Client Relations and Onboarding Specialist jobs in United States
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New Energy Equity · 3 weeks ago

Client Relations and Onboarding Specialist

New Energy Equity is a leading company in the renewable energy sector, specializing in solar solutions. They are seeking a Client Relations and Onboarding Specialist to serve as the first point of contact for high-profile clients, assisting with onboarding and ensuring data integrity across various platforms.

EnergyPower GridSolar
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Responsibilities

Excellent interpersonal skills and with a focus on building long-term relationship with multiple high-profile clients
Be first point of contact for multiple high-profile clients
Assist and fill requests from clients whenever able. Route requests to the proper person within ESS when not able to fulfill requests personally
Learn and master Drive O&M workorder management software. Skill set involves accessing information from work orders, uploading and downloading reports, and generating reports. Drive O&M is built on a Salesforce platform
Become proficient and able glean basic information from AlsoEnergy solar monitoring software
Research and create proposals for clients
Collect and aggregate essential information and documents from multiple sources while onboarding new solar sites
Follow precise methods and SOPs to ensure uniformity and consistency across multiple platforms while onboarding new solar sites
Maintain ESS folder structure and workflow functions
Ensure integrity of system data across FSM and file system
Use FSM to run reports as requested by management
Additional Responsibilities as requested

Qualification

SalesforceAlsoEnergyMicrosoft ExcelCommunication skillsAttention to detailInterpersonal skillsProject management

Required

Bachelor's degree in related field highly preferred
2 year minimum experience in a publicly facing professional position that includes direct interaction with clients. Solar experience preferred
Proficiency or knowledge of Salesforce is strongly preferred
Assertive enough to give direction and humble enough to take direction
Excellent written/verbal communication skills and ability to professionally interface with host customers, clients and landowners
Attention to detail and the ability to manage multiple projects, schedules, and deadlines simultaneously
Proficiency in Microsoft Excel, Word, Adobe and Outlook and proven ability to learn new software programs
The ability to stay calm and pragmatic while interacting with clients even when they may be acting differently

Benefits

Retirement Benefits
Medical, Dental & Vision
Health Savings Account
Flexible Spending Account
Life Insurance and Disability
Tuition Reimbursement
Voluntary Benefits
Paid Absences

Company

New Energy Equity

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Founded in 2013, New Energy Equity is an ALLETE company specializing in financing and developing solar power generation assets, providing clean electricity to commercial, industrial, municipal, and utility customers under long-term contracts.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
SmartPitch Ventures
2022-03-02Acquired
2019-05-28Series Unknown

Leadership Team

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Matt Hankey
Co-Founder and CEO
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Ahmar Zaman
Chief Financial Officer
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Company data provided by crunchbase