Associate, Client Success

Posted 22 Days Ago
Be an Early Applicant
Boston, MA
Hybrid
59K-61K Annually
Junior
Fintech • Information Technology • Energy • Renewable Energy
The power of global markets will deliver a world worthy of future generations.
The Role
The Associate, Client Success is responsible for onboarding and providing client services in the renewable energy market. This role involves processing applications, collaborating with clients and partners, and enhancing client understanding of SRECTrade services. Strong communication skills and attention to detail are crucial for success in this position.
Summary Generated by Built In

Xpansiv®, a trailblazer in the energy and environmental commodities market, operates the integrated, open, and neutral market platform designed to accelerate the global energy transition. Xpansiv provides thousands of market participants and intermediaries with access to the widest possible range of energy transition markets, through its suite of solutions, including the world’s largest environmental commodities trading platform, where billions of assets cross per year. Xpansiv’s end-to-end technology platform services the entire life cycle of environmental commodities, connecting diverse markets and market participants across the world and enabling stakeholders to deliver transparent and trusted environmental claims to address the growing demand for energy transition. Leveraging its extensive industry knowledge and proven technology portfolio, Xpansiv assists companies seeking to identify and mitigate risk, streamline the management of their environmental assets, and comply with regulations, caps and commitments.


About SRECTrade


SRECTrade, Inc. is a technology driven environmental commodity management and transaction platform. Since its inception in 2008, SRECTrade’s mission has been to help accelerate the adoption of clean energy assets resulting in the reduction of greenhouse gases.


The Company ensures that complex environmental commodity markets are transparent, equitable, and accessible to all eligible parties. The Company is one of the largest transaction and management firms in the industry. SRECTrade provides transaction, management, and technology solutions to more than 10 North American renewable energy and clean fuel markets across more than 20 unique commodities. The firm has facilitated more than $600 million of environmental commodity transactions.


Job Summary


This position is responsible for providing client services as well as onboarding new clients/assets to ensure they are being paid appropriately through the company's systems. The position will work cross-functionally and with other team members to ensure that work is completed on time and without errors. Acute communication skills are required, as well as the ability to distill complex information into an easy-to-understand format for our various clients.

Key Responsibilities

  • Develop knowledge and understanding of SREC, REC, AEC, and/or other renewable energy markets for one or more of the following: District of Columbia, Delaware, Illinois, Maryland, Massachusetts, New Jersey, Ohio, Pennsylvania, Virginia, and/or any other future states.
  • Learn the complex state solar and renewable energy certification rules and procedures.
  • Understand how SRECTrade provides services to system owners (clients) and solar installers/project developers (partners) within the framework of the state(s) and market(s).
  • Process incoming renewable energy project applications in an accurate and timely manner.
  • Review application materials and correspond with clients and partners via telephone and email for any outstanding information
  • Assist in the state certification process of solar and/or other renewable systems to participate in the renewable energy programs in the state(s)
  • Coordinate the registration of state-certified systems in the appropriate tracking registry.
  • Provide prompt and excellent daily client services via telephone and email.
  • Assist in new client onboarding process including describing the SRECTrade application process and the Company’s services.
  • Facilitate client understanding and usage of SRECTrade online accounts.
  • Provide solutions to client and partner inquiries about applications, account creation, account status, and transactions.

Required

  • Requires a High School Diploma or Equivalent certification.
  • Minimum 2 years of relevant experience

Preferred Skills

  • Excellent internal and external communication skills, verbal and written, with a friendly demeanor and a welcome presence with clients
  • Exceptional attention to detail
  • 1-2 years of experience in a high-volume client service environment
  • Ability to wear multiple hats, multi-task, triage work, and take on ad hoc tasks if needed
  • Proficiency with Microsoft Office, PDF programs, and Salesforce or other CRM's is a plus.

What can you expect throughout the interview process:

Step 1- Shortlisting of resume & Recruiter screening

Step 2- Hiring Manager MS teams call

Step 3- Final Presentation Interview



Base Salary

Compensation for this role will vary among specific regions due to geographic differentials in the labor market, actual pay will be determined considering factors such as relevant skills and experience, knowledge, education and training. However, compensation in the following regions is expected to be as follows:

Boston, MA: Compensation is expected to be between

$59,000 and $61,000



Here at Xpansiv, we cultivate diversity, celebrate individuality, and believe unique perspectives are key to our collective success in building trust and transparency in global efforts toward net-zero future. Xpansiv is committed to equal employment opportunity regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, protected veteran status, or any status protected by applicable federal, state, or local law.


Note to Recruiters: Xpansiv does not accept unsolicited resumes or referrals from placement agencies, staffing vendors or other external parties seeking recruiting fees without a signed formal agreement.

Top Skills

MS Office
Salesforce
The Company
HQ: New York, NY
300 Employees
Hybrid Workplace
Year Founded: 2016

What We Do

Xpansiv® operates the world’s largest integrated, open and neutral market infrastructure for the global energy transition. Through Xpansiv’s comprehensive end-to-end technology platform, which covers the entire lifecycle of environmental commodities, the company connects diverse markets and participants worldwide playing a pivotal role in scaling the energy transition.

Why Work With Us

At Xpansiv, we are driven by a shared passion for our vision and mission. We are pioneers, embracing trust and flexibility while delivering results in a vibrant, dynamic, and ever-evolving work environment. Our team is engaging and supportive, creating an atmosphere rich with new ideas, learning opportunities, and friendships around the world.

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