Client Relations and Onboarding Specialist

New Energy Equity•Annapolis, MD

54d•$55,000 - $65,000

About The Position

Are you a highly organized professional who thrives on building long-term relationships with high-profile clients? Energy Support Services (ESS) is seeking a Client Relations and Onboarding Specialist to be the first point of contact for our solar energy clients. This pivotal role requires an assertive, detail-focused individual with the technical curiosity to master platforms like Salesforce (Drive O&M) and AlsoEnergy for client onboarding and ongoing support. If you are ready to apply your excellent communication skills and meticulous attention to data integrity to a rewarding role in the solar industry, this is a great opportunity to drive client success and operational excellence.

Requirements

Bachelor's degree in related field highly preferred.
2 year minimum experience in a publicly facing professional position that includes direct interaction with clients. Solar experience preferred.
Proficiency or knowledge of Salesforce is strongly preferred.
Assertive enough to give direction and humble enough to take direction.
Excellent written/verbal communication skills and ability to professionally interface with host customers, clients and landowners.
Attention to detail and the ability to manage multiple projects, schedules, and deadlines simultaneously.
Proficiency in Microsoft Excel, Word, Adobe and Outlook and proven ability to learn new software programs.
The ability to stay calm and pragmatic while interacting with clients even when they may be acting differently.

Responsibilities

Excellent interpersonal skills and with a focus on building long-term relationship with multiple high-profile clients.
Be first point of contact for multiple high-profile clients.
Assist and fill requests from clients whenever able. Route requests to the proper person within ESS when not able to fulfill requests personally.
Learn and master Drive O&M workorder management software. Skill set involves accessing information from work orders, uploading and downloading reports, and generating reports. Drive O&M is built on a Salesforce platform.
Become proficient and able glean basic information from AlsoEnergy solar monitoring software.
Research and create proposals for clients.
Collect and aggregate essential information and documents from multiple sources while onboarding new solar sites.
Follow precise methods and SOPs to ensure uniformity and consistency across multiple platforms while onboarding new solar sites.
Maintain ESS folder structure and workflow functions.
Ensure integrity of system data across FSM and file system.
Use FSM to run reports as requested by management.
Additional Responsibilities as requested.