Training Associate

 Solar Training Associate

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.

Responsibilities:

Training

• Support the Manager of Training in designing and maintaining onboarding and continuing education programs for internal staff and external partners.
  Build training content such as documenting standard operating procedures (SOPs), video walkthroughs, playbooks, and e-learning modules.
• Oversee LMS user management and consider administrative support needs. 
• Manage new partner account setup within the HDM portal and lead ongoing partner performance tracking by maintaining and improving the partner dashboard and reporting key engagement metrics regularly.
• Coordinate and track training progress using the Learning Management System (LMS) for both internal and external training audiences.
• Schedule and host webinars and training sessions for solar installers, developers, and sales partners.
• Ensure all training content aligns with compliance requirements and company standards.
• Assist in gathering feedback and performance metrics to continuously improve the effectiveness of training materials.

Customer Support 

• Serve as a second line resource for homeowners, solar installation companies (EPCs), and sales professionals by responding to inquiries via phone and email.
• Serve as a subject matter expert for partners trained through HDM’s programs, providing frontline support on inquiries within scope and routing others appropriately to Underwriting or relevant teams.
• Manage EPC portal access, including onboarding new personnel and removing inactive users. Triage incoming requests and route them to the appropriate internal team when necessary.

Key Competencies:

• Excellent Communication: Clear, thoughtful, and responsive communication skills across phone, email, and documentation.
• Detail-Oriented: Precise and thorough in both customer interactions and training documentation.
• Collaborative Mindset: Ability to work cross-functionally with operations, sales, and compliance teams.
• Strategic & Adaptive: Able to anticipate needs, stay ahead of roadblocks, and pivot priorities as needed.
• Customer-Focused: A natural problem solver who brings empathy and patience to customer interactions.

Qualifications:

• 2+ years of experience in training coordination, instructional support, or customer service (solar or energy sector preferred).
• Familiarity with solar financing products and processes (loans, PPAs, leases) is a plus.
• Proficiency with Google Workspace (Docs, Sheets, Slides); experience with CRM and LMS platforms is a plus.
• Strong organizational skills with the ability to manage multiple projects and deadlines
• Self-starter with a proactive, team-oriented attitude.
• Experience working in a remote or distributed team environment is preferred.

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.

Equal Employment Opportunity Statement

HDM Capital is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, color, religion, gender, national origin, age, disability, or veteran status. We actively encourage veterans and military spouses to apply.