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Jobs at Dynamic EcoHome (Now Hiring) — 1 open

Dynamic EcoHome logoDynamic EcoHome

Customer Success & Retention Specialist

Richardson, Texas, United States · On-site

Mid level

Customer Retention & Relationship Management Develop and execute strategies to enhance satisfaction and minimize cancellations.Build meaningful, ongoing relationships through consistent and personalized communication.Ana…

Skills: Customer Success, Customer Retention, Relationship Management, Salesforce, CRM

Dynamic EcoHome logo

Customer Success & Retention Specialist

Dynamic EcoHome

Richardson, Texas, United States • On-site

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Mid level

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  • Full-time
  • Commission, Opportunities for advancement, Performance-based incentives, Paid time off, Holidays, Comprehensive benefits package
  • Posted 27d ago
  • ~40 hrs/week

Responsibilities

Develop and execute strategies to enhance customer satisfaction and minimize cancellations through proactive engagement and relationship management. Manage customer cases in Salesforce and coordinate with internal teams to ensure seamless service delivery and project execution.

Requirements

Requires 2+ years of experience in customer success or retention, preferably within the solar, energy, or home improvement sectors. Must be proficient in Salesforce or similar CRM platforms with strong communication and problem-solving skills.

Full job description

Customer Retention & Relationship Management

  • Develop and execute strategies to enhance satisfaction and minimize cancellations.
  • Build meaningful, ongoing relationships through consistent and personalized communication.
  • Analyze customer feedback to identify trends and drive continuous improvement.

Proactive Customer Engagement

  • Conduct check-ins and discovery calls to understand customer needs and ensure a positive experience.
  • Educate customers on warranties, incentives, and available services to help them maximize their investment.
  • Encourage customers to share positive reviews on Google, BBB, and other platforms to enhance our reputation.

Project & Case Management

  • Manage customer cases in Salesforce, ensuring thorough documentation, accurate tracking, and on-time follow-up.
  • Support project execution by monitoring timelines, budgets, and customer communications.
  • Process reimbursements, credits, and invoices for escalated cases when needed.

Customer Education & Engagement

  • Conduct discovery and retention calls to understand customer needs and ensure satisfaction.
  • Educate homeowners on warranties, incentives, and service offerings to promote confidence and clarity.
  • Request and encourage customers to leave reviews on Google, BBB, and other platforms to enhance Dynamic EcoHome’s reputation.

Case & Project Coordination

  • Manage customer cases in Salesforce, ensuring timely updates and accurate documentation.
  • Support project progress by monitoring communication milestones and ensuring customer expectations are met.
  • Coordinate with internal teams to ensure seamless service delivery and a smooth handoff between departments.

Collaboration & Continuous Improvement

  • Partner with operations, finance, and service teams to develop tools and workflows that improve the customer journey.
  • Share insights and feedback to enhance retention programs and overall service quality.

What You Bring

  • 2+ years of experience in customer success, retention, or service (experience in solar, energy, or home improvement preferred).
  • Strong communication and problem-solving skills with a calm, customer-first mindset.
  • Experience managing cases in Salesforce or similar CRM platforms.
  • Ability to balance multiple priorities and collaborate effectively across departments.
  • A passion for helping customers succeed and for building lasting relationships.

Compensation & Benefits

  • $60,000 annual base + commission ($5-7 per kW installed on projects)
  • Opportunities for advancement and performance-based incentives
  • Paid time off, holidays, and a comprehensive benefits package
  • A collaborative, mission-driven environment focused on innovation and growth

Related keywords

Customer SuccessRetentionSalesforceCRMSolarEnergyHome ImprovementCase ManagementCustomer ExperienceRelationship ManagementProject ManagementGoogle ReviewsBBBWarrantiesIncentives

About Dynamic EcoHome

LinkedInVisit site

Is your home DYNAMIC?

Industry
Solar Electric Power Generation
Company size
201-500 employees
Founded
2019
Headquarters
Richardson, Texas
LinkedIn followers
1,648

Dynamic EcoHome was built by people who believed homeowners deserved better. What began with solar evolved into a bigger idea: create a home efficiency company that thinks like a startup, acts with integrity, and delivers real value at every step. We’ve grown by listening to our customers, staying ahead of the curve, and never settling for “good enough.”

Offices: 2280 Campbell Creek Blvd, 350, Richardson, Texas 75082, US

HVACWindowsInsulationSolarRoofingand Complete Home Efficiency
View all jobs at Dynamic EcoHome

About Dynamic EcoHome

LinkedInVisit site

Is your home DYNAMIC?

Industry
Solar Electric Power Generation
Company size
201-500 employees
Founded
2019
Headquarters
Richardson, Texas
LinkedIn followers
1,648

Dynamic EcoHome was built by people who believed homeowners deserved better. What began with solar evolved into a bigger idea: create a home efficiency company that thinks like a startup, acts with integrity, and delivers real value at every step. We’ve grown by listening to our customers, staying ahead of the curve, and never settling for “good enough.”

Offices: 2280 Campbell Creek Blvd, 350, Richardson, Texas 75082, US

HVACWindowsInsulationSolarRoofingand Complete Home Efficiency
View all jobs at Dynamic EcoHome

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