Job Overview:

Our client is seeking a Bilingual Customer Service Representative with financial experience and Spanish-English fluency to support both their Customer Service and Financial Divisions. In this dual-function role, you will act as a primary point of contact for clients, handling inquiries across phone, email, and chat, managing solar system support, billing, utility applications, contract generation, financial processing, and permitting processes (AHJs).

Schedule: Monday - Friday, 8:00 AM - 5:00 PM PST; Full-time role

Responsibilities:

Customer Service Division:

• Serve as the primary point of contact for customer inquiries via phone, email, and text.
• Respond to customer questions and resolve issues in a timely and professional manner.
• Coordinate with internal departments, utilities, installers, and builders to resolve customer needs.
• Schedule service appointments and technician visits.
• Review customer contracts and explain solar system, lease, and financing information.
• Maintain accurate customer information and follow-ups in CRM systems.
• Assist with utility applications, interconnection documentation, and Permission to Operate (PTO) processes.
• Process service requests, warranty claims, and equipment replacement (RMA) cases.
• Educate customers on system performance, monitoring platforms, and billing-related questions.
• Conduct outbound calls for customer follow-up, collections, and account resolution.
• Document customer interactions, actions taken, and resolutions in company systems.
• Escalate complex customer concerns when necessary.
• Collaborate with sales, operations, and installation teams to provide a smooth customer experience.
• Identify opportunities to improve customer satisfaction and operational efficiency.
• Maintain compliance with company procedures and customer service standards.

Financial Division:

• Answer all inbound customer calls, emails, and chat messages promptly and professionally in both Spanish and English.
• Provide Level 1 and, in some cases, Level 2 technical support for solar systems, billing questions, and installations, communicating clearly with customers in their preferred language.
• Manage customer cases, ensuring timely follow-up and issue resolution regardless of language.
• Liaise with utility companies to track application statuses and ensure a smooth customer process.
• Generate solar contract documents for e-signature, following up with solar manufacturers for troubleshooting and RMA requests.
• Apply for solar permits in various Authorities Having Jurisdiction (AHJs), ensuring compliance with all requirements and prerequisites.
• Resolve installation schedule questions and conflicts to ensure a seamless solar installation process for customers.

Requirements:

• Mandatory hands-on experience in financial customer service, banking, billing operations, collections, or financial account administration.
• Fluent written and verbal communication skills in both English and Spanish.
• Proven overall customer service background (preferably combining financial, technical, or solar industry support).
• Meticulous attention to detail when verifying numerical data, financial calculations, legal contracts, AHJ permit applications, and CRM logs.
• Technical and administrative acumen to handle Level 1/Level 2 troubleshooting, e-signature document generation, utility tracking, and RMA/warranty workflows.
• Strong active listening, analytical thinking, and conflict resolution skills when addressing billing disputes or scheduling conflicts.
• Proficiency with CRM software, financial databases, and Microsoft Office (Excel and Word).
• Dedicated quiet home office space with reliable high-speed internet.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.