Energy Consultant I
About The Position
Solar Energy Partners (SEP) provides residential and commercial solar solutions. The Energy Consultant Coordinator supports the sales team by managing inbound and outbound leads, scheduling appointments for Energy Consultants, and ensuring timely follow-up throughout the customer journey. The role requires strong organization and communication skills and the ability to work in a fast-paced environment. The coordinator maintains lead and customer records in SEP’s CRM, prequalifies prospective customers by gathering information such as energy usage, roof condition, and financing preferences, and coordinates with Energy Consultants to provide a steady flow of qualified appointments. The position also tracks appointment conversion rates, reports to sales leadership, and supports outreach related to marketing campaigns, home shows, and referral programs.
Requirements
- At least 1 year of experience in appointment setting, sales support, or customer service.
- Strong phone communication and interpersonal skills, with the ability to build rapport quickly.
- Strong organizational, time-management, and multitasking abilities.
- Self-motivated and results-driven, with a commitment to meeting and exceeding appointment-setting goals.
- Ability to work independently and as part of a team in a fast-paced, dynamic environment.
Nice To Haves
- Experience using CRM software and sales tracking tools.
- Knowledge of the solar energy or home improvement industries.
Responsibilities
- Track, organize, and manage inbound and outbound leads using SEP’s CRM system.
- Contact potential customers, qualify leads, and schedule appointments for Energy Consultants to conduct solar consultations.
- Follow up with leads through calls, texts, and emails to support conversion.
- Maintain accurate and up-to-date records of customer interactions, appointments, and lead statuses.
- Coordinate with Energy Consultants to optimize schedules and maintain a steady flow of qualified appointments.
- Gather prospective customers’ energy usage, roof condition, and financing preferences to support consultation preparation.
- Monitor appointment conversion rates and provide regular reports to sales leadership.
- Support lead-generation efforts by engaging with prospects from marketing campaigns, home shows, and referral programs.
Benefits
- Base salary with performance-based incentives for setting quality appointments.
- Opportunities to advance into sales, marketing, or leadership roles.
- Supportive, high-energy team environment.
- Opportunity to contribute to the expansion of renewable energy adoption.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
