William Smith

• Guided new homeowners through the residential solar onboarding process from consultation through installation and system activation coordination, serving as their primary point of contact throughout the project.
• Educated homeowners on residential solar systems, monitoring platforms, expected energy production, warranties, billing questions, and ongoing customer support after installation.
• Used HubSpot CRM to manage customer accounts, document customer interactions, track onboarding progress, and maintain accurate customer records.
• Coordinated with installation, permitting, and operations teams to support timely installation and system activation coordination while helping minimize project delays.
• Responded promptly to homeowner inquiries through phone, email, and text while delivering a professional, customer-first experience.
• Maintained detailed documentation and accurate data entry throughout every stage of the customer onboarding process.
• Explained technical solar concepts in simple, easy-to-understand language to help homeowners confidently understand their systems.
• Proactively resolved customer concerns, provided regular project updates, and built long-term customer trust through clear communication and follow-through.
• Managed multiple customer accounts simultaneously while meeting documentation, response time, and quality expectations.

• Guided new homeowners through the residential solar onboarding process from consultation through installation and system activation coordination, serving as their primary point of contact throughout the project.
• Educated homeowners on residential solar systems, monitoring platforms, expected energy production, warranties, billing questions, and ongoing customer support after installation.
• Used HubSpot CRM to manage customer accounts, document customer interactions, track onboarding progress, and maintain accurate customer records.
• Coordinated with installation, permitting, and operations teams to support timely installation and system activation coordination while helping minimize project delays.
• Responded promptly to homeowner inquiries through phone, email, and text while delivering a professional, customer-first experience.
• Maintained detailed documentation and accurate data entry throughout every stage of the customer onboarding process.
• Explained technical solar concepts in simple, easy-to-understand language to help homeowners confidently understand their systems.
• Proactively resolved customer concerns, provided regular project updates, and built long-term customer trust through clear communication and follow-through.
• Managed multiple customer accounts simultaneously while meeting documentation, response time, and quality expectations.