We Energies - Project Specialist

Franklin Energy • Milwaukee, WI

2d

About The Position

The Project Specialist provides oversight and coordination for program project coordinators and support to Energy Advisors and Energy Engineers. The role helps ensure information is accurate, files are maintained and reviewed, and business contacts receive ongoing communication. It also manages customer grant processing, alerts Energy Advisors about expiring grants and applications, and assists customers with program participation and incentives.

The position supports project processing, customer service, administrative operations, contract and subcontract compliance, quality assurance and quality control, and tracking team performance. It works with program staff, customers, trade allies, and business contacts to keep workflows and project documentation organized and effective.

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.
• Strong 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.
• Willingness to travel up to 10%.

Nice To Haves

• Associate degree or equivalent.

Responsibilities

• Coordinate with Energy Advisors to organize files, paperwork, and data entry, and communicate with business contacts.
• Maintain, update, and add accurate entries to the program database to process projects for approval and payment; contact clients and trade allies as needed.
• Answer phones and help customers understand how to participate in programs, obtain project incentives, and coordinate paperwork and applications.
• Make outbound customer calls to support program campaigns and lead generation.
• Maintain and update additional program support databases, such as SharePoint, for project tracking and assignments.
• Work with program staff to streamline workflows.
• Provide office management support, including following up on computer, printer, and fax/copy machine issues; maintaining office supplies and equipment; and supporting ordering and office logistics.
• Monitor activity for contract and subcontract compliance, including tracking invoices and report submittals.
• Coordinate with program management on quality assurance and quality control of project documentation and processing.
• Assist trade allies and customers with correct information and marketing materials to promote 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 or memoranda.
• Answer incoming calls and refer them to the appropriate person or department.
• Provide administrative support to program staff.
• Manage customer grant processing and inform Energy Advisors about expiring grants and applications.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Retirement benefits
• Paid time off
• Paid holidays
• Other company-sponsored benefits and programs

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED