Customer Success Manager

Customer Success Manager

Provide leadership to technical and office staff throughout the project management process while working closely with CEO to stay on target with client deliverables. The day to day Project Manager flow of work includes but is not limited to the following: Workingdirectly with clients to determine the scope of a new project through phone calls, email, and site visits as required. Managing simultaneous project budgets to ensure all time and material cost are captured and that the project stays within Vista's allotted budget. Maintaining existing client relationships which may include: visiting client, dining with client, and or attending work related events with clients.

Responsibilities:

• Act as liaison between client and CEO
• Prepare proposals and budgets for projects
• Generate project drawings, plans and specifications (Sr. Project Mgr.)
• Write final report for completed projects
• Revenue Forecasting (Sr. Project Mgr.)
• Attend meetings with potential and existing clients and Conduct Site Surveys
• Set up new projects in and quotes in WorkflowMax
• Create project files in various office software systems
• Enter project onto Excel project log tracking sheet and electronic file
• Manage project budgets (Sr. Project Mgr.)
• Manage "WIP" (work in progress) in WorkflowMax
• Manage billing and collection of Aging receivables 30 days and older
• Train new field technicians
• Review/Approve field technician time entries (Sr. Project Mgr.)
• Manage field technician's quality of work (Sr. Project Mgr.)
• Conduct field technician quarterly and annual review (Sr. Project Mgr.)
• Communicate with various Laboratory personnel
• Monitor field equipment and supplies to ensure optimum working order and availability

Required Qualifications:

• Certified Asbestos Consultant (CAC) with CDPH certification or Professional Geologist (PG)
• 5 years of proven project management work experience in a related field i.e., (Hazardous material abatement, construction management, geology, architecture etc.)
• Excellent verbal and written communication skills
• Ability and willingness to travel (may include overnight stay)
• Proficient in MS Office
• Maintain technical certifications per industry standards
• Attend required technical training per industry standards

Desired -Bachelor's degree in Industrial Hygiene, Health and Safety or related field -Book of Soil Clients or Soil Testing Experience