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Associate, Sales Operations

Pivot Energy
United Statesfull_timeVerifiedPosted 25 Jul 2024

About the role

ROLE OVERVIEW
Pivot Energy is seeking a highly energized sales operations associate to support the subscription origination team and goals by optimizing processes at scale. The sales operations associate will collaborate across departments, including operations, structured finance, sales, and product, to ensure contract consistency, quality, and standardization. 
The ideal candidate will be organized, collaborative, and able to meet competing deadlines – ensuring that all stakeholders operate with clear and accurate information and that portfolio milestones are achieved on time and accurately. Additionally, this candidate will be able to gather and apply a range of market, policy, regulatory, technical, and financial information. 

PRIMARY RESPONSIBILITIES

  • Allocation of subscribers to community solar gardens, ensuring optimal utilization of available capacity while maximizing customer satisfaction and revenue streams
  • Collect customer information to support the underwriting and processing of community solar subscriptions in alignment with project, program, and portfolio objectives
  • Process sales documents and customer data in a timely manner to aid in successful customer onboarding
  • Maintain accurate customer data records using cloud-based tools, identifying opportunities to enhance processes or tools when relevant
  • Identify and act on any contract discrepancies in partnership with the subscription sales team
  • Perform QA/QC reviews of sales documents for financial underwriting, including contracts, financial information, sales data, and more depending on the product
  • Monitor and report on sales progress, communicating with key sales and operations team members to support forecasting and operational demand planning
  • Follow established policies and best practices on required customer documentation by program and financier requirements
  • From time to time, research state and market requirements to ensure these policies stay relevant and up-to-date

REQUIRED COMPETENCIES

  • Knowledge of solar, preferably community solar, and structured finance of distributed energy
  • Experience working with contracts and ability to navigate legal constructs and identify risks within contracts
  • Experience working in Smartsheets, Salesforce, or similar Project Management tools
  • Intermediate proficiency in Excel tools, including data analysis and reporting with large data sets
  • Detail- and process-oriented, with a passion for accuracy and on-time execution

PREFERRED COMPETENCIES

  • 1+ year of sales support and analysis experience
  • 1-2+ years working in community solar or commercial solar preferred, or project management experience with business models involving multiple complex projects running simultaneously
ABOUT PIVOT
Pivot Energy is a national renewable energy provider that develops, finances, builds, owns, and manages solar and energy storage projects that help decarbonize our nation’s electricity, increase equitable access to clean energy for local communities, and provide real cost-savings to American businesses andfamilies. We are fiercely dedicated to accelerating the rapid transition taking place in the energy industry to a more decentralized and cleaner approach to power generation. We are committed to positively contributing to the local communities and people we serve with more than clean energy. We believe global warming poses an existential threat to our planet and that we have a responsibility to help mitigate the threat. Our portfolio includes projects that reduce energy burden for income-limited families, create workforce pathways for under-represented groups within the solar industry, and include robust community investment opportunities. As a Certified B Corporation and one of Denver’s “Best Places to Work”, we believe that company success is driven by a healthy environment, thriving society, and workplace where all individuals are respected. We evaluate every internal decision on environmental, social, and governance (ESG) factors to determine if our actions will result in a net positive impact on the community, our employees, customers, shareholders, and the environment. Learn more in our annual ESG Report. At Pivot, our core values guide our work internally and externally:·       Impact – We hold ourselves accountable to h

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Pivot Energy

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