Operations Specialist
Job Description Summary
CLEAResult is seeking an Operations Specialist to coordinate aspects of energy efficiency projects for national customers participating in multiple C&I programs. The Operations Specialist directly supports the team of National Account Managers by performing C&I project data entry, tracking, and reporting in Salesforce and Power BI. In addition, this role will directly support C&I programs by providing project leads using a national database of construction projects. This person’s primary goal is to ensure all of our National Account projects are tracked accurately and timely to ensure proper forecasting and customer reporting. Success in this position improves customer satisfaction and supports higher savings for utility programs.
Job Description
The Operations Specialist is responsible for:
* Working closely with the national account managers to track and report on project progress and next steps
* Tracking projects and customer communications in multiple data systems and tools (Salesforce & Power BI)
* Ensuring all project details, such as eligibility, audits, paperwork, rebate processing, verification, and payment, are accurately tracked and continue to move forward in Salesforce
* Enhancing team operations through the creation and maintenance of new and existing tools and reporting dashboards in Power BI
* Providing C&I project leads to program teams using a national database of construction projects
* Providing regular status updates to program staff
* Coordinating with program teams on project status updates, requirement changes, timelines
Education, Experience, Skills
* Strong MS Word, Excel, and PowerPoint capabilities
* Ability to work independently and with cross-functional teams
* Detail oriented and organized
* Proficiency with multiple database and reporting platforms (Salesforce & Power BI)
* Experience juggling multiple priorities at once
* Strong written and oral communication skills
* Experience with energy efficiency measures and technologies in C&I applications is desired
Education Requirements
* Bachelor’s degree preferred
* 1-3 years experience in an operations support role
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.