Customer Success Representative - Green Direct
Core
Guide high-intent customers through credit assessment and renewable finance applications to convert them into funded loans for solar, battery, and renewable energy schemes.
Role type
Customer Success Representative (Sales/Conversion)
Builds
Renewable energy finance loans for residential and commercial customers
Domain
Fintech / Renewable Energy Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
credit assessment, explaining renewable scheme eligibility and rebates, multi-channel engagement (phone, email, SMS, live chat), pipeline management, CRM data entry, compliance adherence, sales conversion
Preferred skills
interest in renewable energy, solar, or sustainability, experience in financial services or call centre
Technologies
CRM systems, communication platforms (phone, email, SMS, live chat)
Responsibilities
manage inbound renewable finance enquiries, guide customers through credit assessment and eligibility checks, explain rebates and incentives, re-engage warm leads to maximize conversion, maintain accurate CRM records, collaborate on team playbooks
Seniority
Mid-level, hands-on IC