Installer Support Specialist

Climate First Bank

Installer Support Specialist providing support for solar installers across OneEthos and Bodhi. Onboarding, training, and operational support ensuring a high-quality installer experience.

Posted 7/27/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer support and relationship-building skills, with a focus on installer engagement and retention. Proficient in navigating financial services and compliance regulations while providing empathetic support and problem resolution.

Highest-signal resume keywords

Customer Support ExperienceRelationship BuildingVerbal And Written CommunicationProblem-Solving MindsetFamiliarity With Financial Services

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Active ListeningEmpathyAdaptabilityOwnership

Tools & Technologies

OneEthos PlatformBodhi Platform

Industry Keywords

Installer EngagementLoan ApplicationsCompliance TrainingBank PoliciesFraud Prevention

About the role

Key responsibilities & impact

Serve as the primary point of contact for solar installers, delivering empathetic, responsive support across OneEthos and Bodhi platforms
Build trusted relationships through consistent, human-centered interactions
Ensure installers feel heard, supported, and confident in every engagement
Welcome and onboard new installers into the network
Train sales representatives, owners, and admins on systems and operational processes
Enable installers to confidently navigate tools and workflows from day one
Assist installers with loan applications to ensure a seamless pipeline from submission to completion
Take full ownership of installer issues and follow through to resolution
Maintain clear communication and accountability throughout the support lifecycle
Monitor installer engagement and performance signals to identify risks
Proactively reach out to address concerns before escalation
Support long-term installer success and retention through early intervention
Develop deep knowledge of OneEthos and Bodhi products
Share installer insights and feedback to inform product improvements and innovation
Identify referral opportunities and collaborate across teams within the organization
Adopt a commitment to environmental, social, economic, and racial justice
Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training
Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations
Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity

Requirements

What you’ll need

Strong customer support or installer-facing experience with a focus on relationship building
Excellent verbal and written communication skills with active listening ability
Proven problem-solving mindset with ownership of issues through resolution
Ability to learn and adapt quickly to new technologies and platforms
Familiarity with financial services, lending, or banking regulations is a plus

Benefits

Comp & perks

100% employer-paid health coverage for employees; employer contribution for dependents
Medical, Dental & Vision Insurance
Health Savings Account (HSA)
Free Telemedicine access via Teladoc
401(k) with 6% Employer Match — No Vesting Period
Employee Stock Options
Exclusive Employee Banking Perks
0% Financing for Employee Solar Loans
Employee Only Mortgage Product with exclusive interest rates and terms
0% Financing for Eligible Electric Vehicles (EVs)
Referral Incentives
2–4 Weeks of Vacation based on officer level plus additional tenure-based time
64 Hours of Paid Sick Time for all full-time employees
Company-Paid Life Insurance
Short- & Long-Term Disability Insurance
Voluntary Life, Accident & Critical Illness Coverage
Employee Assistance Program (EAP) with free counseling, legal, and financial services