Senior Manager/Director of Customer Success
Job Details
New York, NY - New York, NY
Temporary Remote
Up to 50%
Full-time employee
The Position and the Team

Steven Winter Associates (SWA) is launching a new software-as-a-service business line and is looking for an experienced Customer Success professional who wants to take the next step in their career.

As the first dedicated employee on this new energy management platform targeted to real estate owners and managers you will lead all initiatives relating to customer success and work directly with the executive team to build this exciting new business.


You will be expected to take an entrepreneurial approach and a customer focused mindset to:


  1. Champion the voice of the customer inside the organization – representing it to the rest of the team such as tech/product development, operations, etc.
  2. Engage with prospects and customers to help them be successful at every point in the lifecycle. Represent the company, be knowledgeable about all aspects of the platform and relay that to our clients.
  3. Create processes and systems that will help us scale successfully, looking towards a future state where you manage a multi-person customer success team.
  4. Establish and own key customer success systems and processes such as Zendesk, Pendo, etc.
  5. Promote growth, retention, and success metrics and KPI’s – providing insights and recommendations to the team.
  6. Be a generalist, bring your voice to the table and work alongside the executive team as a key member of this new offering helping it succeed.


Steven Winter Associates, Inc. has been leading the energy efficiency and conservation landscape in the built environment for nearly 50 years. We are proud of our history and accomplishments, but the real story of SWA is the future. There is still much to be done to improve the built environment in response to Green New Deal investments, unprecedent corporate commitments and an accelerating climate tech space which is being supported by trillions of dollars of federal funding to improve the country’s infrastructure and reduce carbon emissions.


Our New York office is currently closed due to COVID-19. This position will otherwise be a work from home position until the office reopens.

Knowledge, Skills and Abilities

Requirements for the position:

  • 3-5 years of Customer Success experience
  • Experience using sales management software like Salesforce/Dynamics, project management software like JIRA/Asana, support software like Zendesk, Freshdesk
  • Exceptional judgement and are cool, calm, and collected in a high-volume, fast-paced environment
  • Excellent written and verbal communication skills, and no fear of getting on the phone
  • Meticulous attention to detail - typos quiver under your gaze!
  • Experience working at high-growth companies
  • Love communicating with clients, hearing their needs, and translating that back to the team
  • Appreciate and understand good processes, but know when to bend them to get the customer what they need


Preferred experience

  • Experience working within the NYC real-estate landscape


Required personal qualities:

  • Well-developed interpersonal skills, maturity, credibility, confidence, and integrity
  • Strong time-management skills and experience managing multiple priorities at once
  • Collaborative with strong focus on teamwork
  • Excellent work ethic
  • Self-motivated
  • Desire to love what you do


Other duties:

Duties, responsibilities, and activities may change at any time with or without prior notice.

Physical Demands: 

While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to walk; use hands to type, handle or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand.

Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.


Traveled Required:

Occasional overnight travel may be required (Less than 10%). Frequent local visits in the New York Metro area will be necessary (estimated at 15-40%).


Working Environment:

The majority of the duties will be performed in an office environment.  


Performance Standards:

Performance will be evaluated against this job description, competencies for this level, and mutually agreed goals.


About Steven Winter Associates, Inc. 

Steven Winter Associates, Inc. (SWA) provides research, consulting and advisory services to improve commercial, residential and multifamily built environments for private and public-sector clients. We specialize in energy, sustainability and accessibility consulting as well as certification, research & development and compliance services. Our team of professionals has led the way since 1972 in the development of best practices to achieve high performance buildings.


For further information on Steven Winter Associates, please visit