Contract Approval Specialist
To see similar active jobs please follow this link: Remote Consulting jobs
Join the Solar For All Revolution!
At PosiGen, we are passionate about providing money saving solar energy and energy efficiency solutions for people of all income levels. We are seeking an equally passionate Contract Approval Specialist to help further our mission through excellent attention to detail, customer service, and a team-focused approach.
Essential Job Functions
Confirm completion and upload of all documents by the sales team to comply with Document Control regulations.
Conduct outbound customer calls to perform a ‘Welcome Call.’
Receive inbound calls from the sales team, and perform a live review of submitted deals.
Schedule site survey appointments using the job scheduler, ensuring contractor and technician availability.
Collaborate with sales professionals to facilitate contract progress and coordinate calls as necessary.
Efficiently review a high volume of sales appointment packets.
Collaborate to meet deadlines for updated documents and regulations.
Research ownership and property address issues with Parish/County government offices.
Verify receipt of proper loan approvals for sold systems.
Collect original documents from the sales team for Document Control auditing.
Review Salesforce reports to monitor upcoming sales appointments and document status.
Engage with internal departments, including management, office, and field personnel, on a daily basis.
Follow up on aging customer statuses in Salesforce and provide regular status reports.
Perform general office management and administrative tasks, including filing, faxing, scanning, and organizing sales documents and marketing materials.
Education/Experience
High School Diploma
Excellent Communication Skills.
Minimum of 1-2 years of experience in a Customer Service role required.
Knowledge of solar power energy field preferred.
Experience with Five9 or similar telecommunications suite, a plus.
Excellent written and verbal communication skills are required.
Excellent Customer Service experience and skills are required.
Experience with Salesforce CRM software a plus.
Bilingual a plus.
Experience with DrawLoop and Docusign software a plus.
Proficient use of Google Suite (Email, Meet, Chat, Drive) as well as other database programs.
About PosiGen
PosiGen is a people-centric, rapidly growing residential solar company committed to making Solar For ALL a reality. We aim to simplify solar, improve home efficiency, and generate opportunities for the underserved through our first of its kind, no credit check, guaranteed savings solar leasing program.
As employees at PosiGen, we are passionate about furthering our mission of Solar For ALL. At PosiGen, we celebrate the individual and foster an environment where employees can be their true self. We strive to live every day by our values:
Act with Integrity
Be Humble, Be Kind
Collaborate and Seek to Understand
Deliver on our Promises
Engage Passionately
PosiGen is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other factor protected by applicable federal, state or local laws. Individuals who require reasonable accommodations under the Americans with Disabilities Act in order to participate in the search process should notify the Office of Human Resources.
About the job
Contract Approval Specialist
To see similar active jobs please follow this link: Remote Consulting jobs
Join the Solar For All Revolution!
At PosiGen, we are passionate about providing money saving solar energy and energy efficiency solutions for people of all income levels. We are seeking an equally passionate Contract Approval Specialist to help further our mission through excellent attention to detail, customer service, and a team-focused approach.
Essential Job Functions
Confirm completion and upload of all documents by the sales team to comply with Document Control regulations.
Conduct outbound customer calls to perform a ‘Welcome Call.’
Receive inbound calls from the sales team, and perform a live review of submitted deals.
Schedule site survey appointments using the job scheduler, ensuring contractor and technician availability.
Collaborate with sales professionals to facilitate contract progress and coordinate calls as necessary.
Efficiently review a high volume of sales appointment packets.
Collaborate to meet deadlines for updated documents and regulations.
Research ownership and property address issues with Parish/County government offices.
Verify receipt of proper loan approvals for sold systems.
Collect original documents from the sales team for Document Control auditing.
Review Salesforce reports to monitor upcoming sales appointments and document status.
Engage with internal departments, including management, office, and field personnel, on a daily basis.
Follow up on aging customer statuses in Salesforce and provide regular status reports.
Perform general office management and administrative tasks, including filing, faxing, scanning, and organizing sales documents and marketing materials.
Education/Experience
High School Diploma
Excellent Communication Skills.
Minimum of 1-2 years of experience in a Customer Service role required.
Knowledge of solar power energy field preferred.
Experience with Five9 or similar telecommunications suite, a plus.
Excellent written and verbal communication skills are required.
Excellent Customer Service experience and skills are required.
Experience with Salesforce CRM software a plus.
Bilingual a plus.
Experience with DrawLoop and Docusign software a plus.
Proficient use of Google Suite (Email, Meet, Chat, Drive) as well as other database programs.
About PosiGen
PosiGen is a people-centric, rapidly growing residential solar company committed to making Solar For ALL a reality. We aim to simplify solar, improve home efficiency, and generate opportunities for the underserved through our first of its kind, no credit check, guaranteed savings solar leasing program.
As employees at PosiGen, we are passionate about furthering our mission of Solar For ALL. At PosiGen, we celebrate the individual and foster an environment where employees can be their true self. We strive to live every day by our values:
Act with Integrity
Be Humble, Be Kind
Collaborate and Seek to Understand
Deliver on our Promises
Engage Passionately
PosiGen is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other factor protected by applicable federal, state or local laws. Individuals who require reasonable accommodations under the Americans with Disabilities Act in order to participate in the search process should notify the Office of Human Resources.