Products & Services Specialist II - Trade Ally Management

Duke Energy; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

Duke Energy in North Carolina seeks an experienced operations leader to manage and optimize product programs and services across the Carolinas. You will oversee performance metrics, coordinate activities, and present actionable insights to improve business operations.

The role emphasizes collaboration with marketing, vendor management, and regulatory compliance, with mobility across field locations as needed. A related degree and experience in energy or operations are preferred.

Qualifications

• Bachelor’s degree in Engineering, Finance, Business, or related field with 1 year of related work experience;
• Associate degree with 3 years of related work experience;
• High School diploma/GED with 5 years of related work experience.
• Experience in energy efficiency or vendor management is preferred.

Responsibilities

• Provide leadership in management and operation of Duke Energy products, programs and services.
• Set strategies and plans to focus on customer needs and allocate budget and resources.
• Develop, manage, and maintain program documentation and SOPs; monitor performance indicators.
• Analyze information to prepare summaries leading to actionable improvements.
• Implement tools and processes for CRM, vendor information exchange, and business operations.
• Collaborate with stakeholders to develop marketing campaigns and improve lead generation.

Skills

Interpersonal skills

Communication skills

Leadership

Project management

Analytical thinking

Education

Bachelor’s degree

Associate degree

High school diploma

Tools

Salesforce

Job description

Important Application Submission Information

In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Tuesday, October 20, 2026 More than a career - a chance to make a difference in people's lives.

Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits.

This postion will be based in the Carolinas. Additional locations within the North and South Carolina service territory can be considered and will be determined at time of offer.

Job Summary

This position is responsible for non-supervisory leadership in one or more aspects of the management & operation of Duke Energy products, programs and services. This position accurately manages performance indicators, owns and coordinates program activities, presents information and completes assigned tasks supporting successful business operations.

Responsibilities

Operational Management

• Provides support to and responds to requests from matrix-relationship program and/or products & services manager(s)
• Set strategies and plans accordingly that create sharp focus on customer needs and wants; and appropriately allocate budget and resources.
• Develop, manage, and maintain program documentation of performance and standard operating procedures
• Analyze information to prepare a summary of finds that lead to implementation and actionable improvements
• Understand and monitor issues impacting assigned offerings including items like financial challenges, regulatory constraints, code & standard modifications, technology and environmental standards which impact offerings. Formulate recommendations to address negative impacts and deliver a compelling case for the proposed modifications.
• Implement tools, software and processes as needed for customer relationship management, vendor information exchange, and other business operational needs
• Considers and acts upon regulatory requirements, where applicable, for various areas of responsibility

Marketing, Sales & Acquisition

• Promote energy efficiency rebates and incentives to trade allies within territory to support the sale and installation of high efficiency equipment.
• Speak to large groups, educate external partners on the benefits of Duke Energy's products and services.
• Analyze and understand market research results.
• Identify and implement promotional & sales strategies to expand offers accessibility to key target audiences.
• Collaborate with program stakeholders to develop and implement marketing campaigns for new and existing offerings. Measure and analyze performance to lower cost per acquisition.
• Capture, track and ensure timely follow-up on leads generated by campaigns, events, communications, plans and assessments
• Evaluate key performance indicators that provide opportunities to improve lead generation and close rates by implementing initiatives to improve performance.
• Develop and execute initiatives to improve the effectiveness of more convenient service channels while measuring and analyzing results.

Business & Vendor Relationship Management

• Support development of vendor relationships through contributions to the creation of Statements of Work and vendor agreements.
• Assist in managing the vendor relationships like a business owner for items like adherence to contract terms, compliance & performance standards, quality, timeliness, tracking and reporting, invoicing, customer satisfaction and coordination with program stakeholders
• Conduct meetings and calls with vendor as needed to monitor performance, identify issues and adjust to changing conditions.
• Manage and modify contractual obligations for the program.

Business Innovation

• Provide product feedback, program and service enhancements to improve market effectiveness by participating in product development initiatives

Basic/Required Qualifications

• A Bachelor's degree in Engineering, Finance, Business, or other related degree and a minimum of 1 year required related work experience or
• An Associates Degree and a minimum of 3 years of related work expereince or
• A High School diploma/GED and a minimum of 5 years of related work experience

Preferred Qualifications

• Experience in Energy Efficiency
• Experience in vendor management
• Experience using Salesforce

Additional Preferred Qualifications

• Knowledge of corporation's business objectives & strategies, products and services, pricing and markets
• Comprehensive financial and business acumen
• Business operation experience
• Understanding of utility regulatory environment
• Demonstrated excellent interpersonal skills including communication skills, presentation skills, conflict resolution and management skills, excellent leadership skills, and good facilitation skills at all levels, both internal and external, to Duke Energy
• Demonstrated ability to effectively manage multiple projects and issues simultaneously.
• Ability to meet deadlines and keep projects on track, independently without direct supervision
• Demonstrated effective analytical, problem identification and resolution skills to arrive at a well-crafted solution to be implemented effectively and efficiently
• Proven self-starter, results-oriented, and requiring minimal supervision to take charge and get things done
• Experience working in a team environment coordinating resources in a matrixed organization to meet customer expectations
• Demonstrated ability to interpret data related to the program/targeted customers which results in the implementation of program improvements
• Ability to leverage subject matter experts and resources

Working Conditions

• Field Mobility Classification - Work location is highly mobile, working at various facilities or field locations with occasional onsite meetings after the onboarding period. Employee must live within a reasonable commute to the posted reporting location, not greater than 50 miles one way.

Specific Requirements

• Valid Driver's License

Travel Requirements

25-50% Relocation Assistance Provided (as applicable) No Represented/Union Position No Visa Sponsored Position No. This is not a Visa Sponsored Position. This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Please note that in order to be considered for this position, you must possess all of the basic/required qualifications.