Customer Experience Specialist

3 weeks ago

Portland, United States ReVision Energy Full time

** Revision Energy**

** Customer Experience Specialist**

South Portland, ME 04106

ReVision Energys South Portland, Maine location is currently looking for an individual who is excited to be on the front lines of solars rapid growth as a Customer Experience Specialist. This is a full time, office-based, M-F position. experience

**ABOUT REVISION:**

**ReVision** **Energy** was founded in 2003 by two solar geeks in a garage and has grown to over 300 employee-owners spread across our physical locations in Maine, New Hampshire, and Massachusetts. Our offerings of products have grown to include solar panels, battery backup systems, electric vehicle infrastructure, heat pumps, and water heating equipment.

As a 100% employee-owned company and a Certified B Corp,**ReVision** **Energy** is on a mission to lead our community in solving the environmental problems caused by fossil fuels while alleviating economic and social injustice.

**ReVision** **Energy** is an equal opportunity employer dedicated to creating an inclusive culture where employees from diverse backgrounds can thrive and support our mission. Our recruitment team looks at the whole picture; personal, professiona l, and non-traditional , as well as community involvement .

The safety, health, and well-being of our co-owners and our communities is of primary importance. We have implemented additional measures to assure that those we work and share spaces with adhere to COVID and general safety best practices.

**ABOUT THE POSITION:**

The Customer Experience Specialist is the friendly, compassionate, and professional voice of ReVision Energy, responsible for providing an excellent customer experience and facilitating communication and project updates to clients throughout the installation process. The Customer Experience Specialist works closely with individuals across the sales and operations teams, performs contract administration, invoicing and assorted administrative functions for projects.

Candidates will use their exceptional communication and organizational skills to respond to customer needs and achieve results across functions and departments. The ideal candidate is one who is efficient, professional, calm under stress, and committed to the company mission of helping people and businesses transition away from fossil fuels to sustainable solar energy.

**Role and Responsibilities (include but are not limited to):**

* Act as primary point of contact with customers throughout their project development process and works directly with the design team to process changes to projects scope of work.

* Collaborate with Operations team and Sales team to track project statuses and specifics, send regular updates throughout each customers In Queue experience

* Follow up on client needs to ensure they are met, and expectations exceeded

* Act as first point of contact for Operation inbound calls and manage voicemail inbox

* Review contracts, photos and hand off materials from sale

* Prepare and send customer contracts, change orders and interconnection applications for system installation

* Process financing documents for customer

* Update job records in the CRM

* Manage project invoicing and accounts receivables

* Receive payments (credit card and check) and enter in Quickbooks

* Provide assistance with additional administrative, office, and operations tasks as needed

* Become a knowledgeable professional about the solar industry so that you can effectively respond to client questions and provide education about their projects and technologies.

* Apply for warranty claims, rebates and RECs.

* Create invoice and send to customer , along with project closeout email.

**QUALIFICATIONS:**

* Passionate about responding to customer needs and creating a legendary customer experience

* Exceptional written and verbal skills

* Highly organized, with ability to prioritize, and execute tasks successfully in a fast-paced environment

* Detail oriented

* Strong competence with Computer including Excel, Word, e mail and web-based applications. Familiarity with Microsoft Dynamics or use of CRM a plus.

* Must have valid drivers license and clean driving record

* Excellent teamwork skills ability to foster a positive team environment

* Effectively coordinate and communicate with others (customers and co-workers)

* Ability to succeed in a fast paced, community environment

* Efficiency able to produce significant output with minimal waste

* Teamwork reaches out to peers and cooperates with supervisors to establish collaborative working relationships

* High Standards expects personal performance to be nothing short of the best

* Flexibility adjusts quickly to changing priorities and conditions. Copes with change

* Proactivity acts without being told what to do. Brings new ideas to the process and procedures

* Prior knowledge of solar, including incentives, net metering structure, and technology a plus

**Working Conditions/ Physical Demands**

* Regularly operates computer and phone

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