ClearSource BPO

Customer Support

• Engage in Regular Coaching: Attend weekly one-on-one meetings with your leader, actively implement feedback, and follow through on assigned action items to drive continuous improvement.
• Maintain Reliable Attendance: Adhere to assigned work schedules, including punctuality for shifts, lunch breaks, and scheduled rest periods.
• Deliver Exceptional Customer Care: Process proposals with a high degree of accuracy, strictly following QA guidelines and established workflows.
• Complete tasks within required timelines to meet Service Level Agreements (SLAs).
• Foster professional, respectful relationships within the team and organization.
• Proactively eliminate unnecessary delays or inaccuracies that may hinder project progress.
• Participate in Team Engagement: Contribute to discussions and knowledge sharing during daily team huddles and collaborative meetings.
• Commitment to Quality Improvement: Attend all scheduled QA sessions and take actionable steps to address performance opportunities.
• Achieve Performance Targets: Consistently meet or exceed Key Performance Indicators (KPIs) and goals as set by management.

Customer Service Representative – Solar Campaign

• Deliver world-class customer care through inbound and outbound calls
• Show up for assigned shifts and follow scheduled breaks and lunches
• Uphold ClearSource’s standards of excellence in Accuracy, Connection, and Ease
• Act as a brand ambassador advocating for the customer’s needs
• Utilize ClearSource systems and tools for information tracking, issue resolution, and order coordination
• Collaborate with internal teams to ensure every customer concern is handled with grace, accuracy, and timeliness
• Maintain discretion and professionalism, especially when handling high-profile or VIP customers

Customer Service Representative

• Deliver world-class customer care through inbound and outbound calls
• Show up for assigned shifts and follow scheduled breaks and lunches
• Uphold ClearSource’s standards of excellence with Accuracy, Connection, and Ease
• Act as a brand ambassador, advocating for the customer’s needs
• Utilize ClearSource systems and tools for information tracking and issue resolution
• Collaborate with internal teams to ensure every customer concern is handled professionally
• Maintain discretion and professionalism, especially with high-profile or VIP customers

Customer Service Representative – Luxury Retail Account

Project Manager

• Ensure a smooth and efficient permitting application/submission flow and support various related stages of the permitting process
• Support Project Coordinators by clearing bottlenecks, ensuring accurate documentation, and facilitating smooth communication between internal teams and clients
• Focus areas: Design, Notice to Proceed (NTP) handoff, Rejects, Permission to Operate (PTO), SREC & VPP processes
• Support intake of new projects including auditing contracts and verifying submission of all required documents
• Generate reports from the CRM system and assist with data entry and data cleanup to ensure up-to-date project information
• Communicate directly with clients to request and collect missing documents, provide updates, and coordinate key project milestones
• Follow a structured schedule as outlined by leadership and participate in weekly meetings, 1-on-1s and team huddles
• Report directly to the Program Team Lead and work to achieve established program KPIs

Customer Service Representative – Solar Campaign

Customer Service Representative

Customer Service Representative – Luxury Retail Account

Assistant Project Coordinator – Solar Campaign