Customer Success Project Manager

Enerex is looking for a highly organized and proactive Customer Success Project Manager to support onboarding coordination, implementation tracking, and operational processes across our SaaS platforms.

This role is part of the Customer Success team and will work closely with Customer Success Managers (CSMs), Sales, and Development teams to ensure onboarding projects move smoothly and efficiently. While the role is primarily internal-facing, occasional customer communication may be required during onboarding and implementation processes.

The ideal candidate is detail-oriented, process-driven, and comfortable managing multiple moving parts in a fast-paced B2B SaaS environment.


Key Responsibilities

Customer Onboarding & Implementation
- Coordinate onboarding and implementation activities across internal teams
- Track onboarding timelines, tasks, deliverables, and follow-ups
- Support smooth handoff from Sales to Customer Success
- Work closely with CSMs to ensure onboarding requirements are completed
- Coordinate onboarding-related requests and configurations with Development teams
- Monitor project progress and escalate blockers or delays when needed

Cross-Functional Coordination
- Serve as a key coordinator between Customer Success, Sales, and Development teams
- Organize meetings, action items, and internal follow-ups
- Help prioritize onboarding and implementation-related requests
- Maintain visibility into onboarding status and team responsibilities
- Support alignment across departments during onboarding projects

Customer Success Support
- Support CSMs during onboarding and implementation processes
- Assist with onboarding documentation and customer tracking
- Help ensure customers have a smooth onboarding experience
- Occasionally communicate with customers regarding onboarding updates or requirements

Process Documentation & Improvement
- Document current workflows and operational processes
- Create and maintain SOPs, onboarding guides, and internal documentation
- Identify process gaps, inefficiencies, and communication issues
- Recommend and implement workflow improvements
- Help standardize onboarding and coordination processes across teams
- Support scalable operational improvements as the company grows


Qualifications
- 2–5 years of experience in Project Coordination, Customer Success, Operations, or Implementation roles
- Experience working in a B2B SaaS environment
- Strong organizational and communication skills
- Ability to manage multiple projects and stakeholders
- Comfortable working with cross-functional teams
- Strong attention to detail and follow-through
- Familiarity with CRM and project management tools is a plus


About Enerex
Enerex provides technology solutions for the energy industry through products including MarketHub, BrokerHub, DataHub, and SupplierHub. Our mission is to simplify operations, improve visibility, and enable growth for energy suppliers, brokers, and partners through modern SaaS platforms.


APPLICATION PROCESS
To apply, please submit your resume along with a short introduction about your background and experience.

Please also review Enerex’s Core Values (check our website) and include which core value resonates with you the most and why. Use the core value you selected as the subject line of your application.

Please also answer this question in writing:
Describe a time when you had to coordinate between multiple teams or stakeholders to complete a project or task. How did you keep everything organized?