Client Support Manager

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 collectively 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