Trade Ally Manager/Subcontractor Manager

Franklin Energy•Corcoran, CA

About The Position

Position Summary The Outreach Manager II – Trade Ally is responsible for managing relationships with contractors and trade allies, who deliver HVAC, water heating, insulation, and electrical services as part of energy efficiency and electrification programs. The role will require knowledge of the repairs and remediations required to complete electrification projects. This role ensures high-quality installations, compliance with program standards, and effective coordination between internal teams and external partners. The Subcontractor Manager will also lead recruitment, training, and performance management of subcontractors to meet program goals. This role would also support supply side development through conversations, negotiations, and coordination with material providers (i.e., distributors and manufacturers). Essential Duties and Responsibilities This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

Requirements

Bachelor’s degree from an accredited college or university or equivalent experience.
Technical school degree combined with demonstrated experience in the electric/gas utility field will be considered when deciding on this position.
5+ years of experience within customer outreach/sales
Previous experience performing customer outreach initiatives with an energy efficiency program
Previous experience managing staff performing proactive customer outreach activities
Strong customer service and communication skills.
Must be able to handle a wide work variety and work in a fast-paced environment.
Must be a detail-oriented, organized, self-starter, and have an ability to prioritize workload
Ability to identify and resolve project application issues with customers and trade allies
Proficient in Microsoft Office, specifically Word, Excel and Outlook
Strong data entry skills in entering information in tracking systems/databases
Ability to communicate effectively, both 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
Committed to diversity and inclusion
Reliable transportation
5+ years of experience in HVAC, energy efficiency, construction management, or related field.
Ability to manage multiple subcontractors, stakeholders, trade allies, and projects simultaneously.
Knowledge of HVAC, insulation, water heating, and electrical systems.
Valid driver’s license

Nice To Haves

Experience managing subcontractors or trade ally networks strongly preferred.
Current or past BPI certification strongly preferred.
Experience with California Title-24 submission and/or verification strongly preferred.
Experience with supply side coordination and/or procurement strongly preferred.

Responsibilities

Directly supervise and mentor the Outreach team, specifically the Energy Advisors, Outreach Specialists, and Energy Engineers (Sales focused).
Interview, recommend for hire and train employees as needed
Plan, coach, assign and direct work as well as review job contributions, conduct performance reviews and reward and discipline employees as necessary
Achieve program objectives by maintaining productivity standards and goals, including property assessment, production installation, and customer service rates and results
Improve customer service quality results by studying, evaluating, and re-designing processes, establishing and communicating service metrics, monitoring and analyzing results, and implementing changes
Coordinate with the Technology department by detecting and diagnosing software problems, provide guidance for corrective action and software program enhancements
Research, organize and summarize data for special projects.
Develop, evaluate, recommend and implement procedures for data gathering, management and quality control.
Analyze data for trends and/or conclusions.
Prepare status reports on program outreach progress and results.
In conjunction with the Technology department, help develop, enhance and maintain information systems to support program operations reporting requirements.
Develop and monitor the Outreach team structure in order to accomplish monthly, quarterly and annual goals, along with managing short-and long-range planning
Responsible for the operational and department budget, budget monitoring and strategic planning of the Outreach programs and initiatives
Oversee and, as needed, perform daily outreach duties on programs
Establish a clear vision and direction for programs, including programs in different states, audiences, and specific user groups
Establish and direct outreach programs to meet customer goals
Identify and establish new program and outreach opportunities including coordination with client
Evaluate and strengthen existing processes to achieve program participation and revenue goals, including the establishment of integrated evaluations to allow for ongoing review of all outreach aspects
Coordinate and review with client all external communication pieces for brand, editing, and consistency. This includes mass distribution letters, e-blasts, faxes, statement stuffers, and any other external communication pieces
Collaborate with the Client Marketing department to coordinate PR and marketing opportunities for programs
Develop, maintain and promote positive and professional relationships with client, internal staff, customers and the general public
Recruiting, onboarding, and managing scopes for subcontractors, trade allies, and suppliers.
Maintaining strong relationships and encouraging participation.
Participating in stakeholder meetings and representing the program at industry events.
Leading coaching and development of disciplinary actions and performance improvement plans as needed.
Providing training and technical support to subcontractors.
Conducting regular quality assurance reviews and site visits.
Ensuring compliance with program standards and safety protocols.
Collaborating with outreach and field teams to ensure seamless customer experiences for contract requirements.
Leading development of program materials, training guides, and technical specifications.
Providing input on program design and improvement initiatives.
Ensuring subcontractors meet licensing, bonding, and insurance requirements.
Managing subcontractor relationships through contracts and scopes of work.