Account Manager

Responsibilities

• Serve as the primary point of contact for assigned EPC partners and sales organizations.
• Onboard new EPC partners and ensure seamless integration with HDM's tools and systems.
• Deliver training sessions on HDM's products, pricing models, and underwriting criteria.
• Monitor and ensure timely completion of onboarding and training milestones.
• Respond promptly and professionally to EPC inquiries and issues.
• Collaborate with internal teams (Tech, Underwriting, Operations) to resolve partner challenges and communicate updates clearly.
• Continuously evaluate account management workflows and identify opportunities for improvement and automation.
• Provide partner insights and feedback to internal stakeholders to improve products and processes.
• Vet prospective partners, manage EPC agreements (drafting, sending, updating), and maintain accurate records.
• Generate Residential and Commercial PPAs through the company's internal webform system.
• Competencies
• 1+ year of experience in account management, ideally within the solar or financial services industries.
• Strong knowledge of solar finance concepts and industry practices.
• Excellent written and verbal communication skills.
• Detail-oriented with strong organizational and problem-solving abilities.
• Tech-savvy and comfortable learning new platforms; familiarity with Zoho CRM is a plus.
• Ability to work independently from a home office and prioritize effectively.
• Location & Work Authorization
• This is a U.S.-based remote position. Candidates must physically reside in the United States and be legally authorized to work in the U.S. at the time of application and throughout employment. HDM Capital does not provide visa sponsorship or employment-based immigration support for this role.
• Compensation and Work Environment
• Compensation: W2 employee with base salary + performance-based bonuses.
• Schedule: Full-time, Monday-Friday (40 hours/week), with flexible scheduling.
• Location: Remote
• Growth Opportunities: Advancement potential for top performers as HDM continues to scale.
• Equal Employment Opportunity Statement

Benefits

Additional Information

About HDM Capital Founded in 2017, HDM Capital is a leader in solar finance, built by seasoned professionals with deep expertise in solar sales and renewable energy lending. HDM's mission is to provide homeowners and EPC partners with the most seamless, affordable, and accessible path to solar adoption-combining best-in-class customer service with trusted financing solutions. With a track record of innovation and reliability, HDM is poised for continued growth in a fast-evolving energy landscape. About This Opportunity HDM Capital is seeking a driven and relationship-focused Account Manager to join our growing team. This role plays a critical part in onboarding and supporting our EPC partners, ensuring they are equipped to maximize HDM's solar and battery financing products. You'll work cross-functionally with internal teams, provide exceptional service to external partners, and implement scalable processes to streamline workflows and improve client experience. Ideal candidates will bring strong communication skills, a deep understanding of the solar finance landscape, and the ability to thrive in a fast-paced, remote-first environment.

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