Financing Program Manager

Energy Infrastructure Partners

. Build and maintain relationships with implementation contractors, trade allies, and other market actors promoting energy-efficiency financing .

Posted 9/18/2026full-timePhiladelphia • Pennsylvania • United StatesMid-LevelSenior💰 $70,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial finance and customer engagement, with a strong focus on building relationships and integrating financing into project development. Proficient in tracking outreach activities and providing strategic recommendations to enhance program effectiveness.

Highest-signal resume keywords

Commercial Finance ExperienceCustomer EngagementRelationship ManagementMicrosoft Office ProficiencyCRM Systems Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project DevelopmentProposal DevelopmentFinancing IntegrationMarket AnalysisOutreach Strategy

Soft Skills

Verbal CommunicationWritten CommunicationOrganizational SkillsCustomer Needs UnderstandingStakeholder Engagement

Tools & Technologies

CRM SystemsSpreadsheetsOutreach ToolsProject Tracking Tools

Industry Keywords

Energy EfficiencySustainabilityFinancing OptionsContractor EngagementMarket Feedback

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in business, marketing, communications, environmental studies, finance, or a related field; or equivalent relevant experience
At least 3 years of experience in commercial finance in an outreach, account management, loan officer, marketing, customer engagement, or a related field; or equivalent relevant experience
Demonstrated ability to build and maintain productive external relationships with contractors, customers, partners, or other stakeholders
Excellent verbal and written communication skills, with the ability to explain financing concepts and program offerings clearly to non-financial audiences
Strong ability to understand customer needs, contractor perspectives, and market barriers and translate that understanding into practical engagement strategies
Strong organizational skills with the ability to manage multiple relationships, track referrals and activities, and follow through consistently on opportunities
Ability to work effectively across internal teams and with external partners in a coordinated, service-oriented environment
Proficiency with Microsoft Office and experience using CRM systems, spreadsheets, and outreach or project tracking tools
Commitment to sustainability, energy efficiency, and delivering high-quality service in support of equitable clean energy outcomes
EIP does not offer visa sponsorship for this position
Must have a valid US driver’s license

Benefits

Comp & perks

Performance-based bonus tied to individual and company performance
401(k) retirement savings plan with employer match
Comprehensive health, dental, vision, life, and disability insurance
Paid vacation, sick time, and holidays
Professional development and training opportunities
A dynamic, inclusive work environment that encourages collaboration, innovation, and growth
In-office and remote flexibility