Customer Success Representative

Job summary

The Customer Success Representative will guide homeowners through the pre-installation journey, serving as the primary point of contact for paperwork, approvals, and scheduling. They will collaborate with internal teams to ensure project milestones are met and accurately tracked within the CRM system.

Job details

About Jetson Jetson is on a mission to accelerate the transition of 100 million homes across North America away from fossil fuels toward sustainable energy use. We believe in a future that is 100% electric and 100% better. Homes are one of the largest sources of carbon emissions, yet adoption of solutions like heat pumps remains slow due to cost and complexity. Jetson is solving this by building the first fully vertically integrated home electrification company — making clean energy simple, transparent, and affordable. We rely heavily on technology, automation, and data to scale this impact. At Jetson, we value people who are excellent at their craft, curious about new tools (including AI), and motivated to continuously improve how work gets done. The Opportunity As a Customer Success Representative, you’ll guide homeowners through every step of their journey from the moment they sign on with Jetson to the day their system is installed. You’ll be their trusted point of contact — ensuring paperwork, approvals, and installations are seamless and stress-free. You’ll collaborate with internal teams to keep projects moving efficiently, proactively manage customer expectations and deliverables, making sure every homeowner feels supported and excited about their electrification journey. What You Will Do Guide customers through all pre-installation steps to ensure they are install-ready: Manage scheduling for walk-throughs and installations. Take a proactive and persistent approach, leveraging video conference sessions (Google Meet), phone, text/SMS, and email. Handle requotes as needed, collaborating with field service manager and sales. Proactively follow up with homeowners in the 30 days leading up to installation to ensure all requirements are met. Serve as the primary point of contact for homeowners after a sale closes with a deposit. Maintain clear communication with internal teams (Sales, Operations, and Installers) and accuracy across all customer files, to keep projects on track. Track key customer milestones and report progress within Jetson’s CRM system. What You Bring: 5-7 years of experience in Customer Success, Account Management, Sales, or a related field. Strong verbal and written communication skills. Experience working in a CRM system (e.g., HubSpot, Salesforce) Comfort working in a startup or growth-stage environment. Job Type: Full-time, permanent Pay: $90,000 OTE Benefits: Dental Care, Vision Care & Life Insurance premiums fully paid by Jetson Extended Health Care Disability Insurance Education Support Parental Leave Top Up Location: in person - North Vancouver, BC Do you feel like you don't have everything that's listed above but can still do the job? If you have the core skills and experience that we're looking for and are willing to use your talent to learn the rest, we encourage you to apply! U.S. Roles Jetson is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, or gender identity. If you require accommodation during the recruitment process, please contact us. Canada Roles Jetson is an equal opportunity employer committed to inclusive hiring. We do not discriminate on any ground protected under applicable human rights legislation. If you require accommodation at any stage of the recruitment process, please contact us.

What you’ll do

The Customer Success Representative will guide homeowners through the pre-installation journey, serving as the primary point of contact for paperwork, approvals, and scheduling. They will collaborate with internal teams to ensure project milestones are met and accurately tracked within the CRM system.

Requirements

Candidates must have 5-7 years of experience in Customer Success, Account Management, or Sales. Proficiency in CRM software and strong verbal and written communication skills are required.

Benefits

• Dental Care
• Vision Care
• Life Insurance
• Extended Health Care
• Disability Insurance
• Education Support
• Parental Leave Top Up

Listed skills

• Account Management · Preferred
• Sales · Preferred
• CRM · Preferred
• Salesforce · Preferred
• Communication · Preferred
• Project management · Preferred
• scheduling · Preferred
• Customer support · Preferred
• Problem solving · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Success
• Account Management
• Sales
• CRM
• HubSpot
• Salesforce
• Communication
• Project Management
• Scheduling
• Data Tracking
• Customer Support
• Problem Solving
• Curiosity
• Customer Relationship Management
• Customer Success Management
• HubSpot CRM
• Automation
• Video Conferencing
• Renewable Energy
• Optometry
• Sales Operations
• Expectation Management
• Field Service Management
• Google Meet

Job areas

• Customer Service & Support
• Energy
• Environmental & Sustainability
• Sales
• Administrative
• Customer Success Representative
• Sales Support Specialist
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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