Responsibilities
Customer Onboarding
- Review signed contracts for accuracy
- Create and manage projects in the CRM
- Verify required documentation
- Maintain complete customer files
Financing
- Submit financing applications
- Track approvals
- Coordinate financing documents
- Keep customers informed throughout the approval process
Project Coordination
- Order site surveys
- Coordinate engineering
- Submit permit applications
- Submit utility interconnection applications
- Track approvals and corrections
- Schedule inspections
- Coordinate with Jose’s installation team when projects are ready
Customer Communication
- Provide regular project updates
- Answer customer questions
- Manage expectations throughout the project
- Coordinate warranty requests when needed
Office Administration
- Maintain CRM accuracy
- Upload project documents
- Coordinate with suppliers
- Order required materials
- Prepare reports for ownership
- Track project milestones
Qualifications
Preferred Experience
- 3+ years in solar operations or construction administration
- Project coordination experience
- Financing coordination
- Permit processing
- Utility interconnection experience
- Strong customer service skills
- Excellent organizational skills
- Experience with Microsoft Office and Excel
- Experience using CRM software
Construction industry experience is preferred. Solar experience is highly desirable.
Pay: $25.00 - $32.00 per hour
Work Location: In person
