Financing Program Manager
About the role
with paragraphs. Then "Objectives of this Role" with bullet list of objectives. That could be part of Responsibilities or separate? Could be under Responsibilities. But we have to use headings only when there is real content. We could have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to extract content: - About the role: includes the paragraph(s) describing role: "EIP is seeking a highly motivated Contractor & Customer Finance Outreach Representative..." plus the description paragraphs. We'll combine into. - Responsibilities: The "Daily and Monthly Responsibilities" list bullet points. Also maybe the "Objectives of this Role" could be considered responsibilities, but we can put them under Responsibilities as bullet list. - Requirements: The "Required Qualifications" section includes Education, Experience, Relationship Management Skills, Communication Skills, Customer and Market Orientation, Organization and Follow-Through, Collaboration Skills, Technology Skills, Mission Alignment. Those are requirements. - Qualifications: The "Preferred Qualifications" list. - Skills: Could be derived from required qualifications? But we already have skills within required qualifications. However we need a Skills section only if posting has real specific content for it. The posting does not have a separate "Skills" heading; but we could extract skill items from required qualifications and put them under Skills. However the instruction: "Prefer a few substantive sections over many thin ones." Might be okay to combine skills into Requirements or Qualifications. But we have to follow the headings list: we can include Skills if we have content. We could put the skill-based items (Communication Skills, Organization, Collaboration, Technology Skills) under Skills. But then Requirements would be just education and experience? Might be thin. Better: Use sections: About the role, Responsibilities, Requirements (education + experience), Qualifications (preferred), Benefits, Pay, Schedule. Skills maybe not needed as separate because covered. But we must include sections only when posting has real specific content. Pay: they have "Competitive base salary ($70,000-$95,000) commensurate with experience and qualifications." That's specific numbers, so we can include Pay section with that sentence. Schedule: they have hybrid position note: "Note: This is a hybrid position, with in-office and remote flexibility. Employees are required to be in the office at least three days per week: Tuesday, Wednesday, and Thursday." That's schedule info, so we can include Schedule section. Benefits: they list "WE OFFER" bullet list: Competitive base salary (but we already used for Pay), Performance-based bonus, 401(k), health insurance, paid vacation, sick time, holidays, professional development, dynamic inclusive work environment. So we can put Benefits section with those items (excluding base salary maybe but we can keep but note it's also in Pay). However we should not duplicate content? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It's okay to have same info in multiple sections? Might be duplication but not prohibited. However better to avoid duplication: we could put base salary under Pay, and other benefits under Benefits. Thus Benefits: Performance-based bonus, 401(k) retirement savings plan with employer match, Comprehensive health, dental, vision, life, and disability insurance, Paid vacation, sick time, and holidays, Professional development and training opportunities, A dynamic, inclusive work environment that encourages collaboration, innovation, and growth. Now we need to format lists with
- .
Now we need to ensure we don't include boilerplate: EEO, equal opportunity, visa sponsorship note? Actually visa sponsorship note is substantive? It says "EIP does not offer visa sponsorship for this position." That's a condition; maybe we should keep? It's not in the headings list; but we could incorporate into a short paragraph under About the role or maybe under Requirements? It's not a heading. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." Visa sponsorship is minor metadata; we could fold into a short
maybe under About the role or at end. But we might drop it? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. Visa sponsorship is substantive (a condition). So we should keep it, perhaps as a short paragraph under About the role or maybe under a generic "Notes". But we don't have a heading for notes; we could just add a
after the sections. However the instruction says output ONLY the HTML fragment; we can include extra
not under a heading? It didn't forbid extra paragraphs outside headings, but they said use headings for sections; we can have other paragraphs. Safer to include it as a paragraph under About the role or maybe after Benefits. We'll include a short paragraph after Benefits: "
Note: This position does not offer visa sponsorship; a valid US driver's license is required.
" That captures both visa sponsorship and driver's license. Now we need to ensure we don't include the EEO statement: "Energy Infrastructure Partners is an Equal Opportunity Employer..." That's boilerplate; remove. Also remove "Join us! At EIP, your work will directly support..." That's maybe marketing but still substantive? It's not required but could be kept? It's not under any heading; but we could incorporate into About the role as a closing paragraph. It's not boilerplate; it's motivational. Might keep. But we need to preserve ALL substantive information; that line is substantive? It's more fluff but still part of posting. I'd keep it as a paragraph under About the role. Now let's craft HTML. Structure:About the role
... paragraphs ...
Responsibilities
- ... each bullet ...
Requirements
- ... each required qualification bullet ...
Qualifications
- ... each preferred qualification bullet ...
Benefits
- ... each benefit ...
Pay
Competitive base salary ($70,000-$95,000) commensurate with experience and qualifications. Performance-based bonus tied to individual and company performance.
But we moved bonus to Benefits; maybe keep bonus in Benefits and Pay only base salary. Let's decide: Pay section: base salary range. Benefits: bonus, 401k, insurance, paid time off, professional development, inclusive environment. Thus Pay:Competitive base salary ($70,000-$95,000) commensurate with experience and qualifications.
Benefits: list as above. Schedule:This is a hybrid position with in-office and remote flexibility. Employees are required to be in the office at least three days per week: Tuesday, Wednesday, and Thursday.
Now we need to extract bullet points. Responsibilities bullets from "Daily and Monthly Responsibilities": - Engage Contractors and Trade Allies: Conduct outreach to implementation contractors, trade allies, and related market actors to educate them on the availability and value of financing options for energy efficiency projects. - Support Implementation Partner Coordination: Work with implementation partners and delivery teams to ensure financing options are being communicated consistently and integrated into customer engagement and project development activities. - Educate Customers on Financing Options: Communicate available financing pathways to customers in a clear and practical way, helping them understand how financing may support project affordability and implementation. - Promote Financing as Part of Project Development: Help contractors and customers understand when and how to introduce financing discussions as part of project scoping, proposal development, and customer decision-making. - Coordinate Referrals and Matches: Help connect customers, contractors, and trade allies with appropriate financing providers based on project type, customer profile, and lender fit. - Support Contractor Participation: Help contractors and trade allies understand how to work with financing partners, what information is needed, and how financing can help move projects forward. - Build Market Relationships: Develop and maintain strong relationships with contractors, implementation partners, customer-facing program staff, trade groups, and other stakeholders relevant to financing adoption. - Track Outreach and Referral Activity: Maintain accurate records of outreach efforts, contractor engagement, customer interactions, financing referrals, matches, and outcomes in CRM and other tracking systems. - Gather Market Feedback: Collect information from contractors, customers, and partners regarding financing barriers, customer objections, contractor needs, and program gaps to inform improvements. - Support Communication Materials and Training: Help develop and deliver presentations, talking points, referral guides, job aids, and other materials that support financing outreach and education. - Coordinate with Lender-Facing Staff: Work closely with the lender-facing team member to help ensure financing partners are matched appropriately to opportunities and that market-side feedback informs network development. - Prepare Reports and Updates: Develop regular updates on outreach activity, contractor engagement, customer interest, referral volume, financing matches, and market insights. - Support Program Improvement: Recommend strategies to improve contractor participation, customer awareness, referral quality, financing utilization, and overall effectiveness of the financing initiative. Also earlier "Objectives of this Role" list: - Contractor and Trade Ally Engagement: Build and maintain relationships with implementation contractors, trade allies, and other market actors that can help promote financing for energy efficiency projects. - Customer Outreach and Education: Increase customer awareness of available financing options and help customers understand how financing can support project implementation. - Financing Integration: Help ensure financing is positioned as a practical part of the project development process rather than a separate or after-the-fact offering. - Referral and Matching Support: Support the process of connecting customers, contractors, and trade allies with financing providers based on project type, customer needs, and lender fit. - Market Development: Help expand market awareness and use of financing solutions by identifying barriers, building relationships, and strengthening communication channels. - Cross-Functional Coordination: Work closely with internal program staff, implementation partners, and the lender-facing team member to support a coordinated financing network. - Performance Tracking: Track outreach activity, contractor engagement, referrals, matches, and outcomes to support reporting and continuous improvement. These overlap with responsibilities; we could merge them but to avoid duplication we could keep only the Daily and Monthly Responsibilities as they are more detailed. The objectives are somewhat redundant. To preserve all substantive info, we should include both sets, but we could combine them under Responsibilities with both sets. However that may cause duplication but it's okay to keep both as they are not identical; some points differ. We'll include all bullets from both lists, but we need to avoid exact duplicates. Let's see duplicates: "Track outreach activity, contractor engagement, referrals, matches, and outcomes" appears in both. We'll keep one. We'll create a combined list under Responsibilities. Now Requirements bullets from "Required Qualifications": - Education: Bachelor’s degree in business, marketing, communications, environmental studies, finance, or a related field; or equivalent relevant experience. - Experience: At least 3 years of experience in commercial finance in an outreach, account management, loan officer, marketing, customer engagement, or a related field; or equivalent relevant experience. - Relationship Management Skills: Demonstrated ability to build and maintain productive external relationships with contractors, customers, partners, or other stakeholders. - Communication Skills: Excellent verbal and written communication skills, with the ability to explain financing concepts and program offerings clearly to non-financial audiences