The Company
Our client is a distributed solar platform advancing affordable, clean power through community-based projects. By leveraging existing infrastructure and deep industry expertise, they deliver reliable solar access and long-term value to local communities and partners nationwide.
Role Overview
Our client is seeking a Manager of Portfolio Strategy to lead customer retention and acquisition efforts for its operating clean energy assets. This role bridges marketing, partnerships, and asset management to keep projects fully subscribed and maximize financial performance. Responsibilities include managing subscription partners, coordinating outreach, and improving the overall customer experience.
Duties & Responsibilities
- Collaborating with operations teams to track active subscriber participation across energy projects
- Participating in check-ins with enrollment vendors to stay informed on account progress
- Creating and updating dashboards to reflect metrics tied to enrollment status, payment flow, and other subscription trends
- Crafting acquisition plans for bringing new users into existing project portfolios
- Establishing proactive timelines and outreach tactics for onboarding new subscribers
- Managing third-party partner accountability around replacement customer acquisition
- Refining outreach methods to lower cost per acquisition and boost project income
- Managing the portfolio of commercial agreements and ensuring fulfillment of ongoing contractual terms
- Acting as the liaison to enterprise customers and their designated representatives
- Assessing contract performance and making renewal or replacement decisions
- Identifying and securing new commercial participants as needed
- Overseeing relationships with nonprofit and local outreach organizations supporting project enrollment
- Acting as the main contact for community stakeholders involved in customer engagement
- Generating performance updates for each partner to demonstrate outcomes and participation impact
- Tracking and processing partner invoicing tied to active subscriber counts
- Improving subscriber satisfaction and engagement across active installations
- Coordinating with enrollment partners to roll out clear, benefit-driven messaging campaigns
- Brainstorming and piloting new customer loyalty and engagement initiatives
- Building forward-looking retention plans to ensure consistent subscriber coverage across projects
- Studying dropout patterns and working with internal teams to respond to customer pain points
- Segmenting subscriber base to identify high-value profiles and inform targeting of future customers
- Managing the end-to-end process for acquiring and activating new participants
- Ensuring that all enrollment procedures meet applicable consumer rights and compliance standards
- Implementing and managing quality review procedures to ensure data integrity and documentation accuracy
- Maintaining organized records and structured documentation aligned with internal asset management systems
Qualifications
- Experience in client services, business operations, customer success, portfolio oversight, or similar
- Background in clean energy, financial services, property management, or a comparable sector strongly preferred
- Familiarity with managing contracts, holding partners accountable to deliverables, and using contract language to drive better outcomes
- Demonstrated ability to coordinate complex initiatives, stay organized, and manage time across competing priorities
- Proven track record of working independently while juggling multiple stakeholder relationships and multifaceted projects
- Strong written and verbal communication, with the ability to convey ideas clearly and professionally
- Comfortable working with urgency, shifting priorities, and evolving goals in a high-growth team setting
- Proficiency in Microsoft Office, particularly Excel, Word, and presentation tools
- Bachelor’s degree required