Multi-Family - Outreach Specialist II

Franklin Energy / AM Conservation; Portland (OR); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Retirement benefits

Paid time off

Job summary

Franklin Energy is seeking an Outreach Specialist to develop, coordinate, support, implement, and manage outreach for multiple programs. You will engage contractors, builders, verifiers, and Trade Allies, driving awareness and participation across initiatives.

Responsibilities include leading outreach for assigned programs, conducting startup calls, creating action plans, and tracking progress toward goals.

Qualifications

• This role requires a Bachelor's degree or equivalent work experience.
• 3+ years in electric or natural gas utility industry, sales, lighting, or conservation.
• Existing contractor network is preferred.
• Previous customer service experience required.

Responsibilities

• Promote energy efficiency program to customers and trade allies.
• Lead and coordinate program outreach for assigned programs.
• Facilitate startup calls with clients and internal teams.
• Create and execute outreach action plans and set processes.
• Apply Franklin Energy sales process and outbound outreach.
• Develop and present program presentations to spur activity.
• Respond to inquiries to move projects toward completion.
• Build and maintain relationships with contractors and customers.

Skills

Results oriented

Team player

Customer service

Strong communication

Detail oriented

Time management

Data analysis

Problem solving

Diversity & inclusion

Reliable transportation

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office

Word

Excel

Outlook

Job description

Position Summary

This position is responsible for developing, coordinating, supporting, implementing, and managing outreach functions and performance for both new program start-up and legacy programs to contractors, builders, verifiers, HVAC and lighting specialists, and other Trade Allies within program areas. This position also coordinates with internal and external programs stakeholders on processes and procedures to achieve outreach results.

Essential Duties and Responsibilities

This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

• Promote the energy efficiency program to customers and trade allies
• Lead and coordinate the program outreach for programs assigned.
• Lead and facilitate calls for program startups with clients and internal departments.
• Create, develop, and execute action plans for outreach initiatives for programs.
• Establish set processes and protocol to obtain outreach goals.
• Apply fundamental sales processes, procedures, methods and techniques.
• Understand and implement the Franklin Energy Sales Process, including but not limited to;
  • Making outbound calls to new and existing customers to meet assigned energy saving targets
  • Managing field time effectively with customer or Trade Ally visits
  • Developing and presenting program presentations to spur project activity
  • Responding to customer and Trade Ally inquiries and concerns by phone, electronically or in person to move projects towards completion
  • Maximizes all opportunities in the process to close a project.
• Build a base of "registered" Trade Allies
• Provide ongoing qualified lead to our Trade Ally Liaisons
• Recruit, train, educate and cultivate relationships with contractors and customers to encourage effective marketing of programs
• Maintain knowledge of program "Best Practices", individual program offerings and how they can serve customers including features, advantages and benefits
• Support outreach work plan creation, monitoring and continuous improvement.
• Train and develop other members of the outreach team.
• Develop a comprehensive understanding of program's strategic outreach direction and production levels to deliver established goals
• Develop unique marketing/outreach projects to help recruit participants/Trade Allies to the program
• Complete "search and discovery" work where the answers are not clear
• Actively "cold calling" new potential suppliers/contractors and developing their participation in our programs
• Perform event planning, coordination and presentations of programs
• Integrate additional products and services into customer operations to improve customer service and satisfaction
• Research the markets, accumulating data on businesses, and identifying the key allies to be targeted on behalf of the programs
• Identify improvement barriers and report information to Program Manager and Outreach Manager
• Prepare weekly and monthly project based activity reports and track progress towards program goals

• Serve as a liaison between customers and contractors to ensure quality, customer satisfaction and cost effective project implementation

• Assist in the implementation of specific energy efficiency programs in a "flex" capacity, according to defined budgets and energy savings targets
• Ability to work effectively with non-outreach orientate team personnel
• Contribute ideas being respectful and understanding of individual experience and knowledge compared to others
• Willingness to take direction for other team members
• Demonstrates honesty, keeps commitments and acts in a professional manner

Position Requirements

Education and Experience

• Bachelor's degree or equivalent work experience required. Technical school degree combined with demonstrated experience in the electric/gas utility field may be considered when deciding on this position
• 3+ years of experience in the electric or natural gas utility industry, sales, commercial and industrial lighting, or conservation
• Existing contractor network - Preferred
• Previous customer service experience required

Required Skills, Knowledge and Abilities

• Results orientated
• Ability to work in a team atmosphere and to collaborate on continuous improvement efforts
• Strong customer service and communication skills
• Must be able to handle a wide work variety and work in a fast-paced environment
• Must be a detail-oriented, organized, self-starter, and have an ability to prioritize workload
• Ability to identify and resolve project application issues with customers and trade allies
• Proficient in Microsoft Office, specifically Word, Excel and Outlook
• Strong data entry skills in entering information in tracking systems/databases
• Ability to communicate effectively, both verbally and in writing with customers, clients and employees
• Ability to analyze and interpret data and solve practical problems
• Knowledge of mathematical concepts such as fractions, percentages and ratios
• Committed to diversity and inclusion
• Reliable transportation

Licenses & Certifications

• Valid driver's license
• CEM VPI Certification - Preferred

Travel Requirements

• Willingness to travel more than 50%

Compensation & Benefits:

Franklin Energy reasonably expects the starting salary for this position to fall between $70,000.00 and $85,000.00 Annually. The final offer will be determined based on relevant experience, skills, qualifications, internal equity, geographic location, and business needs. Franklin Energy offers a comprehensive benefits package, including medical, dental, and vision coverage; retirement benefits; paid time off; paid holidays; and other company-sponsored benefits and programs.