Eagle Point Solar, LLC Hiring for Sales Documentation Specialist Job at Dubuque, IA Full Time

Sales Documentation Specialist

Under the direction of the Marketing Director, the Sales Documentation Specialist will be responsible for Utility Documentation and Sales Contract and Client Project On-Boarding

Duties & Responsibilities

UTILITY DOCUMENTATION:

• Accept task from design/engineering department
• Complete ALL necessary utility documentation (i.e. interconnection (application and/or agreement), certificate of completion (COC), net metering form, certified installer form etc.) working with project analyst (operations department) and/or field engineering specialist for technical data requirements (as needed)
• Set task in CRM to solar energy consultant to review contract/interconnection documents.
• Prepare and submit DocuSign contracts to client(s)/Solar Energy Consultant for signature.

SALES CONTRACT AND CLIENT PROJECT ON-BOARDING:

• Receive signed contract documents from sales personnel/DocuSign (via print or digital)
• Serve as check point to identify any missing contract documents needed prior to moving project to operations team. Notify sales personnel of missing contract documents by setting proper task in CRM and work between sales department and operations department to move signed projects forward.
• Maintain/update ongoing master spreadsheet of all signed contracts with necessary boarding information (i.e. client name, array size, cost, profit margin, sales and design personnel).
• Update sales board once ALL contract documentation is received (Daily). Notify appropriate department personnel of new boarded projects via email.
• Update client folder location in SharePoint from “Prospect” to “Customer” and update URL link in CRM record.
• Add client name/phone to Zingle texting app dashboard for operations/construction team.
• Add client and project information to accounting system
• Set task in CRM for Field Engineering Specialist to complete/finalize project construction document(s).
• Pull weekly and monthly CRM marketing and sales reports. Serve as backup CRM administrator.
• Manage and lead the Solar Benefit Program
• Perform other duties as assigned.

Knowledge, Skills and Abilities

• Highly organized
• Ability to manage multiple projects/multitask in fast-paced environment
• Moderate understanding of Excel for spreadsheet development and managing multiple calling programs
• Strong back-office and internal collaboration experience across departments
• Advanced oral/verbal communication skills
• Experience using CRM software to update prospect/lead/client records
• Basic data entry
• Process-driven
• Ability to interpret technical specs
• Moderate typing skills of 35-45 words per minute.

Education and Experience

• AA or advanced degree
• Three to five years of experience in an administrative role.

Work Hours and Location

• This position is a full time 40 hours a week position located in the office at Eagle Point Solar in Dubuque, IA.
• Monday through Friday – 8:00 am – 5:00 pm

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Retirement Plan
• Paid time off

Please complete an application at https://eaglepointsolar.com/careers/

Job Type: Full-time

Pay: $17.00 – $19.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Associate (Preferred)

Work Location: One location