Client Services Associate (US Remote)
Climate Impact Partners · Miami-Fort Lauderdale Area · 3 wk ago
RemoteRemoteOTHRFull-time
We need to output HTML fragment with sections: About Us? Actually we need to reformat job posting. The posting includes "About Us" description, "What Sets Us Apart", "THE ROLE", "Responsibilities", "Qualifications", "WHAT WE ARE LOOKING FOR", "Nice to have’s", "Soft Skills", "Values Alignment", "PERKS". We need to use for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we must only include sections when posting has real, specific content. We should not repeat job title as heading. We need to decide which sections to include.
We have content about role description, responsibilities, qualifications, nice-to-have, soft skills, values alignment, perks (benefits). Also there is "About Us" and "What Sets Us Apart" which are company description; maybe we can include as "About the role"? Actually "About the role" is a heading for role description. The posting includes "THE ROLE" paragraph describing role. So we can put that under
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we must only include sections when posting has real, specific content. We should not repeat job title as heading. We need to decide which sections to include.
We have content about role description, responsibilities, qualifications, nice-to-have, soft skills, values alignment, perks (benefits). Also there is "About Us" and "What Sets Us Apart" which are company description; maybe we can include as "About the role"? Actually "About the role" is a heading for role description. The posting includes "THE ROLE" paragraph describing role. So we can put that under About the role
. Then responsibilities under Responsibilities
. Qualifications under Qualifications
. Skills maybe combine soft skills? Could have Skills
for soft skills and nice-to-have? But we need to avoid thin sections. Could combine qualifications and skills? But spec says use headings for those categories if content exists. We have qualifications (education, experience). We have nice-to-have (additional qualifications). We have soft skills. We have values alignment. We have perks (benefits). Pay and schedule not mentioned, so omit those sections.
We must not include filler like "commensurate with experience". Not present.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all bullet points etc. Use - for any list of duties/requirements/benefits. So responsibilities list should be
. Qualifications list maybe also . Skills list maybe . Benefits list maybe . Ensure we keep all details.
We need to strip boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. At end there is EEO statement; we should drop that. Also "Climate Impact Partners is an equal opportunities employer..." etc. Remove.
Also "Benefits provided by Insperity." maybe keep as part of benefits? It's a statement; we can include as a sentence in benefits section.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract content.
About Us: "Climate Impact Partners is the trusted partner for organizations taking ambitious climate action. Since 1997, we’ve helped leading businesses reduce or remove more than 151 million tonnes of CO₂e, turning climate ambition into measurable results. We deliver high-quality carbon market solutions: developing and financing impactful projects, managing carbon credit and energy attribute certificate portfolios, and helping companies put a price on carbon to drive change. By connecting corporates, governments, innovators, and project partners, we accelerate investment in climate solutions that deliver verified impact and advance progress toward net-zero goals."
What Sets Us Apart: list of values with descriptions: "Boundless, urgent ambition. We are accountable, relentless, resilient. Courage to innovate. We are courageous, creative, curious. Integrity without compromise. We are trustworthy, credible, committed. Empowered to serve. We are respectful, inclusive, collaborative."
We could incorporate this into About the role? Probably not needed; but we could include as part of "About the role" or separate "About the company". However spec only mentions headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It didn't list About the company. So we might not include About Us or What Sets Us Apart as separate sections; but we could incorporate them into About the role description? The About the role heading is for role description; we could prepend company description as a paragraph before role description? The spec says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but says use those for section headings. It says "include a section ONLY when the posting has real, specific content for it". It doesn't forbid adding other headings like "About the company". But to be safe, we can stick to those headings. The role description is under THE ROLE; we can put that under About the role
. The About Us and What Sets Us Apart could be considered company overview; maybe we can include as a brief paragraph under About the role? But that would mix company info with role description; still okay as long as we preserve all info. We could put them as a
before the role description inside the same section. That seems acceptable.
Now responsibilities: list many items. We'll create
- each.
Qualifications: includes "WHAT WE ARE LOOKING FOR" with Bachelor’s degree etc. Then "Knowledge And Experience" bullet list. Then "Nice to have’s". Then "Soft Skills". Then "Values Alignment". We could treat Knowledge And Experience as qualifications; Nice to have as additional qualifications; Soft Skills as skills; Values Alignment maybe as part of skills or separate? Could make a Skills section that includes soft skills and values alignment? But spec says Skills heading for skills. We could put soft skills under Skills. Values alignment maybe also under Skills or could be its own section but not listed; we could incorporate into Skills as well.
Better: Have Qualifications (education, experience). Have Skills (soft skills, values alignment). Have Benefits (perks). Let's do that.
Now extract details.
Qualifications content:
- Bachelor’s degree in a relevant field, or equivalent professional experience.
- Knowledge And Experience:
* Experience in a client-facing role, such as customer success or client services, where direct client communication was a core part of the job.
* Ability to manage client relationships and defined processes independently, without day-to-day oversight of every output.
* Experience working cross-functionally, navigating internal teams to resolve client needs efficiently.
* A clear understanding of the boundary between client services and commercial ownership, and the confidence to work independently within that scope.
* A genuine interest in sustainability, climate or environmental markets.
- Nice to have’s:
* Sustainability and Climate Knowledge: Familiarity with voluntary carbon markets, energy attribute certificates or related environmental products, or broader ESG and sustainability reporting frameworks.
* CRM and Client Platforms: Familiarity with Salesforce or an equivalent CRM, and with client-facing platforms.
* Sector Experience: Experience in a customer success or client services function within professional services, sustainability or a similarly complex product environment.
* Building Client Services: Experience helping to develop or improve a customer success or client services function, or owning client communications processes such as onboarding or reporting at scale.
Soft Skills:
- Clear Communication: Excellent written and verbal communication skills, with the ability to send client communications independently and to a consistently high standard.
- Relationship Building: A confident, warm and professional manner, with the ability to represent Climate Impact Partners credibly and build trusted relationships with clients and colleagues.
- Judgment and Problem-Solving: Ability to resolve client queries independently, recognise when a matter has a commercial dimension, and route it promptly to the right person.
- Attention to Detail: Strong process ownership and accuracy, particularly in retirement and fulfilment communications where precision is critical.
- Organisation: Ability to manage multiple accounts and concurrent workstreams without losing track of deadlines or quality.
- Proactive and Collaborative: A self-directed working style, combined with a willingness to contribute to shared processes, templates and standards as the team develops.
- Adaptability: Comfortable with ambiguity and energised by the opportunity to help define how a new function works in practice.
Values Alignment:
- Alignment with company values of ambition, integrity, innovation, and service, with a demonstrated commitment to leveraging your role to drive positive impact and meaningful change.
Now Benefits (PERKS):
List:
- 20 days paid time off
- Remote Working
- Enhanced parental leave
- Bonus scheme, subject to company and individual performance
- Medical Insurance*
- Vision and/ or Dental Benefits*
- Adoption Assistance Program*
- Flexible Spending Account*
- Health Savings Account*
- Basic Term life Insurance (up to 1 x salary)*
- Other Voluntary Insurances*
- Access to perks and discounts such as gym memberships, nutrition coaching, childcare, pet health insurance*
- 24/7 Well-being and Support Helplines*
- 401k plan with investment options
- LinkedIn Learning License & Professional Training Budgets
- Summer Fridays (start your weekend early if you've finished everything on your to-do list)
- Working from Abroad (up to 4 weeks a year)
- Global Volunteering Day
- Benefits provided by Insperity.
We need to keep asterisks? They are likely footnotes; we can keep them as part of text.
Now responsibilities list items:
- Acting as the named Client Services Associate for a portfolio of assigned accounts, working alongside the Strategic Account Manager, who owns the commercial relationship.
- Building strong working relationships with client contacts, particularly at an operational level, and acting as a trusted and knowledgeable point of contact.
- Managing client onboarding communications, drafting and sending onboarding emails from agreed templates covering Hub access, retirement language, our communications guide and other relevant materials.
- Ensuring all onboarding steps are completed accurately and on time, so clients feel well looked after from day one.
- Handling inbound client queries, resolving them independently where they fall within Client Services, and promptly routing commercial matters such as pricing, contract terms and renewals to the Strategic Account Manager.
- Ensuring every query has a clear owner and that clients always receive a timely, professional response.
- Managing carbon credit and energy attribute certificate (EAC) retirement communications for assigned accounts, including bespoke retirement requests, accurately and to deadline.
- Supporting clients with recurring reporting requirements, such as annual sustainability reports and CDP submissions.
- Driving client engagement by making sure key clients are invited to relevant webinars and events, and tracking and improving engagement scores across the portfolio.
- Keeping Impact Rooms up to date with relevant project news, updates and materials that reflect each client’s portfolio and interests.
- Maintaining accurate instrument accounts, ensuring all certificates are correct, current and accessible to clients.
- Contributing to the development of the Client Services function, including refining processes, improving templates and establishing shared ways of working.
- Sharing insight from client interactions to identify recurring themes, friction points and opportunities to improve our processes and systems.
Now About the role paragraph: from THE ROLE:
"As a Client Services Associate with Climate Impact Partners, you will play a crucial role in driving climate action by making sure our clients receive consistent, high-quality support at every stage after the sale, from onboarding through ongoing engagement to renewal. This is a newly created, client-facing role in our Go to Market team, and an exciting opportunity to help build a function from the ground up. You will own a portfolio of client relationships, working alongside our Strategic Account Management team, who lead the commercial relationship, while you focus on the day-to-day client experience. As one of the first members of the Client Services team, you will also help shape how the function works, contributing to the processes, templates and standards it will be built on. The position requires a confident and professional manner with clients, excellent written communication, strong attention to detail, and a proactive, collaborative approach to building something new."
We can include that as
under About the role.
Now we also have About Us and What Sets Us Apart paragraphs; we could include them as a preceding
maybe under About the role as well, but that might be mixing. However we could add a separate section like "About the company" but not in allowed headings. Safer to include them as a paragraph before the role description within About the role section. That will preserve all
- . Qualifications list maybe also
- each.
Qualifications: includes "WHAT WE ARE LOOKING FOR" with Bachelor’s degree etc. Then "Knowledge And Experience" bullet list. Then "Nice to have’s". Then "Soft Skills". Then "Values Alignment". We could treat Knowledge And Experience as qualifications; Nice to have as additional qualifications; Soft Skills as skills; Values Alignment maybe as part of skills or separate? Could make a Skills section that includes soft skills and values alignment? But spec says Skills heading for skills. We could put soft skills under Skills. Values alignment maybe also under Skills or could be its own section but not listed; we could incorporate into Skills as well.
Better: Have Qualifications (education, experience). Have Skills (soft skills, values alignment). Have Benefits (perks). Let's do that.
Now extract details.
Qualifications content:
- Bachelor’s degree in a relevant field, or equivalent professional experience.
- Knowledge And Experience:
* Experience in a client-facing role, such as customer success or client services, where direct client communication was a core part of the job.
* Ability to manage client relationships and defined processes independently, without day-to-day oversight of every output.
* Experience working cross-functionally, navigating internal teams to resolve client needs efficiently.
* A clear understanding of the boundary between client services and commercial ownership, and the confidence to work independently within that scope.
* A genuine interest in sustainability, climate or environmental markets.
- Nice to have’s:
* Sustainability and Climate Knowledge: Familiarity with voluntary carbon markets, energy attribute certificates or related environmental products, or broader ESG and sustainability reporting frameworks.
* CRM and Client Platforms: Familiarity with Salesforce or an equivalent CRM, and with client-facing platforms.
* Sector Experience: Experience in a customer success or client services function within professional services, sustainability or a similarly complex product environment.
* Building Client Services: Experience helping to develop or improve a customer success or client services function, or owning client communications processes such as onboarding or reporting at scale.
Soft Skills:
- Clear Communication: Excellent written and verbal communication skills, with the ability to send client communications independently and to a consistently high standard.
- Relationship Building: A confident, warm and professional manner, with the ability to represent Climate Impact Partners credibly and build trusted relationships with clients and colleagues.
- Judgment and Problem-Solving: Ability to resolve client queries independently, recognise when a matter has a commercial dimension, and route it promptly to the right person.
- Attention to Detail: Strong process ownership and accuracy, particularly in retirement and fulfilment communications where precision is critical.
- Organisation: Ability to manage multiple accounts and concurrent workstreams without losing track of deadlines or quality.
- Proactive and Collaborative: A self-directed working style, combined with a willingness to contribute to shared processes, templates and standards as the team develops.
- Adaptability: Comfortable with ambiguity and energised by the opportunity to help define how a new function works in practice.
Values Alignment:
- Alignment with company values of ambition, integrity, innovation, and service, with a demonstrated commitment to leveraging your role to drive positive impact and meaningful change.
Now Benefits (PERKS):
List:
- 20 days paid time off
- Remote Working
- Enhanced parental leave
- Bonus scheme, subject to company and individual performance
- Medical Insurance*
- Vision and/ or Dental Benefits*
- Adoption Assistance Program*
- Flexible Spending Account*
- Health Savings Account*
- Basic Term life Insurance (up to 1 x salary)*
- Other Voluntary Insurances*
- Access to perks and discounts such as gym memberships, nutrition coaching, childcare, pet health insurance*
- 24/7 Well-being and Support Helplines*
- 401k plan with investment options
- LinkedIn Learning License & Professional Training Budgets
- Summer Fridays (start your weekend early if you've finished everything on your to-do list)
- Working from Abroad (up to 4 weeks a year)
- Global Volunteering Day
- Benefits provided by Insperity.
We need to keep asterisks? They are likely footnotes; we can keep them as part of text.
Now responsibilities list items:
- Acting as the named Client Services Associate for a portfolio of assigned accounts, working alongside the Strategic Account Manager, who owns the commercial relationship.
- Building strong working relationships with client contacts, particularly at an operational level, and acting as a trusted and knowledgeable point of contact.
- Managing client onboarding communications, drafting and sending onboarding emails from agreed templates covering Hub access, retirement language, our communications guide and other relevant materials.
- Ensuring all onboarding steps are completed accurately and on time, so clients feel well looked after from day one.
- Handling inbound client queries, resolving them independently where they fall within Client Services, and promptly routing commercial matters such as pricing, contract terms and renewals to the Strategic Account Manager.
- Ensuring every query has a clear owner and that clients always receive a timely, professional response.
- Managing carbon credit and energy attribute certificate (EAC) retirement communications for assigned accounts, including bespoke retirement requests, accurately and to deadline.
- Supporting clients with recurring reporting requirements, such as annual sustainability reports and CDP submissions.
- Driving client engagement by making sure key clients are invited to relevant webinars and events, and tracking and improving engagement scores across the portfolio.
- Keeping Impact Rooms up to date with relevant project news, updates and materials that reflect each client’s portfolio and interests.
- Maintaining accurate instrument accounts, ensuring all certificates are correct, current and accessible to clients.
- Contributing to the development of the Client Services function, including refining processes, improving templates and establishing shared ways of working.
- Sharing insight from client interactions to identify recurring themes, friction points and opportunities to improve our processes and systems.
Now About the role paragraph: from THE ROLE:
"As a Client Services Associate with Climate Impact Partners, you will play a crucial role in driving climate action by making sure our clients receive consistent, high-quality support at every stage after the sale, from onboarding through ongoing engagement to renewal. This is a newly created, client-facing role in our Go to Market team, and an exciting opportunity to help build a function from the ground up. You will own a portfolio of client relationships, working alongside our Strategic Account Management team, who lead the commercial relationship, while you focus on the day-to-day client experience. As one of the first members of the Client Services team, you will also help shape how the function works, contributing to the processes, templates and standards it will be built on. The position requires a confident and professional manner with clients, excellent written communication, strong attention to detail, and a proactive, collaborative approach to building something new."
We can include that as
under About the role. Now we also have About Us and What Sets Us Apart paragraphs; we could include them as a preceding
maybe under About the role as well, but that might be mixing. However we could add a separate section like "About the company" but not in allowed headings. Safer to include them as a paragraph before the role description within About the role section. That will preserve all
- . Skills list maybe
- . Benefits list maybe
- . Ensure we keep all details.
We need to strip boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. At end there is EEO statement; we should drop that. Also "Climate Impact Partners is an equal opportunities employer..." etc. Remove.
Also "Benefits provided by Insperity." maybe keep as part of benefits? It's a statement; we can include as a sentence in benefits section.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract content.
About Us: "Climate Impact Partners is the trusted partner for organizations taking ambitious climate action. Since 1997, we’ve helped leading businesses reduce or remove more than 151 million tonnes of CO₂e, turning climate ambition into measurable results. We deliver high-quality carbon market solutions: developing and financing impactful projects, managing carbon credit and energy attribute certificate portfolios, and helping companies put a price on carbon to drive change. By connecting corporates, governments, innovators, and project partners, we accelerate investment in climate solutions that deliver verified impact and advance progress toward net-zero goals."
What Sets Us Apart: list of values with descriptions: "Boundless, urgent ambition. We are accountable, relentless, resilient. Courage to innovate. We are courageous, creative, curious. Integrity without compromise. We are trustworthy, credible, committed. Empowered to serve. We are respectful, inclusive, collaborative."
We could incorporate this into About the role? Probably not needed; but we could include as part of "About the role" or separate "About the company". However spec only mentions headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It didn't list About the company. So we might not include About Us or What Sets Us Apart as separate sections; but we could incorporate them into About the role description? The About the role heading is for role description; we could prepend company description as a paragraph before role description? The spec says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but says use those for section headings. It says "include a section ONLY when the posting has real, specific content for it". It doesn't forbid adding other headings like "About the company". But to be safe, we can stick to those headings. The role description is under THE ROLE; we can put that under About the role
. The About Us and What Sets Us Apart could be considered company overview; maybe we can include as a brief paragraph under About the role? But that would mix company info with role description; still okay as long as we preserve all info. We could put them as a
before the role description inside the same section. That seems acceptable. Now responsibilities: list many items. We'll create