Associate, Sales Operations

July 26

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Pivot Energy

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Clean Energy. Clear Choice.

Solar PV Design-Build • Corporate Renewables Planning & Procurement • Solar PPAs and Leasing • Community Solar • Energy Storage

51 - 200

Description

• Allocation of subscribers to community solar gardens, ensuring optimal utilization of available capacity while maximizing customer satisfaction and revenue streams • Collect customer information to support the underwriting and processing of community solar subscriptions in alignment with project, program, and portfolio objectives • Process sales documents and customer data in a timely manner to aid in successful customer onboarding • Maintain accurate customer data records using cloud-based tools, identifying opportunities to enhance processes or tools when relevant • Identify and act on any contract discrepancies in partnership with the subscription sales team • Perform QA/QC reviews of sales documents for financial underwriting, including contracts, financial information, sales data, and more depending on the product • Monitor and report on sales progress, communicating with key sales and operations team members to support forecasting and operational demand planning • Follow established policies and best practices on required customer documentation by program and financier requirements • From time to time, research state and market requirements to ensure these policies stay relevant and up-to-date

Requirements

• Knowledge of solar, preferably community solar, and structured finance of distributed energy • Experience working with contracts and ability to navigate legal constructs and identify risks within contracts • Experience working in Smartsheets, Salesforce, or similar Project Management tools • Intermediate proficiency in Excel tools, including data analysis and reporting with large data sets • Detail- and process-oriented, with a passion for accuracy and on-time execution