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The Climate Equity & Impact team is hiring! If you are a detail-oriented individual passionate about community development and possess the skills to excel in this role, we invite you to join our team at ABCD as a Lead Client Services Associate. Come make a meaningful impact and be part of a legacy that shapes positive change in Greater Boston. Key Responsibilities Coordinate statewide intake center for single and multifamily clients Oversee coordination with MassSave Community First Partnership Program, including engaging with CFP lead vendor. Manage referrals and oversight of Mixed Income Protocol. Manage NCAP referrals in Boston, Brookline and Newton. Transfer new application into database. Connect clients and make referrals to appropriate CAP agency and/or program. Work with Client Services Associates to manage, track and report on all referrals. Develop and improve referral process and platform on Monday.com Maintain and update application records in database. Run queries and generate reports as requested. Determine and select and allocate customers to service vendors. Develop and update CSA training materials. Train Client Services Associates on all tasks and processes. Mitigate CAP sub grantee issues Elevate issues to Assistant Manager as needed Schedule appointments for energy efficiency vendors. Engage LEAN Single Family Website including: Live chat functions engagement with clients. Case study updates for website and public dissemination Lead origination, outreach and outbound marketing calls. Monitor Google Analytics dashboard. Develop client communication materials and templates in Spanish & Portuguese. Communicate with single family and multifamily applicants and potential applicants: Field phone calls and inquiries. Notify new applicants when application is received. Request more information as needed. Request affordability documentation. Notify applicants when approved/denied. Perform past service check on new applications. Coordinate statewide outreach effort in Lead Vendor capacity. Communicate with vendors and utilities as needed. Track client process through marketing lifecycle. Coordinate Cap engagement on follow-up and completion client referrals. Review affordability/individual client income documentation. Take notes during meetings if requested. Maintain electronic and paper files. Coordinate with Manager on all of the above. Perform other related duties as assigned from time to time. Skills, Knowledge and Expertise A minimum of a Highschool Diploma/GED or equivalent and 1 to 3 years of professional work experience required. Experience in energy efficiency and/or multi-family low-income housing helpful Experience in grant program management and/or customer service a plus. Experience with Microsoft Access and Excel or at least a high degree of comfort with databases and spreadsheets required. Must have good communication skills by phone and email. Flexibility, initiative, and ability to work in a team. Ability to deal sensitively and effectively with individuals of diverse economic and cultural backgrounds Bilingual skills in Spanish are preferred. Why Work Here Make a Difference: Every day, your work directly impacts the lives of thousands in the Greater Boston community, empowering them and making positive, lasting change. Inclusive Environment: ABCD values the diversity of its workforce, with an inclusive culture that respects individuality and promotes collaboration. Continuous Learning: We offer numerous training and development opportunities, ensuring our staff remain at the forefront of community action methodologies and strategies. Full job description: https://careers.bostonabcd.org/en/postings/559f869c-3de0-4015-b8b9-a67cc54b0ee3