Customer Onboarding Specialist

Posted 8 Days Ago
2 Locations
In-Office or Remote
Junior
Greentech • Energy
The Role
The Customer Onboarding Specialist manages new project onboarding using Smartsheet and AssetPlanner, ensuring all data and templates are correctly imported and maintained while supporting project deadlines.
Summary Generated by Built In

Ameresco, Inc. (NYSE:AMRC) is a leading energy solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. We are a trusted, full-service partner to public sector and government entities, K-12 schools, higher education, utilities, and healthcare customers across the U.S., Canada, the U.K., and Europe. 

At Ameresco, we show the way by developing, constructing and operating tailored smart energy efficiency solutions, distributed energy resources, and infrastructure upgrades that drive cost savings, resilience, decarbonization, and innovation. Our comprehensive portfolio is built to address the challenges of today and adapt the future, ensuring long-term sustainability and success for our customers.

Ameresco is currently looking for a Customer Onboarding Specialist (COS) to work with the Customer, Director of Operations, Sales Manager, and Director of Financial Planning and Analysis to complete new project onboarding per Ameresco’s Project Onboarding Standard Operating Procedure.  The COS will report to the Director of Financial Planning and Analysis. This position will work remotely.

Responsibilities:

  • Maintain and manage to completion new projects being onboarded on the Smartsheet© program.

  • Import customer and project data into AssetPlanner’s Service request support module.

  • Import contract and budget data into AssetPlanner’s contract planning module.

  • Create and import all inspection templates into AssetPlanner maintenance dispatcher module.

  • Perform other duties as assigned.

Minimum Requirements:

  • Bachelor's Degree in appropriate field of study or equivalent work experience.

  • Minimum of 2 years of experience in account management/customer interfacing roles.

Additional Qualifications:

  • Proven organizational and communication skills.

  • Experience and proven ability to learn new computer programs.

  • Proven ability to manage multiple projects at a time while paying strict attention to detail and project deadlines.

  • Excellent verbal and written communications skills.

  • Solar construction and/or operations and maintenance experience is a plus.

  • Demonstrated expertise in Microsoft Excel, including complex formula creation to support data entry, analysis, and reporting.

  • Highly proficient working with Microsoft Office with the ability to quickly learn other computer applications.

  • Self-motivated and able to thrive in a results-driven environment.

  • Natural relationship builder with integrity, reliability and maturity.

  • Ability to prioritize among competing tasks.

  • Critical thinking and problem-solving skills.

  • Excellent time and project management skills, while always looking to improve inefficient processes.

  • Attention to detail and adherence to deadlines.

#LI-CZ1

Ameresco challenges the brightest, most talented, and creative individuals in the industry by providing an environment that fosters initiative and achievement. We are proud of our comprehensive and competitive employee benefits, including people-oriented insurance, investment, and incentive plans.

All official communications from Ameresco will originate from an @ameresco.com email address. Any correspondence from other domains should be regarded as fraudulent. Please report any suspicious activity to the platform where the issue was encountered. For further inquiries or concerns, please contact us at 1-866-AMERESCO 

Ameresco is an Equal Opportunity Employer. 

Top Skills

Assetplanner
Excel
MS Office
Smartsheet
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The Company
HQ: Framingham, MA
1,124 Employees
Year Founded: 2000

What We Do

Ameresco, Inc. (NYSE: AMRC) is an independent, integrated, comprehensive energy efficiency and renewable energy company that is building a sustainable future with public organizations and private enterprise throughout North America and the United Kingdom. Through energy audits, innovative engineering, utility-scale solar farms and deep energy retrofits, Ameresco applies forward-thinking technology to the challenges of controlling emissions, enhancing energy security and shifting toward clean, renewable sources of power.

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