Budderfly
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Identify and outreach to prospective clients, qualify leads from marketing, generate appointments, use social selling and digital campaigns, and collaborate with Account Executives to convert and report prospect status.
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Analyze and document service team processes, turn data into actionable insights, design and deliver technical training, maintain process and system documentation, collaborate with software and leadership to drive process improvements and implement rollout requirements across CRM and operations systems.
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Analyze data from multiple sources to build forecasting and optimization models, KPIs, and closed-loop reporting. Develop and debug reports and dashboards using AWS QuickSight and Excel, build data pipelines in Python, and present findings to vendors and internal teams. Work within Agile processes using Jira and Git and produce technical design documentation.
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Manage customer communications and drive project milestones for assigned accounts. Coordinate between Sales, Customer Success, Project Managers, and third-party contractors. Produce customer-facing project reports, attend contractor meetings, and ensure successful installations across lighting, refrigeration, HVAC, kitchen ventilation, and renewables/storage solutions.
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Support the Controller by auditing and processing project invoices, reconciling costs, monitoring budget vs actuals and WIP, forecasting cash flows, resolving billing disputes, collaborating with operations and vendors, and producing analytics and reports to protect project margins and improve installation economics.
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The Accounting Manager oversees daily financial operations, ensures GAAP compliance, manages month-end/year-end closings, and leads junior staff.
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The Account Executive will generate new business, build partnerships, manage sales cycles, articulate value propositions, and meet sales quotas, mainly focusing on energy efficiency solutions.
