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Manage and grow customer, contractor, and stakeholder relationships across an assigned territory. Drive program participation, identify new business opportunities, present proposals, document interactions, verify installations, troubleshoot technical issues, and collaborate with engineering and programming teams. The role requires field-based customer engagement, independent work, travel, and technical aptitude related to commercial energy-efficiency programs.

Supports complex energy-efficiency programs through project scheduling, documentation, reporting, data management, eligibility analysis, rebate estimates, and program coordination. Maintains accurate Excel-based tracking and reporting, performs complex data analysis, supports inspections and meetings, researches program requirements, improves processes, and communicates with internal teams, clients, and trade allies. Ensures compliance, data quality, operational consistency, and effective use of program systems.

Remote Processing Specialist responsible for accurate data entry and validation of energy rebate requests, meeting KPIs (90%+ production, 99% accuracy), following SOPs, contributing to process improvements, and maintaining required home office and internet standards. May require split shifts, evenings, or Saturdays.

Lead and coach a team of account managers to drive client satisfaction and energy-savings goals. Develop and execute strategic account plans, standardize lead tracking and KPIs, analyze data and customer feedback, provide program updates, and partner with program leadership to inform outreach, marketing, training, and continuous improvement initiatives.

Support program delivery through rebate application processing, payment processing, data entry and quality assurance, tracking/verifying paperwork, exporting reports, attending meetings, and completing special projects; occasional customer and trade ally communication.

Process and review residential energy-efficiency incentive applications, coordinate with community partners and internal teams, ensure program rule compliance, resolve discrepancies, track workflow metrics, document decisions, and identify process improvements to deliver accurate, timely incentives and positive partner/customer experiences.

Field-based Account Manager responsible for building and maintaining customer and contractor relationships, selling technical energy-efficiency products/services, verifying installations and paperwork, troubleshooting technical issues, preparing sales forecasts and proposals, documenting interactions, and traveling throughout a defined territory to drive savings acquisition and program participation.

Field-based Account Manager responsible for maintaining and growing accounts, selling technical energy-efficiency products and services, troubleshooting installations, training customers and contractors, documenting interactions, preparing sales forecasts, and collaborating with engineering and program teams to drive savings acquisition.

Coordinate and support program and operations delivery: process rebate applications, perform accurate data entry, schedule and track projects, review documentation, educate applicants, export reports, and provide customer support via phone/chat/email. Attend meetings, complete special projects, and ensure data quality and program compliance.

Coordinate and track projects and program paperwork for technicians, auditors, and account managers; process payments, perform data entry and quality checks, export reports, attend staff meetings, and complete special projects while supporting program operations and process improvement.