Summary
Overview
Work History
Education
Skills
Timeline
Generic

Breann Pena

McKinney,TX

Summary

Passionate Sales Operations Manager, seeking position where I can fully utilize my 10+ years of solar industry expertise and proven track record of company development to help grow and streamline operations. With experience at many of the largest and most well known solar companies such as Sunrun, Sunpower, and Verengo Solar, I fully understand the best practices and SOP's that drive the renewables industry.

Overview

15
15
years of professional experience

Work History

New Homes Operations Manager

Swell Energy
11.2022 - Current
  • Coordinated with Account Manager to ensure all builder documents needed to kick off new community were collected and reviewed.
  • Coordinated permit process with Swell's permitting team to define a specific permit process plan
  • Coordinated with Sales team the need to create a new project record if one is not already created
  • Responsible for assigning an installation partner to the community prior to community kick off by analyzing project details to determine best fit for both installation partner and builder.
  • Coordinated with installation partner and builder roofer/electrician to define scopes of work
  • Collected lot specific information from builder and/or builder portals and record data in Swell's CRM/tracking systems
  • Ensured lot level design and permits were issued and delivered to the job site prior any work commencing
  • Emailed project related documents to builder, installation partner, builder subcontractors as requested
  • Worked closely with Swell's installation partners and builder superintendent to ensure installation partner is onsite as needed
  • Coordinated with installation partner to create and maintain build schedule to avoid delays within the construction build cycle and builders production schedule
  • Worked closely with Swell's Procurement team to ensure material is delivered to installation partners in a timely manner as to not delay construction
  • Responsible for ensuring that all lot level/project related documents are uploaded to Swell's CRM
  • Responsible for entering serial numbers for major components into Swell's CRM
  • Presented weekly forecast to department director and peers
  • Supported interconnection team as needed to ensure PTOs are not delayed
  • Supported rebate team as needed if additional information/documentation was needed to secure a homeowner's rebate
  • Supported Project Coordinators and other team members by answering questions raised by homeowners
  • Participated in the new builder trainings to educate key builder stakeholders on the process and procedures as needed
  • Assisted with the development of standard operating procedures (SOP) for the New Homes Department and related tasks and initiatives

Senior Sales Operations Project Manager

Sunrun Solar-Remote
03.2021 - 11.2022
  • Develop SOP's to highlight best practices and ensure smooth operation of teams
  • Develop internal trackers for reporting purposes
  • Manage new bid requests and generate proposals
  • Set proper expectations so that projects are successful and profitable
  • Review architectural plans for each new project and route engineering requests through the design team
  • Prioritize new requests based on project timing and urgency
  • Track outstanding design requests, monitor execution and review deliverables for quality check and feedback
  • Track material and products specified in proposals and manage data entry/tracking for metrics reporting to Executives
  • Drive projects forward and ensure timely delivery back to the builders
  • Update the forecast and pipeline management file with new opportunities and upcoming work
  • Flag teams downstream and provide management with visibility on outstanding proposals
  • Manage contract execution - Work with Sunrun Sales, the builder and Sunrun legal teams to align on terms and process the document through the Sunrun contract portal
  • Monitor Sales Operations pipeline and track all outstanding proposals
  • Identify and immediately tackle issues preventing proper and timely execution
  • Main point of contact for Sunrun Sales and Builders front-end reps

Senior Operations Associate

Swell Energy-Remote
01.2020 - 03.2021
  • Develop and enforce SLA's
  • CRM task completion and management (Ex
  • Wave, Salesforce, Asana)
  • Digital Platforms and Document Management (i.e., Scoop, digital Home Assessments, Job Checkout)
  • Ensure home assessment, installation dates (start and confirmed) for projects are up to date and placed in CRM by installers routinely or updated on installers behalf
  • Weekly calls with partners to go over projects Monitoring available reports to review the status of projects by partner (pipeline management)
  • Create actions plans, SOPs, templates for installers and internal stakeholders
  • Work with technicians to ensure all pre and post installation documents are uploaded and completed in a timely manner (as per installer agreements and arrangement with Swell managers)
  • Follow-up on any past due project related tasks and send stakeholders reminders (i.e
  • Keep Wave tasks up to date); initiate recommendations to bring partners back into compliance, alert installer and Swell supervisors when partners fail to respond or meet obligations and/or expectations
  • Identify key trackable metrics and create appropriate reports to drive and handle growth
  • Use reports to spot and catalog threats and opportunities, help develop strategic plans to address deficiencies and promote opportunities (things that are working well)
  • Build out longer term automation plans and assess ongoing effectiveness

Builder Operations Manager

Sunpower Corporation-Anaheim, CA
02.2018 - 01.2020
  • Developed and enforced systems, policies, and procedures
  • Successfully managed multiple New homes solar installs per quarter from trench date to final inspection
  • Main contact for installation issues
  • Responsible for obtaining and verifying final installation job cards
  • Liaison between sales and operations department to ensure smooth process from start to finish of each installation
  • Main contact with home builders to resolve issues
  • Responsible for obtaining design files (Architecture and civil plans) and requesting solar plans from design team
  • Main contact for installation partners assigned to pipeline
  • Ensure timely and correct payments are made to install partners
  • Helping to obtain revised Purchase orders to install partners when incorrect or provide missing purchase orders

New Homes Project Administrator

Sunpower Corporation
08.2016 - 02.2018
  • Coordinate project startup with account manager and Builder to insure proper information has been collected
  • Collect any missing information or files from builder if needed
  • Sent Design requests to Design team in Philippines and ensure timely delivery to Account manager, project manager, and builder
  • Responsible for obtaining Purchase orders from builder in order to continue with PV installation
  • Help facilitate information or files needed for Rebate claim and interconnection through utility company
  • Collect missing final building permits from Builder in order to receive final payment
  • Serves as internal point person for issues and communications with projects
  • Troubleshoot incorrect design outcome and forward to account manager and project manager for final input

Operations Associate

Verengo Solar-Anaheim, CA
07.2012 - 08.2016
  • Submitted second milestone step for finance partner, Clean power finance, which included quality check of plan sets, shade studies, and permits
  • Responsible for reviewing all jobs that are ready to be submitted and communicating any errors and revisions needed to receive approval from finance partner
  • Reporting any delay in services or installations to superintendent and following up with proper entities to complete jobs in a timely manner
  • Gathered all time sheets from field crew and delivered to payroll in a timely manner
  • Followed up when time sheets were missing Provided support to field crew and superintendent Assisted with Payroll support and questions directed from the field crews
  • Occasionally asked to interact with customers over the phone when supervisor was unable to call
  • Responsible for submitting several interconnection applications per day to utility companies in order to receive permission to operate
  • Corrected interconnection applications if needed and managed report Received some training in submitting rebate applications to Southern California Edison

Administrative Assistant

Electrize Inc
12.2011 - 06.2012
  • Created and sent out invoices in QuickBooks to companies with completed work
  • Updated any new information in the accounts
  • Received and matched up all invoices that have been paid
  • Prepared all job packs for next day's work
  • Kept track of finances for owner of the company
  • Assisted with small projects whenever needed

Administrative Assistant

Verengo Solar Plus
09.2009 - 08.2011
  • Coordinated the implementation of putting together multiple job installation packs on a daily basis
  • Managed the scheduling of various electrical utility companies out to residences needing new electrical service upgrades totaling $40,000+ each month Provided outstanding customer service skills in helping understand the process of a typical solar installation
  • Help developed a standardize training program in understanding various processes within the production minimizing cost and increasing productivity
  • Contacted and scheduled electrical sub-contractors to residences to perform electrical service upgrades
  • Collected and processed invoices from electrical sub-contractors and relaying the information to the accounting department
  • Informed customers of scheduling conflicts and/or rescheduled site assessment appointments when needed
  • Able to answer any customer queries or solve any problems that may occur
  • Answered phones and directed customers to the correct person(s)

Education

High School Diploma -

Valencia High School
Placentia, CA
05.2009

Skills

  • SalesForce
  • Zendesk
  • MS Office
  • E-Builder
  • Adobe Acrobat
  • Buzzsaw
  • CRM Software
  • Reporting
  • Contracts
  • Renewable energy
  • Inspections
  • Project organization
  • Team development
  • Supporting projects
  • Project tracking
  • Document Management
  • Problem-Solving
  • Operations Management
  • Project Management
  • Interpersonal Communication

Timeline

New Homes Operations Manager

Swell Energy
11.2022 - Current

Senior Sales Operations Project Manager

Sunrun Solar-Remote
03.2021 - 11.2022

Senior Operations Associate

Swell Energy-Remote
01.2020 - 03.2021

Builder Operations Manager

Sunpower Corporation-Anaheim, CA
02.2018 - 01.2020

New Homes Project Administrator

Sunpower Corporation
08.2016 - 02.2018

Operations Associate

Verengo Solar-Anaheim, CA
07.2012 - 08.2016

Administrative Assistant

Electrize Inc
12.2011 - 06.2012

Administrative Assistant

Verengo Solar Plus
09.2009 - 08.2011

High School Diploma -

Valencia High School

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Breann Pena