Trade Ally Manager I

Energy Solutions - USA

2d•$69,000 - $79,000•Remote

About The Position

Energy Solutions is seeking a Trade Ally Manager I to support market engagement and outreach activities that contribute to energy efficiency program performance. The role assists manufacturers, distributors, contractors, and other market actors with participation in midstream and market-facing programs by providing information, responding to inquiries, and supporting outreach efforts. The position suits someone who enjoys outreach, researching participation issues, reporting observations, and following defined engagement plans. Preference is for candidates located on the East Coast or in the Eastern Standard Time Zone. The position supports trade ally participation, engagement, and recruitment goals; maintains stakeholder relationships; researches and documents inquiries and participation issues; validates program documentation; updates CRM and tracking systems; and reports basic participation and outreach metrics. Regional and local business travel may range from 10% to 40%, depending on the program and team, with occasional travel of less than 5% to conferences and the West Coast. Energy Solutions operates as a predominantly remote workforce, with offices in six locations. Employees residing within 40 miles of an office, except New York, will be assigned to that location; in-office attendance requirements may vary by team. The company is not accepting applications from candidates residing in Delaware, Kentucky, Mississippi, Montana, Nebraska, or North Dakota.

Requirements

High school diploma or equivalent experience.
Two years of professional experience in customer service, program support, outreach, sales support, administrative operations, or a related role.
Experience working with external stakeholders, customers, contractors, vendors, or trade partners.
Experience maintaining records, tracking activities, and following established processes and procedures.
Ability to carry out assigned outreach and engagement activities using established guidance.
Understanding of customer service, relationship management, or stakeholder support principles.
Experience using CRM systems, databases, spreadsheets, or other business systems to maintain records and documentation.
Strong written and verbal communication skills.
Ability to manage multiple tasks while maintaining attention to detail.
Proficiency with Microsoft Office applications and related productivity tools.
Ability to work independently on assigned tasks and seek guidance when needed.
Ability to conduct regional or local business travel (10%–40%, depending on program and team) and occasional travel (less than 5%) to conferences and the West Coast.

Nice To Haves

Bachelor’s degree in a related field.
Certified Energy Services Professional (CESP – AESP), CRM platform certification (such as Salesforce or Microsoft Dynamics Fundamentals), or Utility or Program-Sponsored Trade Ally certification.
Experience supporting energy efficiency, sustainability, utility, or incentive-based programs.
Experience performing outreach, customer service, participant engagement, or account support activities.
Familiarity with the HVAC, building envelope, and/or water heater industries.
Familiarity with CRM platforms such as Salesforce or Microsoft Dynamics.
Understanding of trade ally, contractor, distributor, or market-partner engagement practices.

Responsibilities

Support assigned trade ally participation, engagement, and recruitment goals through proactive outreach, relationship development, and ongoing account support.
Conduct assigned outreach to manufacturers, distributors, contractors, and other market actors to support program participation.
Build and maintain productive working relationships with assigned trade allies, contractors, distributors, manufacturers, and market participants.
Coordinate routine communication and follow-up with trade allies and internal stakeholders.
Research and document responses to trade ally inquiries and route questions to appropriate program staff when needed.
Support implementation of outreach campaigns, engagement activities, and trade ally participation initiatives.
Assist with local meetings, trainings, events, and other in-market relationship-building activities with trade allies and market partners.
Research participation issues, documentation discrepancies, and submission questions; escalate non-routine issues as appropriate.
Validate program documentation, participation records, and required submissions for completeness and accuracy.
Follow established procedures to resolve routine participation and process-related issues.
Update CRM systems, outreach records, dashboards, and participation tracking systems.
Prepare and report assigned basic participation metrics, outreach activities, and trade ally engagement information.
Document stakeholder interactions, participation updates, and program feedback in established systems and tools.