Project Specialist II

Description

Competitive Pay + Benefits

POSITION SUMMARY:

The Project Specialist II's main role is to enhance dealer realization by completing project tasks efficiently. Reporting to the Sales Support Manager, they manage assigned projects, update homeowners and sales reps, and collaborate with internal teams to move projects forward. Accuracy, speed, and effective communication across departments are key priorities for this role.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

- Work assigned queues and document project findings and resolutions per established SOP’s

- Review Scope of Work for residential solar projects

- Collect project documents, resolve tickets, and call sales representatives as required to ensure project progression

- Triage projects, create practical solutions, initiate proper action, and follow through

- Build rapport with assigned sales managers, sales administrators and sales representatives to improve realization rates

- Advocate for assigned dealership internally

- Comprehend complicated design requirements and understand necessary equipment changes based on those requirements

- Serve as the point of contact for homeowner and sales reps

- Properly escalate design and SOW issues to the appropriate internal teams for resolution

- Demonstrate basic to advanced understanding of Aurora design platform to initiate design changes

- Learn to answer and action a variety of process and project-specific questions

- Become familiar with project requirements based on region, utilities, AHJ’s, and finance partners

- Become proficient in LIGHTSPEED, Freedom’s custom-built CRM

- Participate in team meetings, discussions and other activities as required to support the team and improve the quality of the operation

- Perform other duties as assigned

QUALIFICATION REQUIREMENTS:

- High School Graduate or GED equivalent

Experience:

- 3+ years of solar sales support experience required

- 3+ years of customer service experience required

Special Skills & Training:

- Maintain tact and professionalism when dealing with difficult/irate people and those in stressful situations

- Ability to work with frequent interruptions

- Demonstrates a sense of urgency and ability to meet deadlines

- Must be highly organized and able to multitask on several projects at a time

- Strong client-facing and teamwork skills

Knowledge, Skills & Abilities:

- Ability to work a rotating schedule- including early mornings, late evenings, holidays, Saturdays and Sundays are required

- Must be able to operate a computer and other communications equipment (i.e. phone, instant messaging, video conferencing, email, etc.)

- Ability to communicate clearly and concisely in a professional and effective manner, both verbally and written

- Develop and maintain cooperative, effective working relationships with others

- Basic clerical and typing skills.

- Ability to actively listen and comprehend callers' requests and assist with any questions

- Must be able to communicate clearly and in a positive demeanor on the phone

- Ability to multitask

Freedom Foreveris an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: veteran status, uniformed service member status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics) or any other consideration protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including supervisors and co-workers.