Customer Success Representative - Green Direct
Core
Guide high-intent customers through credit assessment and renewable finance applications to convert them into funded loans.
Role type
Customer Success Representative (Sales/Conversion)
Builds
Funded loans for solar, battery, and renewable energy projects
Domain
Fintech / Renewable Energy Finance
Deliverable
client delivery
Required skills
Credit assessment, explaining eligibility and rebates, multi-channel engagement (phone/email/SMS/chat), pipeline management, CRM maintenance, compliance adherence
Preferred skills
Interest in renewable energy, sales experience, team collaboration
Responsibilities
Manage inbound renewable finance enquiries, guide customers through credit and scheme eligibility, explain rebates and incentives, re-engage stalled applications, maintain CRM records, collaborate on team playbooks
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