Customer Success Coordinator
2 weeks ago
Xpansiv CBL Holding Group is a leading technology-driven platform focused on environmental commodity management and transactions.
Since its establishment, the company's mission has been to enhance the adoption of clean energy solutions, contributing to the reduction of greenhouse gas emissions.
The organization is committed to ensuring that complex environmental commodity markets remain transparent, fair, and accessible to all qualified participants. As one of the foremost transaction and management firms in the sector,Xpansiv CBL has facilitated substantial environmental commodity transactions across various markets.
Job OverviewThis role is dedicated to delivering exceptional client services and onboarding new clients/assets to guarantee accurate payments through the company's systems.
The position requires collaboration across departments and with team members to ensure timely and error-free completion of tasks.
Strong communication skills are essential, along with the ability to simplify complex information for diverse clients.
Key Responsibilities- Develop expertise in SREC, REC, AEC, and other renewable energy markets relevant to various states.
- Learn intricate state solar and renewable energy certification rules and procedures.
- Understand how Xpansiv CBL supports system owners (clients) and solar installers/project developers (partners) within the framework of the applicable states and markets.
- Process incoming renewable energy project applications accurately and promptly.
- Review application materials and communicate with clients and partners for any additional information.
- Assist in the state certification process for solar and other renewable systems to participate in state renewable energy programs.
- Coordinate the registration of state-certified systems in the appropriate tracking registry.
- Provide timely and excellent daily client services through various communication channels.
- Support the onboarding process for new clients, explaining the application process and the company's offerings.
- Facilitate client understanding and utilization of Xpansiv CBL's online accounts.
- Address client and partner inquiries regarding applications, account creation, account status, and transactions.
Requires a High School Diploma or Equivalent certification.
Minimum of 2 years of relevant experience.
Preferred Skills- Outstanding internal and external communication skills, both verbal and written, with a friendly demeanor.
- Exceptional attention to detail.
- 1-2 years of experience in a high-volume client service environment.
- Able to manage multiple tasks, prioritize work, and handle ad hoc responsibilities as needed.
- Proficiency in Microsoft Office, PDF programs, and familiarity with Salesforce or other CRM systems is advantageous.
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