Client Support Manager

GoodLeap; Plano (TX); On-site; USD 25,000 - 33,000; Full time

Job summary

GoodLeap is seeking a Client Support Manager to partner with installers on our platform and ensure an outstanding customer experience. You will use Big Data insights to identify improvement areas and collaborate with installers to lift performance and satisfaction.

Responsibilities include managing project pipelines, conducting installer audits, investigations of potential fraud, and analyzing trends to uphold GoodLeap standards and our finance made friendly promise.

Qualifications

• Ability to multi-task across multiple projects and inquiries.
• Capable of working independently while meeting deadlines.
• Collaborate effectively with installers and high-profile partners to improve outcomes.
• Clear and professional written and verbal communication skills.
• Solid understanding of solar, mortgage and finance domains.
• Manage projects from initiation to completion with attention to detail.
• Maintain accurate records and documentation of activities.
• Provide superior customer service and resolve issues promptly.
• Proficient with Excel and data analysis to identify trends.

Responsibilities

• Provide customers with world-class service and resolve questions or concerns.
• Strategically partner with installers to improve the customer experience and support our installers.
• Effectively manage a pipeline of projects to completion.
• Conduct collaborative investigations into potential fraudulent or suspicious activities.
• Analyze data and spot trends to drive improvements.
• Conduct monthly installer due diligence checks.

Skills

Multi-tasking

Independent work

Partner with installers

Written and verbal communication

Solar, mortgage and finance knowledge

Project management

Record keeping

Customer service

Excel and data analysis

Job description

About GoodLeap

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.

GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

Summary

The Client Support Manager works with installers on our platform to ensure we’re delivering the best customer experience possible. The CSM will leverage “Big Data” to identify areas of improvement with their Installers and collaboratively work together on improving the customer experience. Additional duties such as Installer audits and pipeline management help to ensure customer expectations and GoodLeap standards are being met. We strive to be a reliable and trustworthy ally that always delivers for both our customers and installers. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of “finance made friendly”.

Essential Job Duties & Responsibilities

• Provide our customers with world-class customer service. Help resolve questions or concerns.
• Strategically partner with installers on ways to improve the customer experience. Be a supportive and collaborative partner our installers can rely on.
• Effectively manage a pipeline of projects to completion
• Conduct collaborative investigations into possible fraudulent or suspicious activities
• Analyze data and spot trends
• Conduct monthly installer due diligence checks

Required Skills, Knowledge & Abilities

• Strong ability to multi-task
• Ability to work independently
• Effectively interact with high profile partners
• Excellent written and verbal communication skills
• Knowledge in solar, mortgage and finance
• Ability to manage projects from start to finish
• Diligent record keeping
• Superior customer service skills
• Proficient with Excel and analyzing data

Compensation: $21/ Hour

Additional Information Regarding Job Duties and Job Descriptions

Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

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