Case Manager

Note: This role is a hybrid position in Huntersville, NC

Overview

Empower professionals. Advance sustainability. Make a difference.

At Everblue, we help people build careers in energy efficiency and sustainability through technology solutions and program support. Our mission is to support professionals, contractors, and organizations nationwide in creating a more sustainable future.

Everblue is seeking a Case Manager to help contractors and applicants navigate programs and successfully complete requirements.

In this role, you will serve as a trusted guide for applicants, customers, and contractors, helping them understand requirements, resolve issues, and resolve issues. This is not a script-reading support role. We’re looking for someone who can think critically, solve problems, and take ownership of helping customers succeed.

What You’ll Do

Support & Escalation Management

• Respond to inquiries via phone, email, live chat, and web with prompt, knowledgeable support
• Help customers understand program options and eligibility
• Manage complex or sensitive customer or contractor issues
• Support resolution of contractor–customer disputes while ensuring program compliance
• Provide clear updates on benefits, timelines, and application progress

Application Processing & Program Support

• Maintain accurate CRM records including registrations, sales orders, and support requests
• Review and verify documentation for completeness
• Evaluate applications for program eligibility and alignment with program guidelines
• Conduct rebate reservation reviews
• Troubleshoot semi-technical issues related to platforms, credentials, and program systems

Contractor Support

• Provide guidance to contractors on applications, documentation, and project requirements
• Track project milestones and installation progress throughout the program lifecycle
• Support coordination and review of Statements of Work (SOW)

Project Closeout

• Review Statements of Work to ensure compliance with program requirements
  Sales & Growth
• Support final documentation review prior to project closeout
• Coordinate with contractors and internal teams to resolve outstanding items

Outreach

• Conduct outbound calling to applicants and past customers to provide updates and re-engage opportunities
• Share customer insights with internal teams to improve programs and customer experience
• Identify ways to streamline processes and enhance the customer journey

What We’re Looking For

• Experience in customer support, program administration, inside sales, or operations
• Strong problem-solving skills and experience handling escalations
• Experience reviewing documentation or managing application workflows
• Excellent communication, empathy, and active listening skills
• Comfort learning new systems and guiding users through online platforms
• Detail-oriented with the ability to manage multiple priorities
• Familiarity with CRM systems and Microsoft Office (Google Drive a plus)
• Bachelor’s degree preferred, though relevant experience will be considered

Why Join Everblue?

Mission-Driven Work
Support programs that advance energy efficiency and sustainability nationwide.

Growth Opportunities
Develop professionally within a growing organization supporting the clean energy workforce.

Hybrid Flexibility
Hybrid schedule available after initial onboarding in Huntersville, NC.

Supportive Culture
A collaborative team environment that values initiative, creativity, and humor (rubber chickens included).

Ready to make an impact? Apply today and help customers succeed while advancing Everblue’s mission. Everblue is an equal opportunity employer. We value the diverse perspectives, experiences, and talents within our team and encourage all qualified candidates to apply.