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What is the role of a Customer Care Advisor at GoodLeap?

The Customer Care Advisor position at GoodLeap is a Full-time or part-time position opportunity in the Information Technology field.

Where is this Customer Care Advisor job located?

Roseville, California, 95661, United States

What type of employment is offered for this Customer Care Advisor role?

Full-time or part-time position

What is the expected salary for this Customer Care Advisor job?

Compensation will be discussed during the hiring process.

Customer Care Advisor job near me in Roseville, California at GoodLeap

Customer Care Advisor

About GoodLeap:

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeaps proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.

GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

Customer Care Advisors make the first call to a borrower after their home solutions project is complete, and act as the trusted guides who help the borrowers understand and successfully manage their GoodLeap loan.

This is not a passive customer service role. CCA's run structured outbound call campaigns, enroll customer in autopay programs, have consultative conversations about additional financial products, and handle customer concerns that require real judgement and documentation. CCA's work across multiple platforms simultaneously - managing live calls, updating records in real time, and consistently hitting measurable performance targets.

Essential Job Duties & Responsibilities:

Lead Structured Outbound Call Campaigns:

Call customers shortly after their home improvement project is completed to walk them through their loan terms, confirm the work was finished to their satisfaction, and answer any questions
Pitch and enroll customers in automatic payment (autopay) programs on every eligible call — explaining the interest rate savings, walking through the enrollment process, and handling objections with a proven rebuttal framework
Conduct consultative cross-sell conversations, including introductions to home equity and mortgage products, solar power purchase programs, and loan optimization opportunities
Work rotating campaign assignments based on business need — from payment reminders and promotional period alerts to tax credit follow-ups and loan feature reviews
Manage a cloud-based phone system to handle queue status, campaign toggling, and call wrap-up efficiently

Handle Customer Concerns with Care and Precision:

Identify when a customer's issue warrants a formal escalation — such as installer non-communication, incomplete project work, system performance problems, billing disputes, or potential fraud — and distinguish those from issues that can be resolved on the call
Ask targeted questions to get to the root of a customer's concern before escalating, and redirect to the appropriate resource when escalation isn't necessary
Write clear, accurate case notes in a required format that gives the customer's issue, their specific concerns, and the desired outcome — so the next person who touches the case has everything they need
Route formal complaints through the correct internal approval process before submitting; manage open cases appropriately and follow up when needed
Recognize and flag situations involving out-of-business contractors, suspected fraud, elder financial exploitation, or language barriers for specialized handling

Be a Product and Systems Expert:

Learn and accurately explain the full range of GoodLeap loan structures — including loans with promotional periods, interest-only phases, principal-only phases, re-amortization features, and standard installment products
Navigate CRM software, a loan origination portal, and our customer payment portal simultaneously during live calls to verify account details, update information, and complete transactions
Process autopay enrollments on behalf of customers — collecting bank account information securely over the phone and reading required disclosures
Complete call wrap-up documentation accurately across a range of outcome types: completed calls, voicemails, refusals, scheduled callbacks, completed transfers, and more
Execute warm transfers to licensed mortgage specialists, solar energy consultants, and specialized support teams per established handoff protocols

Own Performance Numbers:

Maintain a quality assurance score of 90% or above — calls are evaluated on script adherence, accuracy, professionalism, and documentation quality
Hit campaign-specific targets for autopay enrollment, cross-sell conversion, and case resolution rates
Keep call documentation time tight — complete notes during and immediately after each call to maximize productive time on the phone
Adhere to your schedule and maintain accurate availability status throughout the shift

Required Skills, Knowledge & Abilities:

Required:

Comfortable working from a script while still sounding natural and building rapport
Strong written communication — your case notes tell the story of every call
Able to navigate multiple software platforms simultaneously while on a live call
Coachable, metrics-aware, and able to receive direct feedback constructively

Preferred:

Experience with Salesforce or similar CRM
Background in financial services, lending, solar, or home improvement
Bilingual English/Spanish
Experience in outbound sales or subscription/autopay enrollment
Familiarity with loan concepts: interest rates, promotional periods, and amortization
Experience handling escalations, dispute resolution, or identifying fraud indicators
1+ year in a high-volume call center, phone sales, or phone-based customer service role

Compensation: $22/hour plus potential bonus opportunities

Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI.

Customer Care Advisor in Roseville, California at GoodLeap

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