Portfolio Operations Associate

Summary

Join Omnidian, a B Corp certified company building a sustainable future, as a Portfolio Operations Associate. You will manage a subset of cases for clients, supporting portfolio remediation projects, creating client reports, and participating in client meetings. Growth opportunities exist to become a Portfolio Operations Specialist and beyond. The role requires strong organizational skills, attention to detail, and experience in solar or project management. Omnidian offers remote work opportunities, comprehensive benefits including 100% employer-paid health insurance, performance bonuses, equity stake, and learning reimbursement. The company fosters a positive and inclusive work environment.

Requirements

• Be highly responsive and organized
• Have keen attention to detail and accuracy
• Take ownership of resolving issues to completion
• Have 6+ months of solar experience, training, or courses OR 2+ years of project management experience
• Have high comfort and enjoyment in Excel, including sorting and filtering
• Have a track record of identifying opportunities to improve processes

Responsibilities

• Support portfolio remediation projects, in coordination with the client and internal Omnidian teams
• Learn, execute and help implement improvements on processes, documentation and resources
• Support escalated cases by researching relevant details related to solar performance, ticket history, and/or contract details
• Use template to create and annotate monthly client reporting packages for teammate to review
• Support ad-hoc reporting requests from clients and ensure appropriate response and/or delivery of reporting
• Join in on regular meetings with clients (hosted by a more tenured teammate) to observe or take notes and learn first-hand client relationship skills
• Follow up on client meetings through internal process improvements or case work
• Collaborate with teammates in managing operations processes and Omnidian responsibilities as outlined in their client contracts

Preferred Qualifications

• Have some project management, client support, or customer service experience
• Have some basic quality assurance experience

Benefits

• Opportunity to work remotely
• Vibrant and creative co-working space in Seattle (if applicable)
• Local gatherings per year
• Family medical, dental, vision, disability, parental leave, 401(k) administration, thoughtful PTO, and paid sabbatical leave after four years
• Competitive total compensation package that includes monthly health insurance premiums
• Quarterly bonus
• Long-term stock options
• 100% of health insurance monthly premiums for employees, and 50% for dependents
• Performance Bonus: Up to 15%
• Equity Stake
• Up to $500 annual learning reimbursement