What are the responsibilities and job description for the OE Partner Success Specialist position at Climate First Bank?

Be part of the Technology Revolution!

OneEthos is a purpose-driven fintech startup founded and built by community bankers to put best-in-class digital solutions to work for community financial institutions that are traditionally underserved by technology, helping them strengthen their digital channels and grow loans and deposits profitably and responsibly while generating positive social, environmental, and financial returns.

We want YOU to help us on this mission and are looking for exceptionally hardworking, passionate, and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and

continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

We have an exciting opportunity for a Partner Success Specialist help to propel our Solar financing line of business forward through expanding and supporting our network of solar installers nationwide. This position will also assist processing loan application requests generated via the network of solar installers through all stages of the loan including lead generation, underwriting, booking, funding, and servicing.

This position is remote.

Benefits :

Base compensation plus unlimited incentive potential.
100% employer paid medical, vision and dental insurance for the employee.
100% employer paid disability and life insurance for the employee.
Best-in-class 401k match (no vesting period).
Employee only rates for certain loan products
Working with an amazing team of dedicated and like-minded individuals!
Being part of an exciting venture with amazing opportunities for growth and

opportunities!

Primary Responsibilities :

Provide exceptional support to clients (Financial Institutions) and partners (Solar Installers).

Implement sales strategies to increase partner engagement.

Expand the network of Solar Installers. Train and onboard sales reps, owners, and admins of new solar installers on our operational processes.

Guide new partners and financial institutions from initial application submitted to application completed, through training, and into post onboarding completed support.

Monitor partner health and reach out to partners before risks escalate and identify remediation options.

Secondary Responsibilities :

Practice unwavering commitment to OneEthos ethical solar principles and core values as well as social, economic, environmental, and racial justice.

Adopt and embrace OneEthos mission and sustainability practices and obtain relative education to its mission and values.

Develop and maintain a deep understanding of OneEthos products and participate in the development of new products based on market demand and forecasting data.

Proactively seek out referral opportunities for Climate First Bank and actively liaise with the appropriate team members across all subsidiaries of the holding company.

Requirements :

Passion for sales and business growth.

Enthusiasm for our mission and desire to support a community focused business.

An outstanding coach with proven record of building strong teams.

Demonstrated ability to inspire team members to meet business objectives.

Tenacious focus on the delivery of an exceptional client experience.

Proven, consistent achievement of business growth goals and financial targets.

Educated in financial products and services, banking regulations and laws.

Outstanding communicator both verbally and in writing with the ability to craft professional correspondence and demonstration of strong active listening skills.

Ability to quickly learn, adopt, and use new technology.

Desire to work in a fast-growing start-up environment with frequent pivots and adjustments that require sound multi-tasking and time management skills as well as the ability to function well under pressure.

The ideal candidate is a driven self-starter who is able to work independently, under limited direction and supervision, exercising independent judgement, referencing available resources, and demonstrating a high level of accuracy and attention to detail.

Physical Demands :

Sustained standing and sitting.

Frequent use of PC, including typing or sustained attention to monitor.

Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement :

At OneEthos we truly believe that our people are our strength and the diverse talents they

bring to our workforce are directly linked to our success. Diversity and inclusion are at the

core of our values and mission. We do not discriminate on the basis of any protected

attribute, including race, religion, color, national origin, gender, sexual orientation, gender

identity, gender expression, age, marital or veteran status, pregnancy or disability, or any

other basis protected under applicable law. In accordance with applicable law, we make

reasonable accommodations for applicants' and employees' religious practices and

beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer / Disability / Veterans

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