Client Service Associate

4 days ago

Boston, Massachusetts, United States ABCD Full time $40,000 - $50,000 per year

The Statewide Client Services center is the centralized branch of our

Low-income Energy Affordability Network (LEAN). Through the LEAN

Network, we provide phone & online communication services for residents

in Massachusetts interested in our Energy Conservation Programs. The

Client Services Associate supports the Statewide LEAN website and call

center by responding to client inquiries, assisting with application

processes, and supporting overall call center operations. Key

Responsibilities Transfer new applications into the database. Connect

clients and make referrals to appropriate agencies or programs. Maintain

and update application records in the database. Run queries and generate

reports as requested. Engage LEAN Single Family Website including: Live

chat functions engagement with clients. Case study updates for website

and public dissemination Lead origination, outreach, and outbound

marketing calls. Monitor Google Analytics dashboard. Communicate with

single-family and multifamily applicants and potential applicants: Field

phone calls and inquiries. Notify new applicants when an application is

received. Request more information as needed. Request affordability

documentation. Notify applicants when approved/denied. Perform past

service checks on new applications. Coordinate statewide outreach

efforts in Lead Vendor capacity. Communicate with vendors and utilities

as needed. Track client process through marketing lifecycle. Coordinate

Cap engagement on follow-up and completion of client referrals. Review

affordability/individual client income documentation. Take notes during

meetings if requested. Maintain electronic and paper files. Coordinate

with the Program Director on all of the above. Perform other related

duties as assigned from time to time. Skills, Knowledge and Expertise A

minimum of a high school diploma or equivalent and up to 12 months of

Work Experience Required. Experience In Energy Efficiency And/or
multi-family low-income housing helpful Experience in grant program

management and/or customer service a plus Experience with Microsoft

Access and Excel or at least a high degree of comfort with databases and

spreadsheets required Must have good communication skills by phone and

email Flexibility, initiative, and ability to work in a team Ability to

deal sensitively and effectively with individuals of diverse economic

And Cultural Backgrounds Bilingual Skills Are Preferred But Not
required. Expected Salary: \$44,000 USD. Due to funding restrictions,

team parity, and our strong focus on equity, this salary is thoughtfully

aligned with the duties expected for this role and cannot be negotiated.

Because salary ranges are small and the internal parity review is

thorough, offers are firm.

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