Associate, Client Success jobs in United States
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Xpansiv · 1 month ago

Associate, Client Success

Xpansiv is a leader in the energy and environmental commodities market, providing a platform that supports the global energy transition. The Associate, Client Success role involves onboarding new clients, ensuring accurate payment processing, and delivering exceptional client services while communicating complex information clearly.

Information TechnologyIT InfrastructureTrading Platform
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H1B Sponsor Likelynote

Responsibilities

Learn the complex clean transportation and solar renewable energy certification rules and procedures
Process incoming renewable energy project applications in an accurate and timely manner
Review application materials and correspond with clients and partners via telephone and email for any outstanding information
Assist in the state certification process of solar and/or other renewable systems to participate in the renewable energy programs in the state(s)
Coordinate the registration of state-certified systems in the appropriate tracking registry
Provide prompt and excellent daily client services via telephone and email
Assist in new client onboarding process including describing the SRECTrade application process and the Company’s services
Facilitate client understanding and usage of SRECTrade online accounts
Provide solutions to client and partner inquiries about applications, account creation, account status, and transactions

Qualification

Client service experienceCommunication skillsMicrosoft Office proficiencyAttention to detailSalesforce proficiency

Required

Requires a High School Diploma or Equivalent certification
Minimum 2 years of relevant experience

Preferred

Excellent internal and external communication skills, verbal and written, with a friendly demeanor and a welcome presence with clients
Exceptional attention to detail
1-2 years of experience in a high-volume client service environment
Ability to wear multiple hats, multi-task, triage work, and take on ad hoc tasks if needed
Proficiency with Microsoft Office, PDF programs, and Salesforce or other CRM's is a plus

Company

Xpansiv

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Xpansiv ingests data sourced from the commodity lifecycle and converts it into intelligent commodities and digital assets.

H1B Sponsorship

Xpansiv has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2022 (2)
2021 (4)

Funding

Current Stage
Growth Stage
Total Funding
$718.46M
Key Investors
Blackstone Energy PartnersCommonwealth Bank of AustraliaShaw and Partners
2023-01-11Private Equity· $125M
2022-07-06Debt Financing· $400M
2021-10-11Corporate Round· $15M

Leadership Team

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John Melby
Chief Executive Officer
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Jeff Cohen
Co-Founder, Director and Sustainability
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Company data provided by crunchbase