- Developed and implemented outreach strategies to increase community engagement and awareness.
- Collaborated with local organizations to establish partnerships and enhance resource sharing.
- Conducted needs assessments to identify gaps in services and inform outreach initiatives.
- Promote the energy efficiency program to customers, trade allies, and program stakeholders within the designated territory.
- Comprehend and implement the company's Sales Process, which includes, but is not limited to:
- Making outbound calls to existing customers to achieve the assigned energy-saving targets.
- Initiating business development efforts with new customers through business-to-business outreach.
- Manage field time effectively during interactions with customers, trade allies, and program stakeholders to ensure optimal efficiency and effectiveness.
- Develop and deliver presentations designed to enhance awareness of the program.
- Address customer inquiries and concerns through telephone, email, or in-person communication to facilitate the completion of projects.
- Collaborate with customers to provide practical solutions that support their business operations.
- Document on-site opportunities and furnish written summary reports regarding energy efficiency to customers and the Program Manager, including any necessary follow-up.
- Discuss the technical specifications of energy-consuming equipment, such as lighting systems, heating, ventilation, and air conditioning (HVAC) systems, hot water systems, as well as building and pipe insulation, and air sealing techniques.
- Enter data into spreadsheets and databases to evaluate energy savings and manage ongoing projects, which may involve collaboration with Energy Engineers as required.
- Maintain a professional appearance and conduct befitting a representative of our organization and the utility.
- Establish rapport with customers by initiating discussions regarding energy usage within their facilities, both on-site and through virtual platforms.
- Collaborate effectively within a team environment and actively contribute to the ongoing improvement of operational processes on an annual basis.
- Assist the Program Manager in training new team members.
- Lead presentations that promote energy efficiency programs to targeted audiences.
- Assist customers in navigating the rebate application process.
- Perform all other duties as assigned.
- Interviewed, screened, enrolled, and sourced 60 to 80 new clients a day.