Financing Program Manager

Energy Infrastructure Partners

. Support implementation of an energy efficiency financing initiative for a major Pennsylvania investor-owned utility company .

Posted 9/17/2026full-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 delivering effective outreach strategies. Proficient in utilizing CRM systems and Microsoft Office to track activities and report on program effectiveness.

Highest-signal resume keywords

Commercial Finance ExperienceCustomer Engagement StrategiesRelationship ManagementCRM ProficiencyEnergy Efficiency Program Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial FinanceCustomer EngagementOutreach StrategiesProgram ParticipationMarket AnalysisFinancing ConceptsTraining DevelopmentReportingProposal DevelopmentProject Scoping

Soft Skills

Excellent Communication SkillsOrganizational SkillsRelationship BuildingProblem SolvingTeam Collaboration

Tools & Technologies

Microsoft OfficeCRM SystemsSpreadsheetsProject Tracking Tools

Industry Keywords

Energy EfficiencyUtility-Sponsored ProgramsDemand-Side ManagementSustainabilityCommercial LendingEquipment FinanceCustomer Financing

About the role

Key responsibilities & 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

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 related field; or equivalent relevant experience
Ability to build and maintain productive external relationships with contractors, customers, partners, or other stakeholders
Excellent verbal and written communication skills, with ability to explain financing concepts and program offerings clearly to non-financial audiences
Ability to understand customer needs, contractor perspectives, and market barriers and translate them into practical engagement strategies
Strong organizational skills to manage multiple relationships, track referrals and activities, and follow through consistently
Ability to work effectively across internal teams and with external partners
Proficiency with Microsoft Office and experience using CRM systems, spreadsheets, and outreach or project tracking tools
Commitment to sustainability, energy efficiency, and equitable clean energy outcomes
Must have a valid US driver's license
Must be authorized to work without visa sponsorship; EIP does not offer visa sponsorship
Preferred: experience supporting utility-sponsored energy efficiency or demand-side management programs
Preferred: experience working with contractors, implementers, distributors, trade allies, or related market actors
Preferred: customer recruitment, account management, or program participation experience
Preferred: familiarity with commercial lending, equipment finance, energy project finance, or customer financing
Preferred: experience with multi-party delivery models involving utilities, prime contractors, subcontractors, and field partners
Preferred: experience developing or delivering training, presentations, guides, or outreach materials
Preferred: experience tracking referrals and working within structured programs with reporting requirements

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
Hybrid work with in-office and remote flexibility
Dynamic, inclusive work environment that encourages collaboration, innovation, and growth