Account Coordinator I – Freedom Forever – Temecula, CA

Position Summary

The Account Coordinator I is a vital part of the solar project life cycle, ensuring a positive experience for both customer and sales. This position is responsible for maintaining an accurate sold Scope of Work (SOW) for all projects. The Account Coordinator I will handle the initial scrub of every project within their assigned region, working with sales and homeowners to obtain additional documentation as needed. The Account Coordinator I will work closely with their assigned team to assist in the movement of projects through their regional pipeline.


Job Duties/Responsibilities

  • Examine contracts and finance information to ensure accuracy
  • Display a basic understanding of solar
  • Document additional project costs properly within CRM
  • Accurately scrub data from new deals submitted by the sales team
  • Manage multiple queues at once and prioritize based on greatest need
  • Track performance against daily, weekly and monthly KPI goals
  • Review and modify the sold scope of work data against Finance Company requirements
  • Manage Missing Paperwork App to ensure all required documents are received and uploaded
  • Act as a point of contact with Sales on their projects
  • Create/send Riders to revise typographical errors on contracts
  • Prepare solutions for jobs that need additional work to move past New Deal
  • Proactively communicate pertinent project updates with Branch and HQ operations
  • Other duties as assigned


Qualification Requirements

  • High organizational skills and ability to manage a number of projects at the same time
  • Hands-on experience with MS Office (MS Excel in particular)Ability to grasp basic solar knowledge
  • Excellent organizational and multitasking skills
  • A team player with a high level of dedication
  • Demonstrates a sense of urgency and ability to meet deadlines
  • Ability to prioritize own workload
  • Strong communication skills
  • Must be detail-oriented

INDSJ1

Freedom Forever is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: veteran status, uniformed service member status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics) or any other consideration protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including supervisors and co-workers.

Source: Indeed.com
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