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Client Services Director 


Under general direction, the Client Services Director is responsible for achieving overall client satisfaction, profitability and revenue attainment goals for assigned accounts.  The Client Services Director is also responsible for identifying and securing new business opportunities across an assigned territory and product portfolio. This role will position WECC to effectively and efficiently deliver financing, energy efficiency programs and acquire new business contracts that match WECC’s desired client profile. This position will be responsible for our Energy Finance Solutions (EFS) products and services nationally.


1. Exceed sales and business development goals and objectives which include:

  • Manage the existing national client base
  • Secure new client contracts within specified product groups
  • In-person client meetings
  • Outbound calling
  • Responding to inquiries
  • Formal presentations

2. Prospect and promote EFS and WECC products for new clients

3. Develop long-term relationships to better serve our client base

4. Develop accurate revenue and forecasting plans - monthly, quarterly and annually

5. Utilize CRM systems for managing client communication, scheduling activities and sales reporting

6. Lead presentations promoting energy efficiency programs and services for targeted groups

7. Drive initiatives and work with a team focused approach for the development of proposals, presentations, RFP’s and RFI’s

8. Participate in marketing activities including trade shows, new product launches, regional events, memberships and seminars

9. Engage in continuous training activities including sales, marketing, communication and presentation


Position Requirements

Essential Skills and Experience

  1. Bachelor’s Degree in Business or related field

  2. Five to seven years minimum outside sales or business development experience in the financing, utility or energy industry

  3. Verifiable track record of exceeding sales goals

  4. Energy industry expertise including the ability to work with a wide variety of clients at mid and senior levels

  5. Knowledge of state government and experience with governmental regulatory bodies

  6. Ability to effectively build rapport and relationships with internal and external customers at all levels while demonstrating awareness of their needs and responding appropriatel

  7. Excellent presentation skills and superior listening skills

  8. Ability to effectively solve problems using traditional and non-traditional techniques

  9. Must be self-motivated and able to work independently to meet established goals and objectives

  10. Assignment, prioritization and meeting critical deadlines in a fast-paced environment

  11. Effective organizational skills

  12. Willingness to travel to client meetings or industry events as needed (up to 40% anticipated)

  13. Proficiency using MS Office Suite

  14. Customer Relationship Management (CRM) tool experience

Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Exempt  
Benefits In today's market, strong employee benefits differentiate organizations. WECC provides a competitive benefit package, including health and dental insurance, life and disability insurance, and 401(k).  
Location Madison, WI  
About the Organization Founded in 1980, WECC is a mission-driven nonprofit designing and delivering real energy solutions for our clients' benefit. WECC champions innovative energy initiatives that deliver short- and long-term economic and environmental benefits to consumers, businesses, and policy makers. WECC's team of experts is passionate about delivering measurable results.

Why work for WECC?
- Challenge yourself
- Achieve meaningful outcomes
- Drive change

If you're an enthusiastic individual looking for new challenges with a company that respects people, planet, and productivity, send us your cover letter and resume. We look forward to hearing from you!

EOE Statement WECC is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

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