Energy Efficiency Program Associate, Homeowner Applications (part-time)Clean Energy Fund of Texas, Inc • United States
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Energy Efficiency Program Associate, Homeowner Applications (part-time)
Clean Energy Fund of Texas, Inc
- United States
- United States
Über
Success in this role requires strong organizational skills, clear and professional communication in both English and Spanish, and a genuine commitment to serving homeowners in underserved communities. You'll thrive here if you're detail‑oriented, adaptable, and motivated by work that creates real impact for the people we serve.
About Us Clean Energy Fund of Texas (CEFTX) is a pioneering nonprofit green bank transforming how clean energy solutions reach communities across Texas. We bridge financial gaps and create opportunities for smart investments in energy efficiency, solar, and wind power, making sustainable energy both accessible and affordable for Texans. Our mission extends beyond environmental impact; we drive economic opportunity and energy resilience in low‑to‑moderate income and underserved communities by providing innovative financing solutions and strategic partnerships.
General Responsibilities Application Processing & Pipeline Coordination
Monitor and review incoming applications in Salesforce for completeness and basic eligibility indicators.
Conduct initial outreach to applicants via phone, text, and email to explain program requirements, timelines, and documentation needs clearly in English and Spanish.
Track outstanding documentation and follow up with applicants and contractors to ensure timely and complete application files.
Follow up and coordinate with contractors and applicants to advance applications to closing, ensuring documentation accuracy and compliance.
Maintain accurate, real‑time pipeline status across Salesforce and Monday.com to ensure visibility into application progress.
Identify and elevate concerns to Energy Efficiency & Partnerships Officers in a timely manner.
Customer Support & Administrative Coordination
Serve as the primary point of contact for applicants and contractors, providing responsive and professional support throughout the process.
Maintain clear and detailed records of all application‑related communications and documentation updates.
Support overall program operations by ensuring data accuracy and organized record‑keeping.
Assist with basic reporting and internal tracking of application status and outcomes.
Identify and communicate process gaps or inefficiencies to support continuous improvement.
Support the preparation of status updates, dashboards, and materials for internal meetings.
Provide occasional support for team events or contractor‑related activities.
Qualifications
High school diploma or equivalent, with at least 1 year of experience in administrative support, customer service, program coordination, or similar roles.
Fluency in Spanish (written and verbal).
Strong organizational skills and attention to detail.
Ability to manage multiple tasks and competing priorities effectively.
Strong written and verbal communication skills.
Proficiency in Microsoft Office (Word, Excel, Outlook).
Ability to work independently in a remote environment with reliability and accountability.
Comfortable learning and using new technology platforms (e.g., Salesforce, Monday.com, Adobe).
Preferred Qualifications
Experience working with CRM systems (Salesforce or similar) or project management tools.
Familiarity with document collection, data entry, or compliance‑related processes.
Experience working in nonprofit, community‑based, or housing/financial assistance programs.
Interest in clean energy, sustainability, or community development.
What We Offer This role is expected to work Monday–Friday during normal business hours for approximately 20–25 hours per week. Part‑time employees receive 100% employer‑covered dental insurance, up to 90% employer contribution toward spouse and family coverage, work‑from‑home reimbursements (internet, phone, and office setup), up to 3% employer match to 401(k), 14 paid holidays, and prorated vacation, sick, and paid parental and caregiver leave based on scheduled hours relative to a full‑time (40‑hour) schedule. The opportunity is remote with a strong preference for candidates based in the Houston or Austin metro areas or within Texas. Occasional travel may be required for meetings, conferences, and other external engagements.
Our Commitment to Diversity and Inclusion We are an Equal Opportunity Employer committed to an inclusive, collaborative, and respectful workplace. We do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by law. All employment decisions are based on qualifications, merit, and business needs. We are committed to providing the best experience for all candidates and can offer accommodation or adjustments at any stage of the recruitment process. Please email careers@txcef.org to request accommodation during the hiring process.
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Sprachkenntnisse
- English
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