Document Specialist

Insight Global; San Ramon (CA); On-site; USD 28,981 - 41,276; Full time

Job summary

A leading workforce solutions provider in California is seeking an Administrative professional for a contract role focused on renewable energy solutions. The position entails processing customer applications, ensuring documentation accuracy, and responding to inquiries. Candidates should possess a relevant degree and strong communication and analytical abilities. Technical proficiency with management systems like SAP and Salesforce is essential for success in this role, which involves support for solar and energy storage projects.

Qualifications

• 6 months to 5 years of administrative or data entry experience.
• Strong attention to detail and excellent communication.
• Technical proficiency with management software.

Responsibilities

• Process customer applications and verify accuracy.
• Respond to customer inquiries regarding defects and project status.
• Coordinate onsite inspections related to metering.

Skills

Attention to detail

Excellent communication skills

Analytical skills

Problem-solving skills

Technical proficiency with management systems

Education

Associate's or Bachelor's degree in IT, Environmental Science, Business Management, or similar

Tools

SAP

Oracle

Salesforce

SmartSheets

Job description

Schedule: Monday-Friday, 8-hour shifts between 6:00 AM - 5:00 PM

Type: Full-time (40 hours/week)

Contract Duration: 1 year with potential extensions

Openings: 9

Pay Rate: $25.50/hour

Required Qualifications

• 6 months to 5 years of administrative, document processing, or data entry/clerical experience
• Associate's or Bachelor's degree in IT, Environmental Science/Studies, Renewables, Business Management, Engineering, or similar field
• Strong attention to detail
• Excellent written and verbal communication skills
• Analytical and problem-solving abilities
• Technical proficiency with management systems or software (SAP, Oracle, Salesforce, SmartSheets, customer ERP, etc.)

Preferred Qualifications

• Experience in utilities, telecom, solar, or renewables industries

Position Overview

Our client partners with homeowners who are adopting renewable energy solutions (solar, electric vehicles, energy storage systems) to facilitate the storage of customer-generated energy to the electric grid. Our team processes applications for home and small business owners, which includes reviewing applications, building permits, and equipment documentation; ensuring accuracy; identifying issues; submitting defect reports; and forwarding accurate applications to engineering review.

Core Responsibilities

Application Review

• Process customer applications, including review of documentation and verification of accuracy
• Send invoices to customers
• Submit defect reports or forward applications to engineering review as appropriate
• Respond to customer inquiries regarding defects, project status, and delay notices
• Analyze project issues and implement solutions to advance projects
• Develop documentation such as job aids and process flow charts
• Collaborate with Distribution Planning to assess solar installation impacts on the client's network
• Follow up with installers based on feedback from Distribution Engineers
• Use mapping and reporting tools to evaluate transformer capacity for supporting solar installations
• Respond to customer inquiries regarding project status and issues

Meter/Variance Review

• Work with Metering Engineers and follow up with installers based on engineer feedback
• Review solar installation plans and verify interconnection methods shown in technical diagrams
• Respond to customer inquiries regarding project status and issues

Field Metering Review

• Coordinate onsite inspections and meter-related work between installers and internal contacts
• Submit field verification requests
• Communicate with internal partners about inspection findings to update SAP customer records
• Provide follow-up information to installers as needed
• Respond to customer inquiries regarding project status and issues

Seniority level

Associate

Employment type

Contract

Job function

Administrative

Industries

Utilities and Utilities Administration