Client Engagement Specialist
Annapolis, MD
Client Engagement & Corporate Affairs /
Full-Time /
On-site
The Company
HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $14 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, onshore wind, and storage; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI). For more information, visit www.hasi.com.
Position Summary
The Client Engagement Specialist is responsible for overseeing the coordination, supervision, and successful completion of client meetings and events; implement, oversee, and maintain data-driven processes; and manage/support other ad hoc projects that strengthen internal and external client relationships. With excellent communication and customer service skills, the individual will play a pivotal role in creating organized processes to support and strengthen the Company and client relationships.
Salary Range:
Expected salary range of $60,000 - $72,500, based on experience and location. In addition, HASI offers an annual bonus program; 401(k) with company match; an equity incentive program; comprehensive medical, dental and vision benefits; paid time off for vacation, holidays, and sick days; and much more.
Responsibilities
External Client Engagement and Management
Lead the scheduling, coordination and organization of, as well as support the preparation for, client/project meetings and events across multiple lines of business, each instance of which will involve multiple internal and external stakeholders
Maintain data for legal and/or compliance requirements for meetings, including board meeting requirements, quorums, etc., and associated meeting records
Support both client onboarding and client handoff process during project closing to ensure smooth transition between the applicable internal stakeholders
Design and maintain metric-based processes and lead ad hoc projects that provide insights into client relationships (surveys, etc.)
Work with investment and portfolio teams to stay abreast of current client relationships
Act as the point of contact for all events/meetings for client-related activities
Internal Client Support
Manage HASI-branded collateral (“swag”) planning, sourcing, ordering, distribution, and inventory
Support HASI-branded sponsorship event process
Maintain list of current corporate publication subscriptions and facilitate access for appropriate employees
Support internal communications
Ad-hoc Support
Client and market research as needed
Presentation support as needed
Work Experience and Education
Bachelor’s degree required
At least three years of administrative experience in a professional office environment
Proficiency in Microsoft Office applications required; Salesforce experience preferred
Demonstrated Skills and Abilities
Strong written and verbal communication skills
Excellent time management skills and ability to multitask and prioritize work
Close attention to detail and problem-solving skills
Ability to work effectively with clients and vendors -- both internal and external -- at various levels, and liaise across all functional areas within the company
Dependable and proactive, takes initiative
Ability to own tasks from start to completion and to manage multiple projects simultaneously
