About The Position

The Associate Operation Specialist will support energy efficiency programs, working with a cross-functional team including program management, finance, technical, and marketing personnel. Key responsibilities involve preparing and submitting weekly invoices, generating and reconciling reports, updating monthly client presentations, and managing and reviewing project applications. This role also entails collaborating with IT and Delivery teams, maintaining records, and identifying process inefficiencies for improvement. The specialist will interact with various stakeholders such as manufacturers, retailers, Trade Allies, customers, engineers, and consultants, ensuring project applications comply with program policies. The position provides administrative support to ensure rebate programs meet their goals, working with program managers, operations managers, field inspectors, and IT support.

Requirements

  • Bachelor’s Degree
  • Proficiency in MS Office Applications (Word, PowerPoint, Outlook, Excel)

Nice To Haves

  • Demonstrates the ability to work independently and takes ownership of processes
  • 1+ years of experience developing, designing, or administering successful operational processes; or experience managing operations for consulting projects for utilities, state energy offices, state/local governments, and/or regional non-profits
  • Demonstrated success operating in complex cross-functional teams to achieve high levels of production, meet tight deadlines, and deliver compliant quality work products
  • Ability to communicate effectively, written and verbally, with clients and colleagues at all levels

Responsibilities

  • Preparation and submission of weekly invoices
  • Report generation and reconciliation
  • Updating monthly presentations for our client
  • Managing and reviewing project applications
  • Work with IT and Delivery teams
  • Maintain organized records
  • Identify inefficiencies in the current invoice process to suggest improvements
  • Interface with manufacturers, retailers, Trade Allies, customers, engineers & consultants
  • Reviews project application forms and submittals to ensure compliance with program policies and procedures
  • Provide support for field-based staff and a network of participating Trade Allies
  • Maintain ongoing communications with participating contractors, customers, and consultants
  • Clarify and resolve/escalate customer/contractor concerns related to program participation, as necessary
  • Review project application forms and submittals
  • Review technical specifications, calculations, and cost estimates for energy efficiency projects
  • Assist technical teams to ensure QA/QC standards for the program are met
  • Perform energy savings calculations for prescriptive energy efficiency measures and upload records into program database
  • Process program incentive payments per established policies and procedures
  • Coordinate with or follow up on program quality control activities such as inspections and customer surveys as appropriate
  • Data entry as part of our invoice process and program forecasting
  • Creating Excel formulas, pivot tables, and macros on a daily basis
  • Responsible for invoicing and reporting processes, performing QA reviews with project managers, and submitting for client approval
  • Monitoring program metrics and identifying and evaluating trends in the data
  • Maintaining and updating shared files, resources, and program documents
  • Learning, maintaining, and updating process workflows and team manuals

Benefits

  • Flexible workplace arrangements
  • Work-life balance
  • Employee wellbeing programs
  • Donation matching
  • Volunteer opportunities
  • Education Reimbursement
  • Retirement Planning
  • 401k matching
  • Mentorship Programs
  • Free access to professional development resources such LinkedIn Learning
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