(Philadelphia) Financing Account Manager

Energy Infrastructure Partners LLC•Philadelphia, PA

5d•$70,000 - $95,000•Hybrid

About The Position

Energy Infrastructure Partners LLC (EIP) is seeking a relationship-driven Contractor & Customer Finance Outreach Representative to support an energy efficiency financing initiative for a major Pennsylvania investor-owned utility. The role promotes awareness and use of financing options for eligible energy efficiency projects by engaging contractors, trade allies, implementation partners, and customers. It helps integrate financing into the customer journey and project development process, and supports a matching function that connects customers, contractors, and trade allies with suitable financing providers. The representative coordinates with internal program staff, implementation partners, and lender-facing team members so financing options are communicated effectively and referrals are actionable. The position is based in Philadelphia and is in-person, with in-office and remote flexibility. Employees are required to work in the office at least four days per week: Monday through Thursday. EIP is a minority-owned clean energy program implementation and consulting firm with offices in multiple states. The company describes its work as advancing sustainable energy solutions, supporting economic development, and prioritizing benefits for disadvantaged communities. EIP does not offer visa sponsorship, and applicants must have a valid U.S. driver's license.

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 market actors involved in project development and delivery.
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 financing concepts.
Experience coordinating multi-party delivery 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 implementation contractors, trade allies, and other market actors to promote financing for energy efficiency projects.
Conduct contractor and trade ally outreach and educate them about financing options and their value.
Coordinate with implementation partners and delivery teams to promote consistent communication and integration of financing into customer engagement and project development.
Explain available financing pathways to customers in clear, practical terms and help them understand how financing may support affordability and project implementation.
Promote the introduction of financing during project scoping, proposal development, and customer decision-making.
Coordinate referrals and match customers, contractors, and trade allies with appropriate financing providers based on project type, customer profile, and lender fit.
Help contractors and trade allies understand how to work with financing partners and what information is needed.
Develop and maintain relationships with customer-facing program staff, trade groups, and other relevant stakeholders.
Record outreach, contractor engagement, customer interactions, referrals, matches, and outcomes in CRM and other tracking systems.
Gather feedback on 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.
Coordinate with lender-facing staff to match financing partners to opportunities and share market feedback for network development.
Prepare regular updates on outreach, engagement, customer interest, referrals, financing matches, and market insights.
Recommend improvements to contractor participation, customer awareness, referral quality, financing utilization, and overall 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 insurance.
Dental insurance.
Vision insurance.
Life insurance.
Disability insurance.
Paid vacation, sick time, and holidays.
Professional development and training opportunities.
Dynamic, inclusive work environment that encourages collaboration, innovation, and growth.