- Serve as a point of contact for financing partners and waterfall providers.
- Monitor approval rates, funding timelines, and performance metrics.
- Manage relationships with government and utility program administrators.
- Stay current on program rule changes and funding availability.
- Manage financing workflows from application through final funding.
- Coordinate cross-functional handoffs between sales, operations, and lenders.
- Support the launch and design of a captive lending program.
- Define business requirements for platform integrations with engineering.
- Train sales reps on financing options and approval processes.
Relationship managementCRMHubSpot