About Us
Sunstone Credit is a financial technology company working to help businesses go solar.Solar in the United States is an exciting, accelerating industry. In 2021, over half of all new electricity-generating capacity was solar. Homeowners and really large businesses are increasingly installing solar, but we need to make it easier for small and medium sized businesses to do the same.Sunstone Credit is working to grow this significantly underserved segment in the solar industry by offering financing solutions that democratize access to renewable energy solutions for businesses.
With unique capital and proprietary technology, Sunstone provides simple and efficient financing that solar installers use to help businesses acquire and deploy their solar system.We partner with best-in-class renewable energy developers across the country and help them grow and develop new customers and markets. By providing solar loans to businesses, we help these companies control their energy costs, contribute to meeting climate goals and ensure our entire economy is benefiting from clean, distributed electricity generation.
About the Role
Sunstone is seeking a Borrower Success Lead to join our team. As a member of the client services team, you’ll report directly to the Head of Borrower Success and help grow Sunstone’s commercial activities by leading client experience, success and supporting related tasks. This includes step by step guidance on our client application process, reviewing underwriting documents and responding to the needs of our clients.A large part of the role will entail cultivating a strong relationship with both clients and members of our team.
You must exemplify a strong communication ethic – both written and verbal – commensurate with your role as a champion of our clients. We believe that data and metrics are a key element of any client experience function; therefore you will be expected to capture data and keep accurate notes and details in SalesForce related to your department. You will also assist in developing processes that support our ability to execute at scale while still maintaining an exceptional client experience.Key Responsibilities:
Champion the client experience and represent our customers internally Own client relationships as the ‘first point of contact’ for all clients Act as a trusted advisor, SME and point of escalation for your customers Work in collaboration with business development and underwriting teams Verifying documentation to ensure completeness and accuracy for each individual client Excellent time management skills Qualifications
Req: 2 – 4 years experience in customer success Bonus if you’ve had experience in a fast paced, start-up like environment Demonstrated passion for understanding the customer and upholding a team culture that supports a positive customer experience Enthusiasm and expertise in customer experience with a proven record of developing customer facing strategies to drive client satisfaction Experience with SalesForceSelf motivated, detail oriented and able to work autonomously Bachelors degree or associate degree desired There is a preference for the candidate to be in New York with abilities to adhere to a hybrid schedule in our Chelsea office 3x/week – however we will make concessions for the right candidate to be remote if necessary