Client Relations Specialist, Energy Advisory
Client Relations Specialist, Energy Advisory
Burlington, MA
Energy – Energy Operations / Full-Time / Hybrid
About Mantis
We help organizations improve how their buildings perform by bringing together energy, facility operations, and sustainability into one connected approach. At Mantis, our teams work across the full lifecycle of a facility—from planning and design to field execution and long-term asset management—across commercial and industrial portfolios, data centers, and complex mechanical systems.
Our work spans four core areas: Building Controls, Energy Efficiency, Energy Advisory, and Facility Management—covering HVAC/mechanical optimization, BMS/BAS and EPMS controls, lighting system upgrades, energy brokerage, roofing and building envelope assessments, construction management, and more.
Whether you’re in sales, engineering, construction/project management, field operations, corporate, or technology, you’ll play a role in delivering these solutions and helping clients improve facility performance.
GENERAL SUMMARY
OUTCOMES
- Respond to and triage 95%+ of client inquiries within 1 business day via shared inbox and direct communication channels
- Resolve ≥90% of client issues (billing, enrollment, supplier discrepancies) within defined SLA timelines
- Reduce recurring client or supplier issues by identifying and escalating at least 2 process improvements per quarter
- Maintain timely and accurate communication with Sales, channel partners, and suppliers, with follow-up documented in internal systems for assigned client issues.
RESPONSIBILITIES
- Serve as a primary point of contact for assigned client accounts, including communication related to contract status, billing questions, service changes, and ongoing support
- Manage and monitor a shared client relations mailbox, ensuring timely responses, proper triage, and appropriate follow-up on inbound requests
- Maintain strong working relationships with energy suppliers to support issue resolutions
- Partner closely with internal sales teams to support active accounts, clarify contract details, and assist with client needs
- Support channel partners by addressing questions and assisting with client-related requests and post-deal support
- Track and document account activity, communications, and issue resolution in internal systems to ensure visibility and accountability
- Troubleshoot post-sale issues such as enrollment delays, billing discrepancies, or supplier rejections and drive them to resolution
- Escalate complex, time-sensitive, or high-impact issues appropriately while maintaining ownership through resolution
- Identify recurring issues, process gaps, or trends and contribute to continuous improvement initiatives
- Maintain compliance with internal policies, documentation standards, and industry requirements
MINIMUM QUALIFICATIONS
- Bachelor’s degree in Business, Finance, Operations, Analytics, or equivalent experience in lieu of degree
- Strong proficiency with Microsoft Office, especially Excel
- Strong analytical and detail-oriented aptitude; a high degree of accuracy
- Excellent communication and organizational skills
- Ability to manage time effectively, set priorities and meet deadlines
- Ability to learn and adapt to change
PREFERRED QUALIFICATIONS
- Prior experience in customer service or professional services related environments
- Experience in energy, utilities, or a contract-heavy operational environment
- Exposure to finance-adjacent workflows (billing, margin analysis, reporting)
WORKING CONDITIONS/PHYSICAL REQUIREMENTS
- Work environment: Hybrid work environment (3-days a week in office) with regular use of computer systems, email, spreadsheets, shared inboxes, and internal platforms
- Physical requirements: Prolonged periods of sitting and working at a computer. Frequent use of keyboard, mouse, phone, and standard office equipment. Occasional standing, walking, bending, and lifting of standard office materials up to 25 pounds
- Schedule expectations: Standard business hours with flexibility as needed for client, supplier, contract-processing, or issue-resolution needs
Note: Employees are held accountable for all duties of this job. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position.
Equal employment opportunity, including veterans and individuals with disabilities.
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