Project Specialist - Residential Program

AM Conservation Group; California (MO); Remote; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Project Specialist for their Residential Program. This role involves supporting Energy Advisors and managing customer grants, ensuring effective communication and organization within a fast-paced environment. The ideal candidate will demonstrate strong customer service skills, attention to detail, and proficiency in Microsoft Office. This position offers the chance to contribute to meaningful energy efficiency initiatives while working in a collaborative and inclusive atmosphere. Join a dedicated team committed to making a positive impact in the community.

Qualifications

• 3+ years of office experience required.
• Strong communication and customer service skills essential.
• Proficiency in Microsoft Office and database management.

Responsibilities

• Coordinate with Energy Advisors and maintain project databases.
• Assist customers with program information and applications.
• Support office management and ensure compliance with contracts.

Skills

Customer Service

Communication Skills

Data Entry

Database Management

Organizational Skills

Analytical Skills

Education

High School Diploma

Associate Degree

Tools

Microsoft Office

SharePoint

Job description

Project Specialist - Residential Program

Fresno, CA, USA

Job Description

As a combined organization, Franklin Energy and AM Conservation Group are committed to addressing the central challenge of our times: transitioning to net-zero carbon economies while ensuring inclusive support for families, businesses, and communities. We are the utility industry’s leading provider of turn-key energy efficiency and grid optimization programs, contributing to carbon reduction, waste minimization, and fostering innovation and job creation. With over 26 years of experience, more than 1,300 experts across the U.S. and Canada, and strategic warehouses, we offer personalized insights to help energy partners meet their carbon and energy productivity goals.

We value our people as our most precious resource. Our culture emphasizes understanding and embracing the diverse differences of our workforce. We are dedicated to creating an inclusive environment that attracts and retains a multiracial, multicultural, and multigenerational team, reflective of our diverse community and client base.

Position Summary

This role involves overseeing program project coordinators and supporting Energy Advisors and Engineers to ensure accurate information, maintained files, and effective communication with business contacts. It also includes managing customer grant processes, alerting staff to expiring grants, and assisting customers with applications.

Essential Duties and Responsibilities

• Coordinate with Energy Advisors to organize files, paperwork, and data entry, and communicate with business contacts.
• Maintain and update the program database for project approvals and payments, including client and trade ally contact.
• Assist customers by providing program information, incentives, and processing paperwork and applications.
• Update and maintain project tracking databases like SharePoint.
• Collaborate with program staff to improve workflows.
• Support office management tasks, including equipment maintenance and supplies procurement.
• Ensure contract and subcontract compliance, including invoice and report tracking.
• Coordinate quality assurance and control of project documentation.
• Assist trade allies and customers with information and marketing materials for incentives.
• Track team performance metrics and goals monthly and quarterly.
• Provide customer service support, scheduling, and administrative assistance as needed.

Position Requirements

Education and Experience

• High school diploma or equivalent required.
• Associate Degree or higher preferred.
• At least 3 years of office experience.

Skills, Knowledge, and Abilities

• Strong customer service and communication skills.
• Ability to handle diverse tasks in a fast-paced environment.
• High interpersonal skills for sensitive and confidential matters.
• Organized, detail-oriented, self-motivated, with prioritization skills.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Strong data entry and database management skills.
• Effective verbal and written communication abilities.
• Analytical skills for data interpretation and problem-solving.
• Knowledge of mathematical concepts like fractions, percentages, ratios.
• Commitment to diversity and inclusion.
• Reliable transportation.

Licenses & Certifications

• Valid driver’s license required.

Travel Requirements

• Willingness to travel up to 10%.

Physical Demands and Work Environment

• Remote work based in Central California.
• Ability to sit, stand, walk, communicate verbally and in writing, and handle tools/controls.
• Ability to lift up to 10 pounds.
• Moderate noise level; potential exposure to fumes or airborne particles; risk of shock.

Reasonable accommodations are available for individuals with disabilities to perform essential functions.

This description provides an overview of the duties and requirements; it is not exhaustive of all responsibilities.

We are an Equal Opportunity Employer.