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Partner Success Manager

2 months ago

Boston, Massachusetts, United States Sungage Financial Full time

Sungage Financial has revolutionized the residential solar industry by offering a consumer-friendly approach to going solar. Our lean team of professionals moves quickly and adapts to the ever-changing demands of our exciting, dynamic industry. This is an exciting opportunity to join our team.

The Partner Success Manager will build strong relationships with our partners by ensuring they have an incredible experience as they move their projects from sale to final funding. Partner experience managers do this by closely monitoring partner performance and proactively identifying opportunities to deliver more value to our partner accounts. This is an individual contributor position.

Responsibilities

Lead Partners to Success with Sungage

  • Work closely with the installation partner and Sungage sales team to increase adoption, retention and revenue expansion within Sungage's partner network
  • Strive to craft memorable, positive customer experiences for partners and partner sales representatives
  • Assist with onboarding new partners and conduct proactive outreach calls for contacts at strategic accounts
  • Establish yourself as an "expert on the line" available to guide partners through every step of the Sungage process

Ensure Smooth Partner Transactions

  • Oversee project pipelines for large partners, informing key contacts of trends and deadlines
  • Help partners follow consumer protection guidelines and problem-solve challenging project situations to the best possible resolution
  • Coach partners to be process and platform experts and train their teams on best practices so they become increasingly self-sufficient
  • Monitor the performance and health of partner accounts and work to continuously improve operational effectiveness
  • Support our partners though proactive loan application management to ensure partner retention rates

Serve as an Internal Advocate for Our Partners

  • Gather, assess and synthesize feedback for the Product team
  • Develop expertise of state markets and work closely with colleagues to innovate region-specific improvements
  • Work and collaborate with our Solar Finance Specialist team to deliver an exceptional customer experience

Requirements

  • 2-3 years of experience in fast-paced account management or customer success role with increasing responsibility
  • Outstanding Customer Service skills – a passion for helping our partners succeed
  • Great consultative skills, ability to effectively work collaboratively and provide recommendations
  • Self-motivated, proactive team player with innovative ideas to provide an amazing partner experience
  • Strong communication skills and experience building strong internal and external relationships.
  • Track record of delivering a high level of service in a dynamic environment.
  • Diplomacy, tact, and poise under pressure when working through customer issues.
  • Passion for developing (and maintaining) deep solar and fintech sector knowledge
  • Experience with a solar contractor, solar sales or finance preferred
  • Occasional after-hours and Saturday support required
  • COVID 19 Vaccinated

Sungage Financial is an affirmative action-equal opportunity employer. We believe diversity and inclusion are essential to living our values, achieving our business goals and building a stronger company. We welcome applications from all qualified individuals regardless of race, color, national origin, gender, sexual orientation, age, religion, physical or mental disability, marital status, veteran status, or other factors protected by law.

The Company

Sungage Financial is shaping the residential solar industry by bringing reliable and flexible financing solutions to the market. While the cost of a solar energy system has dropped dramatically over the past decade, financing has been the catalyst that has allowed more and more homeowners to go solar. Through our offering, Sungage enables solar installers to build strong and resilient businesses while helping families save money and live more sustainably.

Sungage is an environment of rapid change and constant growth. The key ingredients to our success are exceptional service and innovative technology. Our people are our secret sauce and we work hard to make Sungage a place that our employees never want to leave by providing endless growth and development opportunities. The Company has offices in downtown Boston and Oakland. We offer a number of employee benefits, including stock options, 401k with matching, substantial paid time off, health coverage, health savings accounts, and commuter benefits.

This position is not eligible for immigration sponsorship.