Manager, Client Services and Administration

Company: 

Green Building Initiative

Location: 

Remote

Responsibilities- To apply please send a cover letter and resume to careers@thegbi.org on or before Friday, September 9, 2022

• CLIENT SERVICES – PUBLIC & PRIVATE SECTOR (60%)

  • Provide highly detailed project management and administration of building certification projects, often with tight deadlines
  • Proactively follow up with clients as needed to ensure their project stays on schedule
  • Address client questions regarding the assessment process and next steps, and facilitate getting answers to technical questions from GBI technical support staff
  • Facilitate assessor introduction and assessment scheduling
  • Administer assessment reporting, including review by GBI technical staff, quality control, and issuance of reports to clients
  • Administer fulfillment of assessment recognition items (e.g., plaques, certificates), including client follow up, coordination or personalization (as necessary), and interfacing, with external vendor(s)
  • Provide additional support as needed and/or requested for high-volume clients, such as delivering group training, communicating with multiple levels of personnel regarding the project(s), and finding solutions to project barriers
  • Log all client communication in Salesforce.com and ensure adherence to GBI standards regarding Salesforce usage and data entry
  • Act as a liaison between the client and GBI technical experts
  • Schedule and facilitate conference calls for clients, pulling the appropriate GBI technical expert in for consulting as necessary

• BUSINESS DEVELOPMENT/SALES SUPPORT (15%)

  • Administration of sales activities, such as quoting, order processing, vendor setup,contract administration, A/R collection, etc.
  • Coordinate with accounting as needed regarding client invoicing
  •  Support clients on live chat and escalate inquiries as necessary to senior staff
  • Address inquiries submitted through the website or info@thegbi.org and escalate project inquiries as necessary to senior staff
  • Encourage and sell the use of new and existing products and modules offered under the GBI brand
  • Assist in the development of promotional and marketing materials as needed
  • Attend conferences and other events as requested and follow up with leads as appropriate
  • Schedule and conduct in-person and virtual Lunch & Learns and calls with prospective clients
  • Follow up and vet leads as requested, including but not limited to: GBI Credentialed Professionals, Webinar attendees, Owner/managers of previously certified buildings
  • Live chat, website, phone calls, and info box inquiries
  • Log all client communication in Salesforce.com and ensure adherence to GBI standards regarding Salesforce usage and data entry

• ACCOUNTS RECEIVABLE (10%) (Serve as back up to Manager, Accounting & Administration)

  • Monitor Salesforce for invoice requests
  • Create invoices in QuickBooks and send to clients
  • Invoices to be created the same day as order is received
  • Billing information will be obtained from Salesforce after entry by opportunity owner
  • Copy of client invoice will be uploaded to Salesforce. Update invoice information in Salesforce

• ADMINISTRATION (5%)

  • Support membership administration as needed
  • Support education enrollment as needed
  • Support business development
  • Assist with administrative data entry as needed
  • Perform Salesforce “auditing” on a weekly basis and as needed
  • Create procedures guidance for miscellaneous processes
  • Pull reports from Salesforce, organize data, and create spreadsheets as needed
  • Test new products, materials, and modules offered under the GBI brand

Requirements

  • Candidates must be able to work from home with the assurance of quiet and stability
  • appropriate for a work environment.
  • Employee must provide own internet access. Minimum download speed is 15 mbps (30+ mbps recommended). Minimum upload speed is 2 mbps (5+ mbps recommended).
  • 10-15% travel (average twice per quarter) is required; training in one or more locations.
  • Self-motivated and proactive, capable of working with limited supervision

Qualifications

  • QuickBooks experience required
  • 3 years of office experience preferred
  • Strong organizational skills and high detail orientation
  • Sales or fundraising experience is extremely helpful; confidence asking for money is required
  • Exceptional customer service orientation
  • Strong problem solving and decision-making ability
  • Online webinar platform experience (MS Teams, Zoom and/or GoToWebinar)
  • Advanced level writing/content creation skills
  • Technical aptitude with strong computer literacy; proficiency with Microsoft Office
  • Excellent written and verbal communication skills
  • Experience working with community building is a plus
  • Experience with Learning Management System is a plus
  • Green Globes® Professional (GGP) certification extremely beneficial
  • Secondary language skills are a plus

Education
Associates degree in related field or an equivalent combination of education and work experience.
Bachelor’s degree preferred.