Portland, Oregon, United States
Work with internal departmental teams to ensure program success, meeting and exceeding sales and program goals, delivering top quality service to clients (implementers and utilities) and end-users, and continuing to expand GridPoint offering to customers. Support all program activities and assist the utility program management team to define operational expectations and internal reporting requirements to achieve successful programs. Collaborate with GridPoint teams, including sales, install management, customer success, product, IT, engineering, and support to orchestrate successful program deliveries and implement best practices. Provide excellent customer service and program management to utility customers and users and ensure compliance with program and customer requirements. Work closely with utilities to understand current and future market needs and identify new business opportunities. Track progress on program deliverables and provide analytics as part of overall program fulfillment. Help guide customers with support issues to the right people and seek solutions to prevent issues in the future. Educate and collaborate with the customer and sales partners to identify the optimal energy program mix and curtailment strategies to fit the unique business conditions of the customer. Develop customized sales strategies and account plans.
Work with internal departmental teams to ensure program success, meeting and exceeding sales and program goals, delivering top quality service to clients (implementers and utilities) and end-users, and continuing to expand GridPoint offering to customers. Support all program activities and assist the utility program management team to define operational expectations and internal reporting requirements to achieve successful programs. Collaborate with GridPoint teams, including sales, install management, customer success, product, IT, engineering, and support to orchestrate successful program deliveries and implement best practices. Provide excellent customer service and program management to utility customers and users and ensure compliance with program and customer requirements. Work closely with utilities to understand current and future market needs and identify new business opportunities. Track progress on program deliverables and provide analytics as part of overall program fulfillment. Help guide customers with support issues to the right people and seek solutions to prevent issues in the future. Educate and collaborate with the customer and sales partners to identify the optimal energy program mix and curtailment strategies to fit the unique business conditions of the customer. Develop customized sales strategies and account plans.
Developed an increased awareness in and adoption of targeted energy-efficient technologies, strategic market development, customer satisfaction, as well as delivered on client goals related to outreach activity and energy savings. Adhered to designated program budgets and allocated resources. Oversaw Market Outreach teams by directly managing subcontractors. Provided appropriate level of training to new outreach staff and provided on-going feedback to outreach team regarding expectations and performance. Developed strategic direction and oversee outreach activities for trade ally outreach efforts. Developed annual trade ally outreach plans and budget, set goals, track goals related to outreach activities. Developed promotions and programs that will help further the reach of targeted measures in the market. Evaluated trade ally satisfaction, improvements and implement changes to expand outreach activities. Coordinated with external program stakeholders to identify potential program partners and develop relationships that benefit the program and represent clients at local and regional conferences and events. Supported proposal generation activities, client management, and deliverables. Collaborated on design and management of marketing, sales, and implementation materials.
Recruited, trained, educated, and developed relationships with Trade Allies to encourage participation in programs. Developed outreach tactics to assist in recruiting customers and trade allies and a comprehensive understanding of the business customer base. Integrated program offerings into customer operations to improve customer service and satisfaction. Conducted on-site training with trade ally and/or utility representatives for lighting technologies and lighting analysis software tools. Worked to serve as a liaison between customers and contractors to enhance program satisfaction. Researched the markets, accumulating data on businesses and identifying the key allies to be targeted on behalf of the programs. Defined and developed sales and communication plans working with trade allies, utilities, and team members to drive program results. Built a base of “registered” Trade Allies specific to the specified programs. Maintained accurate project tracking records to document commercial and industrial lighting projects that have been influenced and completed through utility programs. Identified improvement barriers and critical information to the Program Manager. Participated in company training, communications, and program planning efforts to drive successful results to meet client needs. Prepared weekly, monthly, and quarterly activity reports and track progress towards program goals.
Maintained strong ongoing communications with 200+ retail and grocery participants to assess their needs, managed their custom and standard applications, and received feedback on their experience within the Energy Trust of Oregon Program. Worked with the engineering team to understand technical specifications, engineering calculations, and cost estimates for energy efficiency projects. Prepared persuasive presentations that motivate customers, rebate administration companies, contractors, and manufacturers to implement energy efficiency projects. Worked cross-functionally with program teams to collaborate on program changes and new client requirements that have an impact on the customer experience. Understood market barriers to energy efficiency and worked with program team to overcome those barriers. Tracked and reported key metrics including customer conversations, meetings, and appointments. Researched sector-based market to identify strategic goals, key customer accounts, influential equipment measures, and innovative program resources in annual outreach plan. Led individual components on proposals.
Oversaw the development, execution, and evaluation of midstream program documents as well as activities and quality deliverables for Baltimore Gas & Electric and PHI Holdings' midstream programs. Recruited new lighting and HVAC companies to become participating midstream distributors consisting of 20+ companies. Encouraged new contractors and end-use customers to purchase discounted equipment contributing to 2,000+ monthly transactions. Developed relationships and partnerships with major distributors, suppliers, and manufacturers. Managed project schedules and budgets. Analyzed energy efficient technologies and market trends through presentations and written documents to expand midstream opportunities with existing clients. Aligned marketing, promotional, and merchandising activities for energy efficient products. Assisted management in development and execution of midstream and prescriptive lighting business development strategies.
Provided exceptional customer service, answered inquiries pertaining to programmatic and technical requirements, and oversaw application evaluation in a high-volume environment of 2500+ lighting and appliance applications yearly through Baltimore Gas & Electric and PHI Holdings’ commercial and industrial programs. Managed and grew Service Provider database of 200+ lighting and appliance companies to achieve targets and specific program needs. Created compelling training presentations, developed the training schedules, and handled the logistics of 14+ yearly onsite trainings and webinars. Researched market to identify strategic goals, key Service Providers, innovative equipment measures, and effective communication strategies in annual outreach plan. Analyzed data trends and feedback to recommend improvements for content and processes. Assisted in the development and management of program correspondence and web content offering input to the marketing team on creative initiatives. Met in-person and maintained positive relationships with clients at biweekly meetings.
Conducted 80+ energy audits of commercial and industrial buildings, inspected building envelopes, determined the energy consumption of each system, identified inefficiencies, and created comprehensive energy savings sales proposals. Incorporated utility incentives, tax benefits, and financing into proposals. Served as energy efficiency products expert to develop and present sales proposals and energy solutions, closing complex energy efficiency sales opportunities. Conducted joint sales calls with internal field sales team, serving as the area energy specialist during pre-sales and post-sales activities. Managed and developed action plans for 20+ contractors and ESCO’s participation in energy efficient programs. Created and conducted persuasive training presentations to drive contractor and internal staff participation in energy efficiency projects and Energy Department services. Assisted building owners, managers, and contractors in creating and achieving energy efficiency goals.
Yearly generated 100+ energy savings analyses and completed incentive applications across 12+ C&I utility programs. Determined buildings’ Energy Star scores and monitored buildings through Portfolio Manager. Composed Energy Department marketing material, wrote the weekly contractor newsletter, and worked tradeshow events. Assisted in maintaining ongoing relationships with building owners, property managers, and contractors and developing new energy opportunities. Provided first class customer service including needs assessments, quality standards for services, and evaluation of customer satisfaction. Answered customer questions about energy efficiency and lighting on Rexel's national online forum, The Grid. Responded to RFP’s and quotations daily.
Composed issue-based memos and briefings for the staff and clients based on meetings I attended of U.S. Congressional Subcommittees on environmental and other related issues. Proofread staff members’ documents before distributed throughout the company. Created and updated company databases using MS Office programs. Helped to provide administrative support by handling the mail, directing phone calls, and managing calendars and schedules. Maintained company records and filings both hardcopy and electronic.