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favorite this post Client Coordinator (Central Oregon) hide this posting unhide

4 NW Franklin Ave

(google map)

compensation: Depending on experience
employment type: part-time

GreenSavers is Hiring!

Purpose:

As the Client Coordinator in Bend, you are responsible for responding to client inquiries in a timely and professional manner. You are also expected to deliver accurate analytics and reliably coordinate parts of GreenSavers projects.

Reports to:

Bend Project Manager
This is a part-time, temporary position

Core Values:

Passionate about Building Performance
Pride in Work
Continuous Self-Improvement
Growth-Oriented
Can-Do Attitude
Team-Focused

Top responsibilities:

Administrative
Answer phone calls, providing excellent customer service for new and existing customers.
Schedule estimates and energy audits.
Create new leads in Insightly, our CRM software.
Create new folders and workbooks for clients.
Process incentive paperwork for clients to receive rebates and incentives.

Marketing/Outreach
Table at events throughout the year to generate leads.
Collect and update client data in CRM and Excel formats to inform marketing decisions.

Project Coordination
Serve as primary contact for Home Depot Service Provider. Maintain web portal and all client projects from sale to ordering materials, processing paperwork, and collecting payment.

General Responsibilities

Represent the GreenSavers brand, especially when interacting with clients.
Follow GreenSavers guidelines for requesting time off (Team Member Handbook, p.11).
If you operate a company vehicle, meet GreenSavers requirements for licensed drivers (p.18).
Always follow company guidelines for harassment, violence and bullying in the workplace (p.19-20).
Protect all confidential information (Team Member Handbook, p. 22).
Complete payroll with accuracy and timeliness, following all applicable policies for work schedules and pay (p.13).

Qualifications:

Excellent customer service skills
Proficient with Google Suite
Excellent verbal and written communications
Well organized with an eye for detail
Preferred basic understanding of building science or general construction


  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6870029311

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