Client account operations · Energy brokerage & procurement
Keep every account enrolled and in good standing.
A new client signs, but the LOA never comes back and enrollment never confirms with the supplier. The account stalls half-onboarded and quietly churns.
The reality
Account ops is a follow-up problem.
Onboarding a client means collecting a signed LOA for every account, verifying the utility and supplier, confirming enrollment, and keeping account details current as meters and entities change. Each step is a handoff that can stall — and a missed enrollment confirmation or a late renewal touch is how accounts quietly churn.
The operator onboards the client, chases and collects every LOA, confirms enrollment with the supplier and utility, keeps the account record current, and schedules renewal outreach against each contract end date — so no account sits incomplete and no renewal window passes without a conversation.
How the operator runs client account operations
Onboarding ONB-540 · 9 accounts
collecting- Client record created
- 7 of 9 LOAs signed and returned
- 2 LOAs — reminder sent to client
01Onboard and collect LOAs
Sets up the client, requests a signed LOA for each account, and chases the gaps until complete.
Enrollment ENR-540
verifying- Utility and rate class verified
- Enrollment submitted to supplier
- Awaiting supplier active confirmation
02Confirm enrollment
Verifies utility and supplier, submits enrollment, and confirms each account is active before close.
Account 540 · Renewal
scheduling- Account details reconciled
- Contract end dates loaded
- Renewal outreach scheduled — 120 days out
03Schedule renewal outreach
Keeps account details current and books renewal outreach against each contract end date.
The outcome
−60% of account-ops work off the team
Clients retained and accounts always in good standing.
- No account left incomplete because an LOA never came back
- Enrollment confirmed with the supplier, not assumed
- Renewal conversations happen inside the window, not after the drop
Common questions
Client account operations
- What does the Client account operations operator do?
- The operator onboards the client, chases and collects every LOA, confirms enrollment with the supplier and utility, keeps the account record current, and schedules renewal outreach against each contract end date — so no account sits incomplete and no renewal window passes without a conversation.
- What impact does the Client account operations operator have?
- −60% of account-ops work off the team. Clients retained and accounts always in good standing.
- How does the Client account operations operator work?
- Sets up the client, requests a signed LOA for each account, and chases the gaps until complete. Verifies utility and supplier, submits enrollment, and confirms each account is active before close. Keeps account details current and books renewal outreach against each contract end date.
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