What are the responsibilities and job description for the Client Navigator - Spanish Bilingual position at Mac's List?
MISSION
Community Energy Project partners with low-income communities on the frontlines of climate change to create more resilient, efficient, and healthy homes.
REPORTS TO
Engagement Manager
POSITION SUMMARY
Community Energy Project is seeking someone passionate about working with our clients one-on-one to support and guide them through in-depth energy efficiency renovation projects in their home funded by the Portland Clean Energy Fund. The Navigator has the opportunity to connect with diverse audiences across multiple languages, backgrounds, and experience levels. This is a great position for organized candidates who love connecting deeply and supporting individuals in their community.
Navigators are not expected to be technical experts, but they should be ready and excited to develop a strong understanding of building energy efficiency improvements and the home renovation process. Their main goal will be to assist customers while working to improve the understanding between customers, contractors, and others in the program.
CEP currently operates hybrid with an in-person office based in Portland and ability to work remotely, when possible. We do anticipate this role having regular site visits to client households as well as regular in-person meetings throughout the City of Portland.
ESSENTIAL RESPONSIBILITIES
- Culturally Specific Customer Navigation
- Engage and interact with customers one on one (phone and in person) to help them through the home retrofit process
- Offer language interpretation and translation services, as needed, to ensure effective communication with any interested customer
- Assist customers with overcoming any barriers to accessing or navigating program, including understanding eligibility, completing verification and enrollment, education on home energy retrofit and renovation process tailored to the work being done in their home, contractor communication, and post-project follow up
- Learn and adapt program processes for customers, as needed, to ensure cultural awareness and competency
- Track any program or process issues and attend twice-yearly feedback and troubleshooting sessions with broader team to ensure client needs are being met
- Data Management & Organization
- Oversee detailed data entry to track customer-navigator process and status
- Ensure customers receive regular updates on project status and progress
- Accurate and timely data entry to track customer interactions from initial interest to project completion, plus one year of follow-up correspondence
- Collect, store, and analyze personally sensitive data
- Use platforms including but not limited to Salesforce, Google Suite, Microsoft Suite
- Data analysis and reporting, including contracted quarterly reports
- Community Outreach and Engagement
- Assist in the development and transcreation of culturally specific outreach materials
- Conduct program outreach, such as relationship building with community partners and tabling at community events
- Translation and interpretation services between English and Spanish (phone calls, in-person meetings, emails, reporting, etc)
QUALIFICATIONS and REQUIREMENTS
Benefits : CEP is proud to offer a robust benefits package that includes paying 100% of the monthly premium for employee-only health care coverage. CEP also matches up to 3% of the employee’s contribution to their 403 (b). We offer 10 days of vacation time off per year, 12 days of sick time per year, 11 days of paid time off for nationally recognized holidays, as well as paid days between Christmas and New Years Eve. Eight weeks paid sabbatical at six years.
Statement of Inclusion : Community Energy Project is an
