Client Service Associate

Client Service Associate – ABCD

Join the Statewide Client Services center of the Low‑income Energy Affordability Network (LEAN) s role supports the LEAN website and call center by responding to client inquiries, assisting with application processes, and supporting overall call center operations.

• 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 and client engagement.
• Lead origination, outreach, and outbound marketing calls.
• Monitor Google Analytics dashboard.
• Communicate with single-family and multifamily applicants about product inquiries.
• Notify new applicants when an application is received and request additional information or affordability documentation.
• Notify applicants when approved or denied.
• Perform past service checks on new applications.
• Coordinate statewide outreach efforts and track the client process through marketing lifecycle.
• Coordinate Cap engagement on follow‑up and completion of client referrals.
• Review affordability or individual client income documentation and 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.

• High school diploma or equivalent.
• Up to 12 months of work experience in Energy Efficiency and/or multi‑family low‑income housing (helpful).
• Experience in grant program management and/or customer service a plus.
• Proficiency with Microsoft Access and Excel, or a high degree of comfort with databases and spreadsheets.
• Strong 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.

$44,000 USD per year. Salary is firm and cannot be negotiated.

• Seniority level:
  Entry level
• Employment type:
  
  Full‑time
• Job function:
  Other
• Industry: Design Services

ABCD is an equal opportunity employer. We encourage applications from individuals of all backgrounds.