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Participant Relationship Manager Jobs in Indiana

Manager, Development

Indianapolis, IN ยท On-site

$49K - $59K/yr

... participants. DUTIES AND RESPONSIBILITIES: * Implement a comprehensive plan to meet an income ... Work to grow meaningful relationships with the ALS community. * Work as integral part of Territory ...

Manager, Development

Indianapolis, IN ยท On-site

$49K - $59K/yr

... participants. DUTIES AND RESPONSIBILITIES: * Implement a comprehensive plan to meet an income ... Work to grow meaningful relationships with the ALS community. * Work as integral part of Territory ...

Be Seen First

... through active participation in government. * We stand as a voice for the business community ... Proprietary CRM and sales tools designed for success * Proven one-call-close What You'll Do As a ...

New

Be Seen First

... through active participation in government. * We stand as a voice for the business community ... Proprietary CRM and sales tools designed for success * Proven one-call-close What You'll Do As a ...

Showing results 41-60

Participant Relationship Manager information

What is a participant relationship manager?

A Participant Relationship Manager is a professional who acts as the primary point of contact for participants in retirement plans, employee benefits programs, or other group-based financial products. Their main role is to manage and enhance participant experiences by providing guidance, answering questions, and ensuring smooth communication between participants and the organization. They help educate participants about plan features, assist with enrollment or account changes, and resolve any issues that may arise. Effective Participant Relationship Managers are knowledgeable about plan details, compliance requirements, and customer service best practices.

How does a participant relationship manager typically collaborate with other departments to ensure a positive participant experience?

As a Participant Relationship Manager, you'll work closely with various internal teams such as operations, client services, and compliance to address participant inquiries and resolve issues efficiently. Regular communication with these departments ensures you have up-to-date information and resources to support participants effectively. This collaborative approach also helps identify and implement process improvements, enhancing overall service quality. Building strong cross-functional relationships is key to delivering a seamless participant experience and achieving organizational goals.

What are the key skills and qualifications needed to thrive as a participant relationship manager, and why are they important?

To excel as a Participant Relationship Manager, you need expertise in customer service, strong organizational skills, and a background in business or finance, often supported by a bachelor's degree. Familiarity with CRM systems, retirement plan platforms, and proficiency in Microsoft Office Suite are commonly required. Exceptional interpersonal skills, problem-solving abilities, and effective communication set top performers apart in this role. These competencies are crucial for building lasting client relationships, resolving participant issues efficiently, and ensuring a positive client experience.

Is being a Participant Relationship Manager a stressful job?

Participant Relationship Managers often handle communication and support for program participants, which can involve managing multiple priorities and addressing concerns promptly. The role may be stressful during peak periods or when dealing with difficult situations, but it generally depends on the workload, organizational support, and individual skills in communication and problem-solving.

What are popular job titles related to Participant Relationship Manager jobs in Indiana?

For Participant Relationship Manager jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Participant Relationship Manager jobs in Indiana look for?

The top searched job categories for Participant Relationship Manager jobs in Indiana are:

What cities in Indiana are hiring for Participant Relationship Manager jobs?

Cities in Indiana with the most Participant Relationship Manager job openings:

Infographic showing various Participant Relationship Manager job openings in Indiana as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Energy Engineering Account Manager

Resource Innovations

Fort Wayne, IN โ€ข On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago


Job description

Resource Innovations is seeking an Energy Engineering Account Manager to join our growing team in Fort Wayne, Indiana. As an Energy Manager with Resource Innovations, you will assist commercial and industrial utility customers implement energy-saving projects (e.g. upgrades to the facility’s lighting, HVAC, refrigeration, compressed air, process equipment systems) by providing end-use customer account management, project identification, evaluation, and management services for utilities. Energy Managers (i.e., account manager / sales engineers) work directly with utility client account managers and their commercial and industrial customers to promote the program, drive participation, and maximize energy savings to achieve program goals. The Energy Manager team collaborates with the engineering and business management teams to deliver a complete suite of program services to our clients.

Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change.


Duties include but are not limited to:

Provide program-level support to the client, customers, and contractors

    • Think big picture and support the goal to influence customers to be energy efficient
    • Demonstrate emotional intelligence and listening skills, and make wise recommendations/decisions quickly, despite ambiguity
    • Serve as a trusted advisor and communications liaison to external teams (utility representatives, utility customers and contractors) and internal teams (business management and engineering)
    • Earn and maintain client and customer trust to continually build relationships and implement energy savings recommendations
    • Develop a strategic sales plan with strategies and tactics to maximize the delivery of savings for your service area
    • Maximize program participation, identify project opportunities, provide immediate program, business, and technical services to customers
    • Proactively find and deliver value – anticipate current and future program needs whenever possible
    • Track outreach interactions and forecasted projects in a CRM
    • Proactively manage projects that begin to stagnate and take appropriate action to close the projects

Assist customers in identifying and managing projects

    • Identify energy-saving projects through discussions with customers and contractors, review of available information (e.g., BAS screenshots, controls sequences, PIDs, drawings, and nameplate photos), on-site visits, etc.
    • Recognize opportunities to involve engineers to assist with project identification for more complex systems
    • Effectively screen opportunities to ensure project eligibility and viability
    • Communicate the value of identified projects to motivate and influence the customer’s decision-making process
    • Assist customers in prioritizing and managing the collection of identified energy-saving opportunities
    • Eliminate customer barriers to project implementation
    • Other duties as assigned.

Requirements

  • Must be located in or commutable to greater Fort Wayne, Indiana
  • Academic degree in engineering, or similar technical discipline
  • 4+ years of work experience in applicable application engineering, technical sales or outreach position, highly desirable
  • A strong understanding of mechanical and electrical systems for commercial and industrial facilities: HVAC, lighting, motors, compressed air, refrigeration
  • Ability to distill complex ideas into concise conversation/emails
  • Excellent communication and presentation skills
  • Ability to develop customer relationships effectively and easily
  • Demonstrated proficiency with Microsoft Office 365 suite of programs
  • Ability to work remotely and manage multiple projects while meeting deliverable deadlines and budgets
  • Must be able to travel locally (within Indiana) up to approximately 50% of the time
  • Interest in sustainability and passionate about making a meaningful impact on the environment

Preferred skills, education and experience

  • Mechanical engineering degree
  • CEM, CEA, or CBCP or similar credentials
  • PE - Mechanical Engineering in HVAC and Refrigeration or Thermal and Fluid Systems
  • CRM software and reporting

Benefits

About Resource Innovations

Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change.

Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work.

Compensation & Benefits

Resource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position. This position offers a competitive compensation package with an anticipated base salary of $90,000–$105,000, plus eligibility to participate in a performance-based incentive plan. Employees who achieve target performance are eligible for target incentive earnings of up to $20,000 annually, for total possible compensation of approximately $90,000–$125,000, based on achieved savings goals. Final compensation will be determined based on factors including the candidate's experience, qualifications, education, geographic location, and internal equity.

At Resource Innovations, we believe supporting our people is essential to delivering impact. We offer a comprehensive benefits package designed to promote health, financial security, and work-life balance. This includes three weeks of paid vacation annually, paid holidays, a 401(k) retirement plan with employer match, medical, dental and vision coverage, parental leave, an employee assistance program, commuter benefits, and additional supplemental offerings.

Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required.

The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.


Resource Innovations logo

About Resource Innovations

Sourced by ZipRecruiter

Resource Innovations is a women-led organization offering software-enabled clean energy solutions for utilities as well as commercial, industrial, and residential energy customers. Our experts design and implement a suite of leading-edge services to support the rapidly changing industry through the clean energy transition. We leverage diversity across our team to accelerate energy innovation and make clean and sustainable energy more available, accessible, and affordable.

Industry

Environmental consulting services

Company size

51 - 200 Employees

Headquarters location

Half Moon Bay, CA, US

Year founded

2016

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