PosiGen is a people-centric, rapidly growing residential solar company committed to making Solar For ALL a reality. We aim to simplify solar, improve home efficiency, and generate opportunities for the underserved through our first of its kind, no credit check, guaranteed savings solar leasing program. As employees at PosiGen, we are passionate about furthering our mission of Solar For ALL. At PosiGen, we celebrate the individual and foster an environment where employees can be their true self. We strive to live every day by our values: Act with Integrity Be Humble, Be Kind Collaborate and Seek to Understand Deliver on our Promises Engage Passionately
About the Role
We are seeking an equally passionate Contract Approval Specialist to help further our mission through excellent attention to detail, customer service, and a team-focused approach.
Responsibilities
Supports the Sales team in the capacity of an administrative professional
Places outbound calls to customers to review all information and upcoming steps in the pre-board process
Scheduling of site survey appointments in the job scheduler and check for availability of contractors or local survey technicians
Communication with sales professionals to assure the contracts are moving forward and work together to schedule calls if needed
High volume of packet preparation for sales appointments in a timely manner
Making sure that the sales packet has all of the correct/updated information components
Work with Document Control on deadlines for updated documents/regulations
Research ownership/property address issues with various Parish/County government offices
Confirming that the proper loan approvals are received with sold systems
Verifying that all documents are completed/uploaded by sales team in order to comply with Document Control regulations
Making sure that all original documents are collected from the sales team for Document Control auditing purposes
Review Salesforce reports for upcoming sales appointments and status of signed documents
Adjusting sales packet based on sales representative needs or feasibility results from operations
Interact with Management, office, and field personnel of several internal departments on a daily basis
Follow up on aging customer statuses in Salesforce. Includes reporting status regularly
General office management and administrative duties (filing, faxing, scanning, and organization of sales documents and marketing materials)
Requirements
Excellent Communication Skills
Bilingual in Spanish (Preferred)
Knowledge of solar power energy field (Preferred)
Experience with Salesforce CRM software a plus
Experience with DrawLoop and DocuSign software a plus
Proficient use of Google Suite (Email, Meet, Chat, Drive)