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The Energy Authority logo
Company Name:
Approximate Salary:
Not Specified
CAISO Market Region, California
United States
Customer Service - General
Position type:
Full Time
Experience level:
5+ years
Education level:
Bachelor's Degree

Client Services Manager

Client Services Manager


The Client Services Manager (CSM) reports to the Chief Client Officer. This position is primarily responsible for managing the relationship between The Energy Authority (TEA) and its clients, as well as providing internal leadership for service deployment and capabilities in business development. The CSM serves as liaison between TEA’s service lines and its clients. The CSM is responsible for ensuring client satisfaction, providing quality assurance on deliverables to clients, and providing feedback internally to ensure ongoing improvement. The CSM will support the Chief Client Officer in business development activities, which may include: creating regional marketing plans; identifying new prospects for business development, both within TEA’s existing client base and with new clients; leading business development efforts; and collecting/disseminating market intelligence.

This position is responsible for a wide range of duties and tasks associated with helping design, develop and implement TEA’s services to existing and prospective clients in the CAISO market. The CSM may also provide subject matter expertise in the capacity of Product Owner relating to the design, development and implementation of day-ahead and real-time market services for TEA’s CAISO operations, including market interactions, market monitoring, and reporting requirements for internal and client consumption. This individual may also assist with settlement and regulatory compliance, as well as assist with business development activities which may include creating marketing plans, identifying and contacting new prospects for business development and collecting/disseminating market intelligence. Ideal candidate will reside in the CAISO market region.

The ideal candidate will possess the following skills:

  • Deep understanding of CAISO market
  • Experience trading in Congestion Revenue Right and Resource Adequacy markets
  • Experience in energy resource procurement and power purchase contract negotiation
  • Knowledge of registration and regulatory requirements in CAISO
  • Understanding of CAISO settlement charge types and processes
  • Experience working with public power entities and Community Choice Aggregations (CCAs)
  • Strong interpersonal skills and experience communicating complex concepts to coworkers, clients, and prospects
  • Strong attention and focus on detail as well as business processes

The following additional skills/experience are desired:

  • Understanding of CCA business model and understanding of the challenges facing new CCAs
  • Familiarity with WECC region Energy Imbalance Market initiatives
  • Understanding of western power markets and relationship to CAISO
  • Project management experience
  • Understanding of regional RPS and carbon markets
  • Relationships with public power, the CCA community and key CAISO market participants
  • Knowledge of CAISO transmission grid
  • Experience in structuring and pricing power purchase agreements with an emphasis on renewable generating assets and Resource Adequacy Capacity
  • Financial and accounting experience
  • Experience managing hydro generation preferably in California
  • Thermal and renewable asset management
  • Business development/origination experience


This position involves ongoing Project Management responsibilities



  • Minimum of five years of CAISO related trading experience preferred
  • Bachelor's degree from a four-year accredited college or university is required; major in a technical or business-related discipline highly desired; MBA or other advanced degree is a plus
  • Experience with RTOs highly desired; experience trading financial energy products is a plus
  • Strong technical skills with Microsoft Office Products (especially Excel); and programming skills in Visual Basic are highly desired


The ideal candidate will possess the following competencies:

  • Adaptability: ability to accept change readily, both in job responsibilities as well as in the work environment
  • Achievement: ability to focus on results and a commitment to continuous learning: Setting high goals, striving to improve performance and maintaining a level of excellence, and taking chances and trying new approaches to accomplish a task
  • Communication: ability and willingness to communicate openly and honestly with others
  • Conceptual Thinking: ability to reach innovative solutions by taking a holistic, abstract, or theoretical perspective
  • Systems & Technology Use: ability to use tools and resources that are available, to minimize time spent on administrative tasks
  • Leadership: ability to be motivate, influence, and support others to accomplish team and organizational goals
  • Financial Analysis: ability to acquire and translate complex information into actionable results


The ideal candidate will possess the following values:

  • Ownership
  • Client focus
  • Excellence
  • Integrity
  • Teamwork


NERC Operator certification is a plus


Ability to utilize and/or develop packaged and in-house developed software tools and systems such as: Microsoft Office software and Internet access. Experience with production cost modeling is beneficial. Knowledge of Qlikview, Velocity Suite, CXL, OATI, RTO Market Portal Web-based systems, and OASIS Transmission Web-based system. Participation in testing of new systems and assistance in developing and/or revising IT tools.

Candidate will be a self-starter with the ability to work effectively without direct supervision in a fast paced, multi-tasking environment with time deadlines. Position involves extensive spreadsheet and database computer skills. Strong problem solving, analytical and conflict resolution skills are a must. Candidate will be able to effectively interact across all levels of the trading organization.


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