Account Assessor

Job Description

POSITION SUMMARY:

The Account Assessor works at the direction of the Account Management Supervisor, providing service and support to Third-Party Dealers and Sales Representatives via Project intake assessments, a Project task queue, and a Project ticket queue. The Account Assessor is responsible for maintaining an accurate pre survey Scope of Work, managing projects with a CRM, and maintaining project viability through regular account reviews. In addition to project assessments, the Account Assessor also acts as a conduit by communicating or creating additional action items for various stakeholders. A successful Account Assessor demonstrates excellent attention to detail, transposes data accurately and provides clear direction for sales partners when project documentation, contract or finance requisites have not been met at project submission or once the Scope of Work has been published.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

• Display a basic understanding of Solar, required documents, contract and finance requirements

• Accurately scrub data from new deals submitted

• Examine contracts and finance information to ensure accuracy

• Verify Property Ownership

• Manage Missing Paperwork to ensure all required documents are received, accurate and uploaded

• Document additional project costs properly

• Maintain an accurate project activity status by determining when a project should be halted immediately after site survey

• Synthesizes complex project issues into clear resolution options for Sales Representatives

• Escalates complex issues or approvals to assigned Account Management Supervisor

• Track performance against daily, weekly and monthly KPI goals

• Calculates project expenses accurately

• Must be familiar with all financing products, equipment, pricing, utility and state requirements

• Review and modify sold scope of work data against Finance Company requirements

• Perform duties as assigned

QUALIFICATION REQUIREMENTS:

Education & Certifications:

• High School Graduate or GED

Experience:

• 1+ Year of Operations Experience preferred

• 1+ Year operating within a CRM or Project Management Software preferred

• 1+ Year of Accounting or Contract/Document review experience preferred

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

• A perpetual focus on operational excellence and ability to persevere in an occasionally high stress environment

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

• Follow written and verbal directions, policies, and procedures

• Ability to work with frequent interruptions

• Develop and maintain cooperative, effective working relationships with others

• Basic clerical and typing skills.

• Ability to multitask

• Computer literate and typing skills of at least 35 words per minute

• Excellent communication, customer service, attention to detail and problem-solving skills, including the ability to maintain composure under stress in a high-level environment

• 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

• High school diploma, GED, or equivalent

PHYSICAL DEMANDS AND ABILITIES

• Regularly spend long hours sitting and using office equipment and computers

• Regularly spend long hours answering phone calls and emails

• Regularly move from sitting to standing positions effortlessly

• Regularly spend long hours in intense concentration reviewing and entering information into a

• computer

• Regularly use hands and fingers to handle, control or feel objects

• Regularly see details of objects that are less than a few feet away

• Regularly speak clearly so listeners can understand

• Regularly understand the speech of another person

• Frequently work in on projects that require deadlines

• Frequently bend to file and maintain files

• Occasionally lift 5-10 pounds

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Overtime

Work Location: In person

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