(Philadelphia) Financing Account Manager

Energy Infrastructure Partners • Philadelphia, PA

4d • Hybrid

About The Position

Energy Infrastructure Partners LLC (EIP), a minority-owned clean energy program implementation and consulting firm, is seeking a Contractor & Customer Finance Outreach Representative to support an energy efficiency financing initiative for a major Pennsylvania investor-owned utility. The role focuses on outreach, education, and relationship management with contractors, trade allies, implementation partners, and customers to increase awareness and use of financing for eligible energy efficiency projects.

The representative will help integrate financing into the customer project journey, coordinate referrals and matches among customers, contractors, trade allies, and financing providers, and work with internal staff, implementation partners, and lender-facing team members. The position also supports market development, outreach tracking, reporting, communication materials, and program improvements. It is an in-person role with remote flexibility; employees must be in the office at least four days per week, Monday through Thursday. A valid U.S. driver's license is required. EIP does not offer visa sponsorship.

Requirements

• Bachelor’s degree in business, marketing, communications, environmental studies, finance, or a related field, or equivalent relevant experience.
• At least 3 years of experience in commercial finance in outreach, account management, loan officer, marketing, customer engagement, or a related field, or equivalent relevant experience.
• Demonstrated ability to build and maintain productive external relationships with contractors, customers, partners, or other stakeholders.
• Excellent verbal and written communication skills, including the ability to explain financing concepts and program offerings clearly to non-financial audiences.
• Ability to understand customer needs, contractor perspectives, and market barriers and translate them into practical engagement strategies.
• Strong organizational skills and ability to manage multiple relationships, track referrals and activities, and follow through consistently.
• Ability to work effectively across internal teams and with external partners in a coordinated, service-oriented environment.
• Proficiency with Microsoft Office and experience using CRM systems, spreadsheets, and outreach or project tracking tools.
• Commitment to sustainability, energy efficiency, and high-quality service in support of equitable clean energy outcomes.
• Valid U.S. driver's license.

Nice To Haves

• Experience supporting utility-sponsored energy efficiency or demand-side management programs.
• Experience working with contractors, implementers, distributors, trade allies, or other project development and delivery market actors.
• Experience supporting customer recruitment, account management, or program participation in commercial, industrial, multifamily, or small business settings.
• General familiarity with commercial lending, equipment finance, energy project finance, customer financing, or related concepts.
• Experience coordinating in a multi-party delivery model involving utilities, prime contractors, subcontractors, and field partners.
• Experience developing or delivering training, presentations, guides, or outreach materials for external audiences.
• Experience tracking referrals, supporting coordinated service delivery, and working in a structured program environment with reporting requirements.

Responsibilities

• Build and maintain relationships with contractors, trade allies, implementation partners, customers, and other relevant market actors.
• Conduct outreach to contractors and trade allies to explain financing options for energy efficiency projects.
• Educate customers about financing pathways and how financing may support project affordability and implementation.
• Help integrate financing discussions into project scoping, proposal development, and customer decision-making.
• Coordinate referrals and matches between customers, contractors, trade allies, and appropriate financing providers.
• Support contractors and trade allies in understanding how to work with financing partners and what information is needed.
• Coordinate with implementation partners and delivery teams to ensure financing options are communicated consistently.
• Work with lender-facing staff to support appropriate matches and share market feedback.
• Track outreach, engagement, customer interactions, referrals, matches, and outcomes in CRM and other tracking systems.
• Gather feedback about financing barriers, customer objections, contractor needs, and program gaps.
• Help develop and deliver presentations, talking points, referral guides, job aids, and other outreach and training materials.
• Prepare regular updates on outreach, engagement, customer interest, referrals, matches, and market insights.
• Recommend improvements to contractor participation, customer awareness, referral quality, financing utilization, and program effectiveness.

Benefits

• Competitive base salary of $70,000–$95,000, commensurate with experience and qualifications.
• Performance-based bonus tied to individual and company performance.
• 401(k) retirement savings plan with employer match.
• Health, dental, vision, life, and disability insurance.
• Paid vacation, sick time, and holidays.
• Professional development and training opportunities.
• Inclusive, collaborative work environment that encourages innovation and growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level