Client Relations and Onboarding Specialist

Reposted Yesterday
Be an Early Applicant
Annapolis, MD
In-Office
55K-65K Annually
Junior
Energy • Renewable Energy
The Role
The Client Relations and Onboarding Specialist engages with high-profile solar energy clients to build relationships, manage onboarding, and support ongoing needs through effective communication and data management.
Summary Generated by Built In

Are you a highly organized professional who thrives on building long-term relationships with high-profile clients? Energy Support Services (ESS) is seeking a Client Relations and Onboarding Specialist to be the first point of contact for our solar energy clients. This pivotal role requires an assertive, detail-focused individual with the technical curiosity to master platforms like Salesforce (Drive O&M) and AlsoEnergy for client onboarding and ongoing support. If you are ready to apply your excellent communication skills and meticulous attention to data integrity to a rewarding role in the solar industry, this is a great opportunity to drive client success and operational excellence.

ESSENTIAL FUNCTIONS:
• 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.

QUALIFICATIONS:
• 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.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of employment visas at this time. 

The expected annual compensation range for this position is $55,000 - $65,000, encompassing base pay and potential incentive target opportunity. This range is a good faith estimate based on the position's requirements. Specific compensation offered to the selected candidate may vary depending on factors such as relevant knowledge, skills, training, experience, and market conditions. Additionally, this position may qualify for a comprehensive benefits package, including Retirement Benefits, Medical, Dental & Vision, Health Savings Account, Flexible Spending Account, Life Insurance and Disability, Tuition Reimbursement, Voluntary Benefits, Paid Absences, and more.

About Us:

At New Energy Equity, a proud subsidiary of ALLETE, we’re leading the charge in transforming the energy landscape with innovative solar solutions 🌞. As a top player in the renewable energy sector, we’ve successfully developed over 600MW of solar projects and closed more than $1.2 billion in clean energy investments 💼. Our projects deliver sustainable electricity to a wide range of clients, including commercial, industrial, municipal, and utility customers 🌍. But there’s more to us than just impressive numbers. We pride ourselves on a dynamic and engaging work environment where teamwork, continuous learning, and environmental stewardship are at the core of what we do 🌿. Our inclusive and collaborative culture encourages creativity and innovation, making our office a place where every idea is valued, and growth is a priority 💡. At New Energy Equity, you’ll join a passionate team that not only drives the clean energy future but also enjoys celebrating our successes together 🎉. With over 250 projects across the U.S. 🌎, our supportive atmosphere ensures a balanced work-life dynamic ⚖️ and a fun, fulfilling career path 🌟. Join us and be part of a forward-thinking company where your contributions are celebrated, and your professional development is supported as we work towards a brighter, sustainable future 🌍.

The statements above outline the essential functions, nature, and level of work expected as of the document’s preparation date. They are not exhaustive lists of all duties and responsibilities. New Energy Equity reserves the right to modify this job description at any time, without notice.

 

New Energy Equity is an equal opportunity employer. All applicants will be considered for employment without discrimination based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status, or any other basis prohibited by federal, state, or local law.

 

If you are an individual with disabilities who needs accommodation or you are having difficulty using our website to apply for employment, contact our HR department at [email protected]

Top Skills

Adobe
Alsoenergy
Drive O&M
Excel
Microsoft Outlook
Microsoft Word
Salesforce
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The Company
HQ: Annapolis, Maryland
88 Employees
Year Founded: 2013

What We Do

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. New Energy Equity has successfully installed over 330MW.
driving the evolution of clean energy through every project it touches, leaving behind a better world.
🏆7th Top Solar Developer in the U.S. by Solar Power World Magazine 2021
🏆8th Top Solar Contractor in the U.S. by Solar Power World Magazine 2021
🏆40th Fastest-Growing Private Energy Company by Inc. Magazine 2020
🏆Best Place to Work in Washington DC by Comparably 2021
🏆Small Business of the Year by Business Intelligence Group 2021
🏆Co-Founder, CEO & President Matt Hankey Small Business Executive of the Year by Business Intelligence Group 2021

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