The Role
Manage bilingual (Spanish/English) client relationships for installers, resolve escalations, analyze data to identify trends, maintain CRM records, manage project pipelines, perform partner due diligence, and investigate potential fraud while delivering excellent customer service across email, phone, and chat.
Summary Generated by Built In
About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
Summary:
The Bilingual Client Support Manager works with our partners to ensure we’re delivering the best customer experience possible. The CSM will leverage “Big Data” to identify areas of improvement with their clients and collectively work together on improving the customer experience. Additional duties such as client audits and pipeline management help to ensure customer expectations and GoodLeap standards are being met. We strive to be a reliable and trustworthy ally that always delivers for both our customers and Clients. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of “finance made friendly”.
Essential Job Duties & Responsibilities:
- Provide our customers with world-class customer service in Spanish and English
- Be a supportive and collaborative partner our installers can rely on
- Strategically partner with installers on ways to improve the customer experience
- Act as the primary point of contact for escalated client issues, ensuring timely resolutions
- Help resolve any questions or concerns our existing customers may have
- Communicating with installers regarding past, present and future projects
- Effectively managing a pipeline of projects to completion
- Document client interactions and resolutions in the CRM system to maintain accurate records and track trends
- Conducting monthly partner due diligence checks
- Ability to analyze data and spot trends
- Conduct collaborative investigations into possible fraudulent or suspicious activities
- Provide timely and effective support to clients via email, phone, and chat
- Maintain a positive and professional attitude in all client and customer interactions, building and maintaining strong relationships
Required Skills, Knowledge & Abilities:
- Ability to multitask
- Work independently and collaboratively
- Effectively interact with high profile partners
- Superior organizational skills
- Exceptional verbal and written skills
- Excellent problem-solving abilities
- Ability to work well under pressure and manage multiple priorities effectively.
- Flexibility to adapt to changing priorities and business needs.
- Time management
- Solar knowledge preferred
- Bilingual in Spanish required
Compensation: $25.04/ HR
Additional Information Regarding Job Duties and Job Descriptions:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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Skills Required
- Bilingual in Spanish
- Document client interactions and resolutions in the CRM system
- Ability to analyze data and spot trends
- Provide timely and effective support via email, phone, and chat
- Ability to multitask and manage multiple priorities
- Superior organizational skills and time management
- Exceptional verbal and written communication skills
- Ability to work independently and collaboratively
- Effectively interact with high-profile partners
- Conduct collaborative investigations into fraudulent or suspicious activities
- Conduct monthly partner due diligence checks
- Solar knowledge
GoodLeap Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about GoodLeap and has not been reviewed or approved by GoodLeap.
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Healthcare Strength — Feedback suggests GoodLeap provides comprehensive healthcare coverage, including medical, dental, vision, life, and disability insurance alongside EAP and mental-health support. On balance, the core coverage breadth appears solid.
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Leave & Time Off Breadth — Feedback suggests employees receive PTO, paid holidays, and sick time within a defined time-away program. Notes also highlight vacation and leave programs as standard offerings.
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Parental & Family Support — Feedback suggests parental and family medical leave are available. Recent mentions indicate parental leave was expanded in January 2026.
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The Company
What We Do
GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money. Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more. We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.
