Contract Approval Specialist

Posted 8 Days Ago
Hiring Remotely in USA
Remote
1-3 Years Experience
Energy
The Role
Join PosiGen's mission of providing money-saving solar energy solutions by confirming document completion, conducting customer calls, scheduling site surveys, collaborating with sales professionals, reviewing sales appointments, and engaging with internal departments. High attention to detail and customer service skills required.
Summary Generated by Built In

Join the Solar For All Revolution!

At PosiGen, we are passionate about providing money saving solar energy and energy efficiency solutions for people of all income levels. We are seeking an equally passionate Contract Approval Specialist to help further our mission through excellent attention to detail, customer service, and a team-focused approach.

Essential Job Functions 

  • Confirm completion and upload of all documents by the sales team to comply with Document Control regulations.
  • Conduct outbound customer calls to perform a ‘Welcome Call.’
  • Receive inbound calls from the sales team, and perform a live review of submitted deals.
  • Schedule site survey appointments using the job scheduler, ensuring contractor and technician availability.
  • Collaborate with sales professionals to facilitate contract progress and coordinate calls as necessary.
  • Efficiently review a high volume of sales appointment packets.
  • Collaborate to meet deadlines for updated documents and regulations.
  • Research ownership and property address issues with Parish/County government offices.
  • Verify receipt of proper loan approvals for sold systems.
  • Collect original documents from the sales team for Document Control auditing.
  • Review Salesforce reports to monitor upcoming sales appointments and document status.
  • Engage with internal departments, including management, office, and field personnel, on a daily basis.
  • Follow up on aging customer statuses in Salesforce and provide regular status reports.
  • Perform general office management and administrative tasks, including filing, faxing, scanning, and organizing sales documents and marketing materials.

Education/Experience 

  • High School Diploma
  • Excellent Communication Skills.
  • Minimum of 1-2 years of experience in a Customer Service role required.
  • Knowledge of solar power energy field preferred.
  • Experience with Five9 or similar telecommunications suite, a plus.
  • Excellent written and verbal communication skills are required.
  • Excellent Customer Service experience and skills are required.
  • Experience with Salesforce CRM software a plus.
  • Bilingual a plus.
  • Experience with DrawLoop and Docusign software a plus.
  • Proficient use of Google Suite (Email, Meet, Chat, Drive) as well as other database programs.

About PosiGen

PosiGen is a people-centric, rapidly growing residential solar company committed to making Solar For ALL a reality. We aim to simplify solar, improve home efficiency, and generate opportunities for the underserved through our first of its kind, no credit check, guaranteed savings solar leasing program. 

As employees at PosiGen, we are passionate about furthering our mission of Solar For ALL. At PosiGen, we celebrate the individual and foster an environment where employees can be their true self. We strive to live every day by our values:

  • Act with Integrity
  • Be Humble, Be Kind
  • Collaborate and Seek to Understand
  • Deliver on our Promises
  • Engage Passionately

PosiGen is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other factor protected by applicable federal, state or local laws. Individuals who require reasonable accommodations under the Americans with Disabilities Act in order to participate in the search process should notify the Office of Human Resources.

Base Salary

$18$20 USD

Top Skills

Salesforce
The Company
Bridgeport, CT
205 Employees
On-site Workplace
Year Founded: 2011

What We Do

We are on a mission to help families take control of their energy costs and take back their financial freedom. Before we came along, solar panels were only available to the wealthy. We noticed that the people who needed to save money the most couldn’t afford them. We changed all of that by creating a brand new financial model and it worked!

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