Job description
Job Description Summary
Energy Advisors serve as an independent resource for property owners, renters, contractors, and other key stakeholders interested in energy issues. Energy Advisors combine technical expertise, sales skills, and customer service skills to provide assistance to clients and help them with their decisions.
Energy Advisors help maximize the value of energy program marketing activities by referring customers to all relevant programs, participating in community marketing, education, and outreach events as an expert resource, encouraging every customer to pursue every energy upgrade that makes sense for them, tracking the status of every customer, and identifying opportunities for customers to make deeper energy savings over time. Detailed data tracking conducted by Energy Advisors also helps to identify the most effective marketing tactics and offers real-time insight into a wide variety of parameters that can be used to maximize program performance.
Job Description
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- Provide individualized and ongoing assistance to property owners through phone-based and field-based advising
- Customer Intake: Establish account, determine qualification and eligibility, conduct entry interview, and advise customer as appropriate
- Conduct initial energy advising consultation with customers; Provide an overview of the program and collect any required documentation
- Educate and counsel property owners with regard to residential energy efficiency (energy upgrades, behavioral changes), including the review of energy assessment reports with homeowners if available
- Assist property owners in obtaining and reviewing estimates and contacting their selected contractor to schedule work
- Review available rebates and incentives with property owners; Assist with finding and/or providing rebate forms; Assist with the completion of rebate forms, using electronic forms when possible
- Provide property owners with information on relevant financing options and assist with applications for financing options when relevant and available
- Provide property owners with information regarding historic preservation compliance, if applicable
- Provide individualized and ongoing assistance to contractors
- Assist with program recruitment, on-boarding, and requirements, lead generation, scheduling, sales, upgrade project support, identifying areas for contractor improvement, and providing resources to increase contractor success
- Track all activity in data management system accurately and completely to ensure data quality; Follow reporting requirements outlined by supervisor
- As needed: Rebate processing and QA/QC support including desktop review of energy upgrade project submissions and scheduling of field QC visits
- As needed: Participate in community marketing, education, and outreach events as an expert resource
- Deliver excellent customer service and provide consistent and timely follow up to all stakeholders
- Properly execute all Energy Advisor workflows
- Plan, coordinate, and follow through on tasks and assignments in a timely manner
Qualifications- Chinese/Mandarin speaking highly preferred
- Minimum education requirement: Bachelor’s Degree or combination of training, education, and work experience in a related field
- Ability to explain technical information in an easy-to-understand way
- Proficiency in computing
- Strong listening, verbal, and written communication skills
- As representatives of energy efficiency programs and of CLEAResult, Energy Advisors should always exhibit exemplary customer service skills and professionally handle all interactions
- Excellent organization, record-keeping, and time management skills
- Ability to prioritize and deliver in a fast-paced environment
Additional Job Description
CLEAResult continues to be committed to the health and safety of all employees, customers, partners and the communities we serve. As we prioritize hiring of talent for essential positions that meet the critical needs of our customers, we intend to continue supporting the fight to end the pandemic. Employees’ health and safety while meeting client expectations remains our top priority.
Equal Opportunity Employer
As an Equal Opportunity Employer, we are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant’s race, color, religion, national origin, marital status, age, sex, gender identity, sexual orientation, status as a qualified individual with a disability or protected veteran, or any other protected status.
The above job description and job requirements are not intended to be all inclusive. CLEAResult retains the right to make changes or adjustments to job descriptions and/or requirements at any time without notice.
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