Account Lead

About Verantum

Verantum, previously known as Phoenix Energy Technologies, Inc., is a company focused on improving building asset performance through data. Its platform brings together operational telemetry, asset identity information, and service history to create a single, usable asset record. This helps multi-site organizations make well-supported decisions about maintenance, repair, and replacement across large portfolios. The company supports teams responsible for more than 45,000 buildings and over 2.5 million energy-intensive assets through a closed-loop approach: collect, analyze, and act. Its offerings include energy and comfort management, HVAC/R lifecycle optimization, technician support, and AI-based diagnostics.

Role Overview

Verantum is hiring an experienced and driven Account Lead to manage customer relationships, strengthen client partnerships, and support business expansion. The position calls for a strategic mindset, strong communication abilities, and a demonstrated background in account management.

Key Responsibilities

• Build and sustain trusted relationships with important clients.
• Assess client needs and recommend solutions tailored to those needs.
• Oversee assigned accounts and help ensure services are delivered on time.
• Work closely with internal teams to maintain a high level of client satisfaction.
• Spot opportunities to grow existing accounts and expand business.
• Prepare and share account updates, status summaries, and performance reports.
• Support customer needs by building strong relationships on a day-to-day basis.
• Work with EMS technicians to help resolve facility-related issues while balancing client expectations and deliverables.
• Take ownership of client interactions and respond with urgency to meet customer requirements.
• Keep the Customer Experience Manager informed about daily account activity, processes, and operational updates.
• Share weekly and monthly updates, check-ins, business rules, and relevant account information with the Customer Experience Manager.
• Help organize recurring client meetings, including quarterly, semi-annual, and annual reviews.
• Ensure onsite meetings are scheduled at least twice per year to review strategy, updates, business rules, and other key information.

Requirements

• Experience in account management or a closely related client-facing role.
• Working knowledge of energy management equipment and related resources.
• Hands-on understanding of HVAC systems, building controls, and energy management equipment/resources.
• Strong verbal and written communication skills, along with solid interpersonal abilities.
• Ability to think strategically and approach problems in a practical way.
• Strong organization and time management skills.
• Comfort using Microsoft Office Suite.

Physical Requirements

• Ability to remain seated for long periods while working at a computer.
• Ability to lift up to 15 pounds occasionally.

Compensation and Benefits

• Base pay of $70,000 per year, depending on experience and candidate qualifications.
• Annual bonus opportunity.
• Full benefits package covering health, dental, and vision insurance.
• Long-term and short-term disability coverage.
• Employee Assistance Program.
• 401(k) plan with a generous employer match.
• Generous paid time off and 11 paid holidays.
• Remote work arrangement.
• Supportive, employee-focused workplace with an established culture.

Additional Information

There are no supervisory responsibilities for this role.