Solar Contract Approval Specialist

Summary

Join PosiGen, a residential solar company dedicated to providing affordable solar energy solutions, as a Contract Approval Specialist. This role involves supporting the sales team through administrative tasks, customer communication, and contract management. While remote work is possible, preference is given to candidates in specific locations. The position requires excellent communication, attention to detail, and the ability to work independently and as part of a team. Responsibilities include scheduling appointments, preparing sales packets, verifying loan approvals, and ensuring compliance with regulations. A high school diploma and 1-2 years of customer service experience are required.

Requirements

• Possess excellent communication skills
• Be able to work independently and prioritize workload
• Be able to work in a fast-paced, changing, and deadline-driven environment
• Be able to communicate effectively over the phone and through email
• Be detail-oriented, quality, and results-focused
• Be able to follow management direction and take constructive feedback
• Have a team player attitude
• Have a High School Diploma
• Possess excellent communication skills
• Have a minimum of 1-2 years of experience in a Customer Service role
• Possess excellent written and verbal communication skills
• Possess excellent Customer Service experience and skills

Responsibilities

• Support the Sales team in the capacity of an administrative professional
• Place outbound calls to customers to review all information and upcoming steps in the pre-board process
• Schedule site survey appointments in the job scheduler and check for availability of contractors or local survey technicians
• Communicate with sales professionals to assure the contracts are moving forward and work together to schedule calls if needed
• Handle a high volume of packet preparation for sales appointments in a timely manner
• Ensure that the sales packet has all of the correct/updated information components
• Work with Document Control on deadlines for updated documents/regulations
• Research ownership/property address issues with various Parish/County government offices
• Confirm that the proper loan approvals are received with sold systems
• Verify that all documents are completed/uploaded by the sales team in order to comply with Document Control regulations
• Ensure that all original documents are collected from the sales team for Document Control auditing purposes
• Review Salesforce reports for upcoming sales appointments and status of signed documents
• Adjust sales packets based on sales representative needs or feasibility results from operations
• Interact with Management, office, and field personnel of several internal departments on a daily basis
• Follow up on aging customer statuses in Salesforce. Includes reporting status regularly
• Perform general office management and administrative duties (filing, faxing, scanning, and organization of sales documents and marketing materials)

Preferred Qualifications

• Be Bilingual in Spanish
• Have knowledge of the solar power energy field
• Have experience with Salesforce CRM software
• Have experience with DrawLoop and DocuSign software
• Be proficient in using Google Suite (Email, Meet, Chat, Drive) as well as other database programs

Benefits

Base Salary: $20 — $22 USD