Customer Service Representative

Resource Innovations, Inc.; San Diego (CA); On-site; USD 33,000 - 42,000; Full time

Benefits offered by this job

Paid time off

401(k) with employer match

Health benefits

Parental leave

Commuter benefits

Job summary

Resource Innovations is seeking a Customer Services Representative in San Diego to provide exceptional support to program participants via phone and email. You will help with eligibility, enrollment documentation, and program requirements while maintaining accurate records and using program databases.

The role requires strong communication, attention to detail, and the ability to learn program guidelines; bilingual Spanish is a plus.

Qualifications

• HS diploma or equivalent required.
• At least 1 year in a customer service environment.
• At least 1 year in an office/administrative role.
• Bilingual Spanish preferred.

Responsibilities

• Provide professional customer service through inbound and outbound calls and email.
• Respond to questions on program guidelines, eligibility, services, and documentation.
• Maintain accurate records of customer interactions and contact attempts.
• Enter and update customer data in internal databases; use Excel for tasks.

Skills

Customer service

Communication skills

Attention to detail

Data entry

Education

High school diploma or equivalent

Office experience

Tools

Microsoft Office

Excel

Job description

Job Description Resource Innovations is seeking Customer Services Representatives to join our Growing team in San Diego, Ca. The Customer Support Representative provides exceptional customer service to program participants through inbound and outbound phone calls and email. This role assists customers with program eligibility, services, application status, documentation requirements, and general program inquiries. The Customer Support Representative is also responsible for accurately documenting customer interactions, maintaining program records, obtaining required enrollment documentation, and using program databases to research and update customer information. This position requires strong communication skills, attention to detail, and the ability to learn and apply program guidelines.

Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, were constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, were leading the charge to power change.

Essential Functions:

• Customer Service & Administrative Support Provide professional and courteous customer service through inbound and outbound calls and email.
• Respond to customer questions regarding program guidelines, eligibility, services, application status, and documentation requirements.
• Conduct outbound calls and follow up on open leads in accordance with program requirements and performance goals.
• Maintain accurate records of customer interactions and contact attempts.
• Review and respond to voicemail messages and callback requests.
• Address customer inquiries and complaints while maintaining a professional and service-oriented approach.
• Maintain confidentiality of customer and program information.

Database & Data Management

• Enter, update, and maintain accurate customer and program information in internal and external databases, including utility systems.
• Research program information and customer records to provide accurate and timely assistance.
• Obtain and maintain required supporting documentation for program enrollment files.
• Utilize Microsoft Office, particularly Excel, to complete data entry and administrative tasks.
• Perform basic mathematical calculations to assess customer eligibility and program qualifications.

Performance & Administrative Responsibilities

• Meet established productivity and quality standards set by Program Management.
• Manage time effectively and maintain consistent attendance.
• Perform general administrative duties, including copying, faxing, and preparing outgoing mail.
• Learn and apply program guidelines and materials to accurately assist customers.
• Perform other duties as assigned.

Education & Experience

• Education High school diploma or equivalent
• Experience 1 year of experience in a customer service environment
• Experience 1 year of experience in an office environment performing administrative duties
• Preferred: 2 years of experience in a call center environment
• Preferred: Bilingual (Spanish)

About Resource Innovations

Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change.

Equal Opportunity Employer

Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work.

Compensation & Benefits

Resource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position. The compensation range for the base salary for this position is:$32,600.00-$41,600.00 In addition to base pay, employees may be eligible for a discretionary annual bonus. The stated salary represents the expected compensation for this position. Final compensation will be determined based on factors such as the candidate's experience, education and location. At Resource Innovations, we believe supporting our people is essential to delivering impact.

We offer a comprehensive benefits package designed to promote health, financial security, and work-life balance. This includes paid vacation, paid sick time, paid holidays, a 401(k) retirement plan with employer match, medical, dental and vision coverage, parental leave, an employee assistance program, commuter benefits, and additional supplemental offerings.

Employment with Resource Innovations

Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required. The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.

Additional Information

Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change.

Thank you for your interest in Resource Innovations. We are a women-led energy transformation company dedicated to accelerating the transition to a clean energy future. By partnering with utilities, governments, and communities, we design and deliver innovative programs and solutions that improve energy efficiency, reduce carbon emissions, and create meaningful impact. We invite you to explore opportunities to join a passionate and mission-driven team of problem-solvers, innovators, and change‑makers working together to power a more sustainable world.