Lead, Solar Account Management

Job Summary:

The position provides direct supervisory leadership, coaching, training and positive motivation to a team of Solar Account Managers.  The Lead is a sales centric role and like the Solar Account Managers, this position provides potential customers with expertise and education on residential solar products, helping homeowners become smart energy consumers.

Primary Responsibilities:

• Partners with Manager on new hire onboarding and manages day to day activities of assigned SAM/Sr. SAM team by providing coaching, training and expertise.

• Leads by example by fulfilling personal sales goals and expectations while driving overall team sales goals and expectations.

• Communicates regularly with Manager on team performance accomplishments, areas for improvement, associated action plans for improvement, and associated trends in either category that impact the business positively or negatively.

• Works with Manager on weekly team meeting facilitation.

• Conducts documented coaching/training sessions with team and communicates results to Manager.

• Audits Sales Calls and Sales Meetings to ensure quality, accuracy, and sales effectiveness standards are met.

• Manages team schedules, expenses, and time off requests.

• Works with Manager to conduct/complete expectation conversations, including performance management when needed.

• Ensure that all Solar Account Managers are delivering consistent sales messaging and brand representation.  This includes an accurate representation of products and ensuring an exceptional customer experience.

• Ensure personal and team adherence to company policies and practices.

• Collaborates with Manager to support Solar Account Managers recruitment activities. 

• Represents, as needed, company at public events such as home shows, auto shows, career fairs, etc.

• Other duties/responsibilities may be assigned.

Required Skills:

• Firm understanding of solar equipment and construction beyond solar leasing (e.g., inverters, modules, power optimizers, batteries/storage, racking, ground mounts, and other critical equipment related to constructing solar projects).

• Obtained any required solar industry standard certifications to prove aptitude and knowledge regarding the solar industry (e.g., NABCEP/SEI).

• Strong technical systems knowledge for CRMs and ability to manage multiple platforms weekly/daily.

• Sound understanding of Choice 360 system and IGS Energy Resi Commodity/HW Products.

• Basic knowledge of residential solar purchase options, including but not limited loan requirements, loan approvals, and ITC/IRA/SREC impacts to solar ownership.

• Regularly updates data points in CRM systems to reflect project status and progress, and audits team data as well.

• Maintains a good day-to-day calling pace to ensure an appropriate number of appointments are set weekly.

• Responds to any customer inquiries, including requests for quotes, typically within 24 hours or the next business day.

• Provides accurate solar quotes with minimal to no errors.

• Manages multiple pricing options with varying equipment configurations.

• Proper document management for all products via shared drive or SolarPath.

• Proficiently manages solar projects from the first point of contact to project completion.

• Efficiently articulates to Leadership any technical/project issues that may arise related to day-to-day responsibilities and/or solar projects.

• Ability to assist Leadership with training, as needed, for new hire onboarding.

• Proven track record of meeting and exceeding sales goals.

• Customer focused, results oriented.

• Strong time management skills; act with a sense of urgency.

Minimum Education, Experience and Requirements:

• Bachelor’s degree in Business, Marketing, Sales, or related field is preferred.

• 1-2 years of customer-facing and/or leadership experience.

• Must be available to work evenings and weekends. 

• Must be available to travel as business needs require.

• Valid driver’s license with a good driving record, a reliable form of personal transportation, auto insurance coverage that satisfies the minimum requirement for the state.

Work Authorization: Applicants must be authorized to work in the US on a full-time basis. Unfortunately, a current or future need for sponsorship is not supported or available for this position.

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