Sunstone Credit
Sales Development Associate (Client Success Focus)
New York, NY - Full Time
About Us
Sunstone Credit is on a mission to revolutionize commercial solar finance.
Sitting at the intersection of climate, finance and technology, Sunstone is opening the door to a previously underserved segment in the solar industry by offering financing solutions that help businesses save money and reduce their carbon footprint by going solar.
Founded in 2021 by successful serial founders, Sunstone has a strong backing from top VC firms and financial institutions that position our company for explosive growth in 2025 and beyond. In late 2023, we seized an opportunity to accelerate entry into the residential segment through the acquisition of Sunlight Financial.
We have partners and customers that are diverse, and we are building a team that reflects that. Our team members collaborate and innovate from our HQ in NYC’s Flatiron District and every one of our colleagues shares in Sunstone’s success with meaningful equity ownership.
Climate change is the greatest challenge humanity has ever faced. We are doing our part to stop it. This is not just a job, it’s a mission – true believers only. Come join our team!
About the Role
Salary: $90k+ (Base and Bonus)
Sunstone Credit is on a mission to make solar accessible for every business. We're looking for a motivated and detail-oriented Sales Development Representative to join our growing team. In this hybrid role, you’ll serve as both a front-line ambassador for new partners and the first point of contant for our business borrowers.
As part of the Sales & Client Services team, you'll help drive Sunstone’s commercial activities by managing early-stage sales outreach, guiding clients through our application process, reviewing documentation, and serving as a resource for customer questions and needs.
We believe that data and metrics are a key element of any client experience function; therefore you will be expected to capture data and keep accurate notes and details in SalesForce related to your department. You will also assist in developing processes that support our ability to execute at scale while still maintaining an exceptional client experience.
Key Responsibilities:
Be the first point of contact for inbound and outbound client interactions, providing a seamless experience from initial inquiry to post-sale support
Guide clients through our application process step by step, ensuring clarity and confidence at every stage
Review and verify client documentation to support underwriting and approval processes
Collaborate cross-functionally with Business Development and Underwriting teams to ensure alignment and timely client support
Capture and maintain detailed records in Salesforce to help us scale efficiently and deliver personalized service
Support process improvement initiatives to continuously enhance the customer journey
Qualifications:
0–4 years of experience in a B2B role focused on sales development, customer success, or client support
Strong written and verbal communication skills; you’re proactive, empathetic, and customer-obsessed
Experience working with Salesforce (or a similar CRM) to manage client relationships and log activity
Ability to manage multiple projects simultaneously with excellent time management and follow-through
Comfortable working in a fast-paced, startup-like environment where priorities may shift quickly
Highly organized, self-motivated, and detail-oriented
Bachelor’s or Associate’s degree preferred
Must be based in New York and available to work in our Flatiron office three days per week
