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.