Origination Administrator

Responsibilities

• Customer records: Create and maintain organized and up-to-date customer records in coordination with Origination lead through timely data entry and meticulous data hygiene in CRM platform
• Data Requests: Work with internal departments to source required data and/or approvals to qualify an opportunity
• Document management: Accurately and promptly support Origination team on contract pipeline management to deliver scale and speed
• Sales reports: Partner with Sales Operations to generate and analyze sales reports to provide insights into performance
• Administrative support: Provide business-related administrative assistance to the Origination team, including correspondence and document management
• Communication: Interact with site hosts and interact with internal teams, demonstrating strong communication and interpersonal skills
• Customer service: Perform basic customer service functions, such as answering questions and responding to inquiries from potential leads
• Payment management: Capably field questions from customers or Finance regarding status of payments
• Customer feedback: Communicate customer feedback to appropriate internal stakeholders

The ideal candidate will be passionate about our mission and have excellent communication skills and exuberant curiosity. They will also have:

• Associate or Bachelor's degree preferred
• Previous administrator experience
• Great written and spoken communication skills
• Strong organizational abilities
• Comfort with interacting with senior level individuals inside and outside of the company
• Interest in the EV industry and/or sustainability