Client Support Manager - GoodLeap

Job Title: Client Support Manager
Job Location: Roseville, CA - HQ
Job Listing URL: https://jobs.lever.co/goodleap/fe5b3f55-3938-4657-9877-ba3dcc553ef3
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.

The Client Support Manager works with our partners to ensure we’re delivering the best customer experience possible. The CSM will leverage “Big Data” to identify areas of improvement with their Partners and collectively work together on improving the customer experience. Additional duties such as partner 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 partners. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of “finance made friendly”.
Essential Job Duties and 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 partner due diligence checks
Required Skills, Knowledge and 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

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