We Energies - Project Specialist
About The Position
The Project Specialist provides oversight and coordination for program project coordinators and supports Energy Advisors and Energy Engineers. The role ensures program information is accurate, files are maintained and reviewed, and business contacts receive ongoing communication. It also manages customer grant processing, alerts Energy Advisors to expiring grants and applications, and assists customers with program participation and incentive processes. The position performs project and database administration, customer service, office management, compliance tracking, quality assurance support, and administrative assistance to program staff. It requires strong organization, communication, customer service, data entry, and problem-solving skills in a fast-paced environment. Travel of up to 10% is expected.
Requirements
- High school diploma or equivalent.
- At least 3 years of previous office experience.
- Strong customer service and communication skills.
- Ability to handle a wide variety of work in a fast-paced environment.
- High interpersonal skills for handling sensitive matters and confidential information.
- Detail-oriented, organized, self-starting, and able to prioritize workload.
- Ability to identify and resolve project application issues with customers and trade allies.
- Proficiency in Microsoft Office, specifically Word, Excel, and Outlook.
- Strong data entry skills using tracking systems and databases.
- Ability to communicate effectively verbally and in writing with customers, clients, and employees.
- Ability to analyze and interpret data and solve practical problems.
- Knowledge of mathematical concepts such as fractions, percentages, and ratios.
- Commitment to diversity and inclusion.
- Reliable transportation.
- Valid driver’s license.
Nice To Haves
- Associate degree or equivalent.
Responsibilities
- Coordinate with Energy Advisors to organize files, paperwork, data entry, and communication with business contacts.
- Maintain and update program databases and process project information for approvals and payments, contacting clients and trade allies as needed.
- Answer customer calls and explain program participation, incentives, paperwork, and application requirements.
- Make outbound customer calls to support program campaigns and lead generation.
- Maintain and update program support databases, such as SharePoint, for project tracking and assignments.
- Work with program staff to streamline workflows.
- Provide office management support, including resolving issues with computers, printers, fax and copy machines, maintaining supplies and equipment, and handling office logistics.
- Monitor contract and subcontract compliance by tracking invoices and report submissions.
- Coordinate with program management on quality assurance and quality control of project documentation and processing.
- Assist trade allies and customers with correct program information and marketing materials for energy efficiency incentives.
- Track monthly and quarterly team performance and goals.
- Provide customer service, scheduling, and other assistance as needed.
- Transcribe data and compose and edit letters and memoranda.
- Answer incoming calls and refer them to the appropriate person or department.
- Provide administrative support to program staff as needed.
- Manage customer grant processing and inform Energy Advisors of expiring grants and applications.
- Assist customers with program-related needs.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Retirement benefits
- Paid time off
- Paid holidays
- Other company-sponsored benefits and programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
