Portfolio Operations Associate

About OmnidianOmnidian is building a more sustainable future for the planet. We assure that IoT-enabled distributed energy assets perform at their best through our passionate teams, our innovative technology, and by creating an amazing customer experience. We're a well-funded, growth-stage, B Corps certified company offering the potential for enormous impact, both on our products and on the world.
We are headquartered in Seattle, but are open to remote location depending on role and if a candidate resides in a state we currently employ in.
The JobThe mission of the Portfolio Operations team is to provide operations support for Omnidian’s clients and their portfolios of residential solar assets. Portfolio Operations team members will advocate for their client’s interests internally and ensure Omnidian delivers an unmatched client experience.
For this next round of hiring, we will be prioritizing Associate-level candidates. As an Associate, you will be managing a subset of cases for one or more of our clients. As you grow, you will be set up to become a Portfolio Operations Specialist and take on direct ownership of a client relationship

What you'll do

• At Omnidian we believe in trust and autonomy. How you create an impact is ultimately up to you. Here is an outline of some of the things you’ll be doing:
Portfolio Operations Management & Reporting (70%)
• 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

Supporting Client Relations (30%)
• 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

Who you are

• High priority
• Highly responsive and organized
• Keen attention to detail and accuracy
• Takes ownership of resolving issues to completion


• Additional
• Committed to supporting a positive client experience
• Adept with ambiguity (though you will be supported by an experienced and smart team)
• Written and verbal communication is clear, concise and articulate
• You take detailed and efficient notes, and double-chec for errors : )
• You proactively identify process improvement opportunities with a bias for action
• You are interested in understanding the needs of the client along with the financial and operational impacts to the organization

Experience for Associate role

• High Priority
• 6+ months of solar experience, training, or courses OR 2+ years of project management experience
• High comfort and enjoyment in Excel, including sorting and filtering
• Track record of identifying opportunities to improve processes


• Preferred but not required
• Some project management, client support, or customer service experience
• Some basic quality assurance experience

Experience for Specialist role

• High Priority
• 2+ years of solar experience, training, or courses
• High comfort and enjoyment in Excel, including pivot tables and data clean up
• Track record of improving processes


• Preferred but not required
• Some project or client management experience, especially in building or growing client relationships
• Some familiarity with data analytics, financial analysis, and/or CRM tools

Work-life and Culture

• All of our roles offer the opportunity to work remotely
• If you are in the Seattle, WA area, we offer a vibrant and creative co-working space in the heart of downtown Seattle
• We prioritize applicants near one of our employee clusters and offer one or more local gatherings per year
• We provide outstanding benefits that we are continually improving upon, including family medical, dental, vision, disability, parental leave, 401(k) administration, thoughtful PTO, and paid sabbatical leave after four years
• We offer a competitive total compensation package that includes monthly health insurance premiums, quarterly bonus and long-term stock options for every employee
• We love to lift each