About The Position

The Associate Operation Specialist supports energy efficiency programs, working within a cross-functional team including program management, finance, technical, and marketing personnel. This role involves preparing and submitting weekly invoices, generating and reconciling reports, updating monthly client presentations, and managing and reviewing project applications. The specialist will also collaborate with IT and Delivery teams, maintain records, and identify process inefficiencies. A key aspect of the role is interfacing with various stakeholders such as manufacturers, retailers, Trade Allies, customers, engineers, and consultants, ensuring project applications and submittals comply with program policies and procedures. As an Associate Operation Specialist, you will provide a variety of administrative support to ensure various rebate programs meet their goals.

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 clients
  • Managing and reviewing project applications
  • Working with IT and Delivery teams
  • Maintaining organized records
  • Identifying inefficiencies in the current invoice process to suggest improvements
  • Interfacing with manufacturers, retailers, Trade Allies, customers, engineers & consultants
  • Reviewing project application forms and submittals to ensure compliance with program policies and procedures
  • Providing support for field-based staff and a network of participating Trade Allies
  • Maintaining ongoing communications with participating contractors, customers, and consultants
  • Clarifying and resolving/escalating customer/contractor concerns related to program participation, as necessary
  • Reviewing technical specifications, calculations, and cost estimates for energy efficiency projects
  • Assisting technical teams to ensure QA/QC standards for the program are met
  • Performing energy savings calculations for prescriptive energy efficiency measures and uploading records into program database
  • Processing program incentive payments per established policies and procedures
  • Coordinating with or following up on program quality control activities such as inspections and customer surveys as appropriate
  • Performing data entry as part of the invoice process and program forecasting
  • Creating Excel formulas, pivot tables, and macros on a daily basis
  • Being 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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