Energy Infrastructure Partners

Program Manager

• Build and maintain relationships with implementation contractors, trade allies, and other market actors promoting energy-efficiency financing
• Increase customer awareness of financing options and explain how financing can support project implementation
• Integrate financing into project development, scoping, proposal development, and customer decision-making
• Connect customers, contractors, and trade allies with appropriate financing providers based on project type, customer needs, and lender fit
• Coordinate with implementation partners, internal program staff, delivery teams, and lender-facing team members
• Track outreach activity, contractor engagement, customer interactions, referrals, financing matches, and outcomes in CRM and other tracking systems
• Gather market feedback about financing barriers, customer objections, contractor needs, and program gaps
• Support development and delivery of presentations, talking points, referral guides, job aids, and other outreach materials
• Prepare regular reports and updates on outreach activity, customer interest, referrals, matches, and market insights
• Recommend strategies to improve contractor participation, customer awareness, referral quality, financing utilization, and overall program effectiveness

Financing Program Manager

Account Manager

• Lead delivery of an energy efficiency financing initiative for a major Pennsylvania investor-owned utility company
• Own and continuously refine the financing program model, processes, tools, and matching function
• Recruit, educate, onboard, train, and support banks, CDFIs, credit unions, equipment finance companies, specialty finance providers, and other lenders
• Build and maintain a diverse lender network
• Understand lender products, borrower profiles, project preferences, deal sizes, geographic coverage, underwriting requirements, approval processes, and participation criteria
• Educate lenders on energy efficiency project economics and utility program delivery
• Manage the lender-side financing matching desk and coordinate contractor-facing outreach
• Evaluate financing referrals, identify appropriate financing pathways, coordinate introductions, and track referral and financing outcomes
• Serve as EIP's primary day-to-day program contact with the prime implementation contractor and utility sponsor
• Lead meetings, coordinate approvals and support needs, communicate performance, and resolve delivery issues
• Establish and monitor program KPIs, referral and conversion outcomes, lender participation, and financing outcomes
• Maintain CRM and program records; prepare client and internal performance reports
• Support forecasts, invoicing inputs, budget tracking, and other administrative requirements
• Gather market feedback, identify financing gaps and barriers, and implement continuous program improvements
• Create and maintain lender profiles, training content, referral guides, matching tools, process documentation, and presentations

Lender Partnership Manager

• Lead EIP's delivery of an energy efficiency financing initiative for a major Pennsylvania investor-owned utility company
• Build and maintain a diverse network of banks, CDFIs, credit unions, equipment finance companies, specialty finance providers, and other lenders
• Recruit, educate, onboard, train, and support financing partners
• Understand lender products, borrower profiles, project preferences, deal sizes, geographic coverage, underwriting requirements, and approval processes
• Own the day-to-day design, management, and refinement of the financing offering and matching desk
• Establish lender and referral workflows, matching criteria, tools, and process documentation
• Manage financing referrals, identify appropriate financing pathways, coordinate introductions, and track opportunities through financing outcomes
• Coordinate the contractor-facing outreach function and implementation partners
• Serve as EIP's primary day-to-day program contact with the prime implementation contractor and utility sponsor
• Lead meetings, coordinate approvals and support needs, communicate performance, and resolve delivery issues
• Establish and monitor program KPIs, referral and conversion outcomes, lender participation, and financing performance
• Maintain accurate CRM and program records and prepare client and internal performance reports
• Support forecasts, invoicing inputs, budget tracking, and other administrative requirements
• Identify financing gaps, borrower and contractor barriers, and market opportunities
• Use market feedback and performance data to improve lender coverage, customer experience, program design, and market impact

• Support implementation of an energy efficiency financing initiative for a major Pennsylvania investor-owned utility company
• Conduct outreach and education for contractors, trade allies, implementation partners, and customers
• Build and maintain relationships with contractors, trade allies, customer-facing program staff, trade groups, and other stakeholders
• Increase awareness and use of financing options for eligible energy efficiency projects
• Ensure financing is integrated into customer engagement, project scoping, proposal development, and decision-making
• Connect customers, contractors, and trade allies with appropriate financing providers based on project type, customer needs, and lender fit
• Coordinate with implementation partners, delivery teams, internal program staff, and lender-facing staff
• Track outreach activity, contractor engagement, customer interactions, referrals, matches, outcomes, and market insights in CRM and other systems
• Gather feedback on financing barriers, customer objections, contractor needs, and program gaps
• Help develop and deliver presentations, talking points, referral guides, job aids, and training materials
• Prepare regular reports and updates on outreach, engagement, customer interest, referrals, matches, and market insights
• Recommend strategies to improve participation, awareness, referral quality, financing utilization, and program effectiveness