Manager, Client Services and Engagement


Green Building Initiative



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


  • 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 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


  •  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 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 and ensure adherence to GBI standards regarding Salesforce usage and data entry


  •  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


  •  Follow up on membership/community leads and address questions as needed
  •  Work closely with AVP, Engagement and Director of Membership & Community to follow up with potential members and work together on building cases for renewals and upgrades
  • Support targeted outreach efforts in new markets
  • Assist with creation and delivery of curriculum for client training and professional development
  • Create/edit PowerPoint presentations as requested
  • Deliver presentations on webinars or in-person as requested
  • Support creation of and continuous updating of Green Globes Emerging Professionals, Green Globes Professionals, and Guiding Principles Compliance Professionals, and trainings
  • Assist with managing Continuing Education Provider credentials through all applicable associations (as backup)
  • Assist clients pursuing GBI offered training programs, including Green Globes Emerging Professional, Green Globes Professional, Guiding Principles Compliance Professional trainings.
  • Award and distribute training certificates as necessary for training programs and webinars
  • Assist with the Green Globes Assessor webinars on a quarterly basis

• 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.

• 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

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