We Energies - Project Specialist

Franklin Energy / AM Conservation; Milwaukee (WI); On-site; USD 29,000 - 36,000; Full time

Job summary

Franklin Energy / AM Conservation is seeking an organized professional to oversee program coordinators and support Energy Advisors and Engineers. You will ensure accurate data, maintain files, and manage grant processing, communicating proactively with customers and business contacts.

Responsibilities include maintaining databases, assisting customers with program participation, coordinating paperwork, and supporting campaign efforts.

Qualifications

• Strong customer service and communication skills.
• Able to handle a wide variety of tasks in a fast-paced environment.
• Detail-oriented, organized, self-starter with the ability to prioritize workload.
• Proficient in Microsoft Office: Word, Excel, Outlook.
• Strong data entry skills and ability to communicate effectively with customers and colleagues.

Responsibilities

• Coordinate with Energy Advisors and program staff to organize files, data entry, and communications with business contacts.
• Maintain and update program database entries to complete project processing for approvals and payment; contact clients and trade allies as needed.
• Assist customers with understanding program participation, incentives, and coordinating paperwork/applications.
• Make outbound calls to support program campaigns and lead generation.
• Provide office management support: maintain office equipment and supplies, and assist with logistics.
• Monitor invoices, submittals, and contract compliance; track data in project documentation.
• Coordinate with program management to ensure quality assurance and quality control of project documentation.

Skills

Customer service

Communication

Multitasking

Organization

Data entry

Microsoft Office

Education

High school diploma or equivalent

Associate Degree or equivalent - Preferred

3+ years of office experience

Job description

Position Summary

This position is primarily responsible for providing oversight and coordination for all program project coordinators and support to Energy Advisors and Energy Engineers ensuring that information is accurate, files are maintained and continuously reviewed, and provide continuous communication with business contacts. This position is additionally responsible for managing customer grant processing, informing Energy Advisors of expiring grants and applications, and assisting customers.

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.

• Coordinate with Energy Advisors to ensure good organization of files, paperwork, and data entry as well as communication to the business contacts
• Maintain, update, and add entries to the program database accurately to complete project processing for approvals and payment. This may require contacting clients, and trade allies
• Answer phones and assist customers with understanding how to participate in programs, how to get project incentives, and coordinating paperwork/applications.
• Make outbound calls to customers to support program campaigns and support customer lead generation.
• Help maintain and update additional program support database (i.e. SharePoint) relating to project tracking and project assignments
• Work with program staff to streamline efficient workflows
• Provide office management support including follow-up on issues relating to computers, printers and fax/copy machines, and maintain office supplies and equipment, ordering office supplies and other office logistics
• Monitor activity to maintain contract and subcontract compliance including tracking of invoices and report submittals
• Coordinate with program management on managing quality assurance and quality control of project documentation and processing

• Assist trade allies and customers to ensure they have the correct information and marketing materials to promote the energy efficiency incentives
• Tracking monthly and quarterly performance of teams, and goals

• Provide assistance with customer service, scheduling and other issues as needed
• Transcribe data and compose and edit a variety of letters or memoranda
• Answer and refer incoming calls to the appropriate person or department
• Provide administrative support to program staff as needed

Position Requirements

Education and Experience

• High school diploma or equivalent
• Associate Degree or equivalent - Preferred
• 3+ years of previous office experience

Required Skills, Knowledge and Abilities

• Strong customer service and communication skills
• Must be able to handle a wide work variety and work in a fast-paced environment
• Must have a high level of interpersonal skills to handle sensitive matters and confidential information
• 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

Compensation & Benefits:

Franklin Energy reasonably expects the starting salary for this position to fall between $21 and $26 per hour. 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.

Travel Requirements

• Willingness to travel up to 10%