foundation for future growth. This role offers a balance of customer engagement, operational improvement, and strategic collaboration.

If you enjoy improving how businesses operate, building strong customer relationships, and creating efficient processes, you'll find plenty of opportunities to make a meaningful impact.

Responsibilities

Customer Success

• Manage a portfolio of B2B customer accounts and serve as their primary point of contact.
• Develop trusted relationships with customer stakeholders.
• Conduct regular business reviews and customer check\-ins.
• Drive customer retention and renewals.
• Identify opportunities for account growth and expansion.
• Coordinate with Operations, Product, and Support teams to ensure successful customer outcomes.
• Monitor customer health and proactively address potential risks.

Revenue Operations \& Sales Support

• Help improve and scale our customer lifecycle from prospect through renewal.
• Develop and document repeatable workflows, playbooks, and standard operating procedures.
• Maintain CRM accuracy and reporting within Zoho CRM.
• Support pipeline management, forecasting, proposals, renewals, and sales reporting.
• Build dashboards and reports using Google Sheets and Google Workspace.
• Partner with leadership on revenue planning and operational initiatives.
• Identify opportunities to improve efficiency across Sales and Customer Success.

Process Improvement

• Develop scalable processes that support company growth.
• Standardize onboarding, account management, and renewal workflows.
• Recommend and implement operational improvements across multiple departments.
• Help build the systems that support EnergyBox's next stage of growth.

Qualifications

Required

• 4\-6\+ years of experience in Customer Success, Account Management, Revenue Operations, Sales Operations, or B2B SaaS Sales.
• Experience working within a B2B SaaS, IoT, or technology company.
• Strong understanding of complex B2B sales cycles.
• Experience managing business customer relationships.
• Experience improving or developing business processes.
• Excellent communication, organizational, and problem\-solving skills.
• Experience using CRM platforms (Zoho CRM preferred).
• Advanced proficiency with Google Workspace and Google Sheets.
• Self\-motivated and comfortable working independently in a remote environment.

Preferred

• Experience supporting subscription\-based software businesses.
• Experience with forecasting, revenue planning, or sales operations.
• Experience creating SOPs, documentation, and scalable workflows.
• Comfortable working in a collaborative, growing organization where continuous improvement is encouraged.

What Success Looks Like

Within your first year, you'll

• Build trusted relationships with your customer portfolio.
• Improve customer retention and renewal processes.
• Develop scalable workflows for Customer Success and Sales.
• Improve CRM data quality and operational reporting.
• Help leadership improve forecasting and revenue visibility.
• Contribute to building a stronger, more scalable commercial organization.

Travel

This is a remote position with minimal travel requirements.

Travel is expected approximately two weeks per year and may include:

• Customer visits
• Team planning sessions
• Company meetings in Nashville
• Industry conferences and trade shows

Why EnergyBox?

At EnergyBox, your work will have a visible impact. You'll collaborate directly with executive leadership, influence how we serve customers, and help improve the processes that support a growing business.

We value people who take ownership, think collaboratively, and enjoy making things better. If you're looking for an opportunity to contribute beyond a traditional Customer Success role while helping build a growing IoT and B2B SaaS company, we'd love to hear from you.

Pay: $80,000\.00 \- $90,000\.00 per year

Benefits

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: Remote