Solar Service Advisor

Simply Solar • Petaluma, CA

5d • $60,000

About The Position

The Solar Service Advisor is the engine of our service division. You'll own the full lifecycle of our solar service work from generating leads and writing quotes to scheduling jobs and directing technicians in the field each day. This is a dynamic role that blends outside sales, customer relationship management, and hands-on operational coordination. If you thrive in a fast-paced environment, love solving problems, and want to see the direct results of your work, this role is for you.

Requirements

• 2+ years of experience in the solar industry (service, installation, or sales)
• Strong understanding of residential solar PV systems, inverters, and monitoring platforms (Enphase, SolarEdge, SMA, etc.)
• Proven ability to read and produce quotes or proposals
• Excellent communication and customer relationship skills
• Strong organizational skills with the ability to manage multiple jobs simultaneously
• Valid driver's license and clean driving record

Nice To Haves

• Experience directing or coordinating field crews or service technicians
• Familiarity with battery storage systems (Enphase IQ, Powerwall, etc.)
• Experience with real estate solar disclosure reports or pre-sale inspections
• Proficiency with field service or CRM software

Responsibilities

• Prospect for and develop new solar service business through referrals, realtor partnerships, roofing contractors, and inbound leads
• Conduct site visits and system assessments to scope service needs
• Prepare accurate, professional quotes for all service work, including: panel and system removal & reinstallation (R&R) for roofing projects, system troubleshooting and diagnostics, inverter, panel, and component repairs, battery storage additions (e.g., Enphase, Tesla Powerwall, Franklin), system expansions and panel add-ons, and real estate solar inspection reports and production summaries for home sales
• Follow up on open proposals and close service agreements
• Build and maintain long-term relationships with roofing companies, real estate agents, and existing customers
• Schedule and dispatch technicians for all service calls and project work
• Create and manage work orders, ensuring technicians have the parts, equipment, and information needed before arriving on site
• Coordinate material procurement and manage parts inventory
• Communicate proactively with customers regarding scheduling, job status, and completion
• Track job progress and ensure projects are completed on time and within scope
• Provide daily direction and oversight to solar service technicians
• Conduct morning briefings and end-of-day check-ins
• Review job quality, safety compliance, and customer satisfaction
• Help identify training needs and support technician development
• Foster a positive, accountable team culture in the field
• Maintain accurate records in [CRM/field service software, e.g., Salesforce, ServiceTitan, Solargraf]
• Track job costs, margins, and department revenue in coordination with leadership
• Report on key metrics: quote volume, close rate, revenue, and job completion times
• Assist with warranty claims, utility interconnection coordination, and permit documentation as needed

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• PTO
• mileage reimbursement for field travel
• Support for certifications, training, and industry conferences as you grow in the role

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees