Role OverviewThe Lender Partnership Manager will support the implementation of an energy efficiency financing initiative on behalf of a major Pennsylvania investor-owned utility company. The role involves building and maintaining relationships with contractors, trade allies, and customers to increase awareness and use of financing options for eligible energy efficiency projects. The ideal candidate is relationship-driven, organized, and able to translate financing concepts into practical, market-facing messaging.
What You Will Do
The main day-to-day responsibilities include engaging contractors and trade allies, supporting implementation partner coordination, educating customers on financing options, promoting financing as part of project development, coordinating referrals and matches, and tracking outreach and referral activity.
Why It Might Be a Fit
The ideal candidate is relationship-driven, organized, comfortable engaging both contractors and customers, and able to translate financing concepts into practical, market-facing messaging that supports project uptake.
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 an outreach, account management, loan officer, marketing, customer engagement, or similar role.
- Relationship Management Skills: Demonstrated ability to build and maintain productive external relationships with contractors, customers, partners, or other stakeholders.
- Communication Skills: Excellent verbal and written communication skills, with the ability to explain financing concepts and program offerings clearly to non-financial audiences.
- Customer and Market Orientation: Strong ability to understand customer needs, contractor perspectives, and market barriers and translate that understanding into practical engagement strategies.
- Organization and Follow-Through: Strong organizational skills with the ability to manage multiple relationships, track referrals and activities, and follow through consistently on opportunities.
- Collaboration Skills: Ability to work effectively across internal teams and with external partners in a coordinated, service-oriented environment.
- Technology Skills: Proficiency with Microsoft Office and experience using CRM systems, spreadsheets, and outreach or project tracking tools.
- Mission Alignment: Commitment to sustainability, energy efficiency, and delivering high-quality service in support of equitable clean energy outcomes.
Benefits
- Competitive base salary ($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.
- Comprehensive health, dental, vision, life, and disability insurance.
- Paid vacation, sick time, and holidays.
- Professional development and training opportunities.
- A dynamic, inclusive work environment that encourages collaboration, innovation, and growth.
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