Interacts on a daily basis with customers in the field, including cold calling, to evaluate and identify energy saving opportunities. Conducts energy surveys for customer’s business using a PDA or tablet. Educates customer about utility programs being offered and other potential rebate opportunities. Obtains signature from customer to authorize installation of energy efficient measures applicable.
DUTIES AND RESPONSIBILITIES
Identifies key decision makers and educates them about utility program offerings. Must be organized, detailed-oriented and self-motivated to manage schedule, set-up appointments and customer follow-up.
Conducts energy audits of non-residential and residential buildings as required, that includes but is not limited to identifying existing lighting, HVAC, refrigeration, gas and water using equipment/measures. This information is recorded and stored electronically using intuitive EnerPath software that resides on PDA’s and/or tablets. Must have the knowledge base to make equipment recommendations in some circumstances. Must be able to identify potential future leads that could be added to the program.
Educates customer about general energy saving tips and desired behavioral changes that could be made to save energy. Educates customer on identified equipment change-out opportunities and obtains signature for installation approval. Explains the financial and environmental benefits of proposed changes and collects any customer co-payment and/or deposits needed to proceed. Explains next steps with the installation process, leaving the customer fully aware of what they may expect.
Attends scheduled department meetings and continued education classes.
Meets minimal performance and quality standards.
Responsible for representing ESI in a professional manner and abiding by all safety and employee guidelines.
Responsible for maintaining and protecting all electronic equipment issued.
ORGANIZATIONAL RELATIONSHIPS
Supervised by: Program Manager
Closely works with: Program Manager
Program Coordinator
Team Leader
RECRUITMENT REQUIREMENTS
High school diploma
Able to proficiently use Microsoft Office Suite
Strong communication skills with the ability to teach/educate with passion and a strong knowledge base
Strong organizational skills
Ability to work effectively in a fast-paced, changing, entrepreneurial work environment
Ability to work as a productive member of a team with a good team spirit and attitude
Ability to work a flexible schedule including weekends, nights, evenings and overtime, when necessary
Ability to work well under pressure while performing multiple tasks
Must possess a valid driver’s license applicable to state laws and dependable transportation
Past customer service or sales experience preferred
The Project Coordinator works closely with the Program Manager, Project Managers, Q/A Manager, installation entities and clients to ensure seamless transition for all projects that fall under their supervision.
DUTIES AND RESPONSIBILITIES
Projects / Programs
Coordinates / Schedules various auditing activities inter-related to specific programs assigned.
Communicates with clients to gather all information required to assist auditing personnel.
Supports and oversees assigned Contractor and Subcontractor activities.
Coordinates / Schedules various inspection activities inter-related to specific programs assigned.
Maintains Contractor/Subcontractor files ensuring valid licensing, insurance and certification.
Tracks and manages insurance compliance including date validation and renewals.
Reviews and prepares subcontracts. Verifies execution of subcontracts.
Creates purchase orders and submits to subcontractors, reviews and submits incoming accounts payable invoices from subcontractors.
Reviews and prepares documentation for accounts receivable invoices submitted to finance.
Develops and maintains customers tracking reports as requested, as well performance measurement tools and reports for productivity.
Trains field personnel and subcontractors staff.
ORGANIZATIONAL RELATIONSHIPS
Supervised by: Program Manager
Supervises: Project Managers
Field Personnel
Sub-Contractors
Q/A Manager
Closely works with: Sales
Field Service
RECRUITMENT REQUIREMENTS
Bachelors degree in Engineering, Communications or other technical curriculum or 3+ management experience.
Knowledge of effective project implementation processes and tracking procedures
Strong analytical skills necessary to evaluate performance and to generate effective service and quality control strategies.
Strong clerical skills necessary to accurately assist and organize, including extensive experience with using Microsoft Office Suite products.
Articulate with strong oral and written communication skills.
Ability to work as a productive member of a team.
Ability to work effectively in a fast-paced, changing, entrepreneurial work environment.
Working knowledge and understanding of all laws, rules, codes and regulations applicable to the work to be performed.
Ability to work a flexible schedule including weekends, nights, evenings and overtime, where necessary.
Ability to multi-task and support other departments where necessary.
Must possess a valid driver’s license applicable to state laws.
The Energy Auditor for the City Lights Program will act as the primary interface with small businesses and educate them about the City Lights program and the benefits of energy-efficiency upgrades. Energy Auditors will evaluate and identify energy saving opportunities using EnerPath’s PDA-based energy-auditing tools (training will be provided). Such assessments educate customers about the City Lights Program and obtain customer signatures authorizing the installation of energy efficient measures. Energy Auditors may enroll customers through qualified leads generated by marketing partners or by “cold-calling” small businesses directly.
DUTIES AND RESPONSIBILITIES
Ensure the City Lights Program surpasses its program participation goals and customer satisfaction goals.
Identify key decision makers on-site and educate them about the program offerings.
Conduct energy audits (and/or manage other Energy Auditors) of existing lighting system and equipment in small businesses using EnerPath’s PDA-based software (training will be provided).
Educate customer about identified equipment change-out opportunities and obtains signature for installation approval.
Explains the financial and environmental benefits of proposed changes and collects any customer authorizations and applications. Explains next steps with the installation process, leaving the customer fully aware of what they may expect.
Educates customer about general energy saving tips and desired behavioral changes that could be made to save energy.
Attends scheduled department meetings and continued education classes.
Meets all program performance and standards and requirements for professionalism and quality.
Responsible for representing EnerPath in a professional manner and abiding by all safety and employee guidelines.
Responsible for maintaining and protecting all electronic equipment issued.
ORGANIZATIONAL RELATIONSHIPS
Supervised by: City Lights Program Manager (San Antonio, TX)
Closely works with: Program Manager
Energy Auditors
Program Coordinator
Client Liaisons
Account Manager
RECCRUITMENT REQUIREMENTS
Candidates must be organized, client-oriented, detailed-oriented and self-motivated to manage schedule, set-up appointments and customer follow-up.
High School diploma (or equivalent) is a minimum. Additional College, Engineering, Communications, or technical curriculums are preferred.
Able to proficiently use Microsoft Office Suite.
Customer service or sales experience with strong communication skills with the ability to teach/educate with passion and a strong knowledge base.
Ability to work effectively in a fast-paced, changing, entrepreneurial work environment.
Working knowledge and understanding of all laws, rules, codes and regulations applicable to the work to be performed.
Must possess a valid driver’s license applicable to state laws and dependable transportation.
Ability to work a flexible schedule including weekends, nights, evenings, and overtime when necessary.
Ability to speak English and Spanish is preferred.
Management and oversight of all sales personnel and operations of this profit center. Provide corporate required reporting outputs. Sales Manager will have a bottom line sales goal for the program.
DUTIES AND RESPONSIBILITIES
Management and oversight of all outside and inside sales personnel with strong interface to Customer Service. Sales Manager will be directly responsible for all sales staff associated with the program.
Ensure organizational structure, staffing and business processes are optimized to achieve program objective and goals. Design and implement enhancements when necessary.
Manage and track all program activities related to sales and sales teams as well as tracking of installations, inspections, and quality assurance. Work with customer service to assesss and enhance sales effectiveness and reevaluate strategy when necessary.
Follow and enforce appropriate program and company policies for all sales staff.
Work closely with the Program Manager and the Marketing Manager with respect to program goals and implementation.
Developing viable strategies that can aid in executing our sales plan and achieving company objectives.
Maintain accuracy in reporting and accounting of all aspects of sales.
EnerPath relies heavily on the skills, attention to detail and direction provided by our Managers. Leadership, execution and strong management skills are critical to our company’s success. Professional and courteous behavior is also incumbent of us all and very important to our organization. It is up to us to ensure that our customers and potential customers receive satisfaction through courteous, prompt and polite treatment. The Sales Manager is the driving force behind achieving our company goals and works very closely with clients and other management personnel within the organization to deliver the best possible service.
TRAINING
It is expected that the Sales Manager will undergo training to understand the general and specific requirements of our programs. In, addition, the individual will be provided training in the use of EnerWorks® software and web-based enterprise management reporting software.
QUALITY CONTROL & COMPLIANCE
It is imperative that we have the highest quality control standards in our industry. It’s a characteristic that sets us apart from the competition and it is mandatory that our quality control policies are followed, all the time, and on every project/program. It’s the Sales Manager’s responsibility to make sure that all the employees under his/her charge meet our quality standards.
RECRUITMENT REQUIREMENTS
Bachelor’s degree in Business, Marketing, Communications or other technical curriculum or 3+ upper management experiences with P & L responsibility.
Articulate with strong oral and written communication skills.
Able to proficiently use MS Office Suite and the ability to learn EnerWorks® software.
Ability to work as a productive member of a team.
Ability to work effectively in a fast-paced, changing, entrepreneurial work environment.
Working knowledge and understanding of all laws, rules, codes and regulations applicable to the work to be performed.
Ability to work a flexible schedule including weekends, nights, evenings when necessary.
Ability to work well under pressure while performing multiple tasks.
Must possess a valid driver’s license applicable to state laws.
