
Installer Support Specialist
Posted Jul 27

Posted Jul 27
This is a fully remote position, open to applicants in United States.
• Act as the main point of contact for solar installers, providing compassionate and responsive support across the OneEthos and Bodhi platforms.
• Establish trusted relationships through consistent, human-focused interactions.
• Ensure that installers feel acknowledged, supported, and assured throughout every interaction.
• Welcome and onboard new installers into the network.
• Provide training to sales representatives, owners, and administrators on systems and operational processes.
• Equip installers to confidently navigate tools and workflows from day one.
• Assist installers with loan applications to guarantee a smooth pipeline from submission to completion.
• Take full responsibility for installer issues and ensure follow-through until resolution.
• Maintain transparent communication and accountability throughout the support lifecycle.
• Monitor installer engagement and performance metrics to detect potential risks.
• Proactively reach out to address concerns before they escalate.
• Support long-term installer success and retention through early intervention.
• Develop a comprehensive understanding of OneEthos and Bodhi products.
• Share insights and feedback from installers to guide product enhancements and innovation.
• Identify referral opportunities and collaborate with various teams within the organization.
• Commit to principles of environmental, social, economic, and racial justice.
• Stay updated on relevant regulatory requirements and complete all necessary compliance and IT training.
• Strive to understand established Bank policies, procedures, and regulations.
• Investigate suspicious activities and work closely with the relevant departments to help prevent fraudulent actions.
• Strong background in customer support or experience dealing directly with installers, emphasizing relationship building.
• Exceptional verbal and written communication skills, complemented by strong active listening abilities.
• Demonstrated problem-solving approach with a commitment to seeing issues through to resolution.
• Capacity to learn and adapt swiftly to new technologies and platforms.
• Familiarity with financial services, lending, or banking regulations is advantageous.
• 100% employer-paid health coverage for employees; employer contribution for dependents.
• Medical, Dental & Vision Insurance.
• Health Savings Account (HSA).
• Free Telemedicine access via Teladoc.
• 401(k) with 6% Employer Match — No Vesting Period.
• Employee Stock Options.
• Exclusive Employee Banking Perks.
• 0% Financing for Employee Solar Loans.
• Employee Only Mortgage Product with exclusive interest rates and terms.
• 0% Financing for Eligible Electric Vehicles (EVs).
• Referral Incentives.
• 2–4 Weeks of Vacation based on officer level plus additional tenure-based time.
• 64 Hours of Paid Sick Time for all full-time employees.
• Company-Paid Life Insurance.
• Short- & Long-Term Disability Insurance.
• Voluntary Life, Accident & Critical Illness Coverage.
• Employee Assistance Program (EAP) offering free counseling, legal, and financial services.
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