Sales

• Prospecting and Lead Generation: Identify and cultivate potential clients through proactive outreach, cold calling, and leveraging networking opportunities.
• Relationship Building: Cultivate and maintain strong relationships with clients, develop long-term partnerships and ensure customer satisfaction and renewals.
• Client Consultations: Meet with clients to understand their energy needs, risk tolerance, and identify how 5 can best serve them.
• Continuously Learning: Stay informed about industry trends, market conditions, and competitor offerings to identify opportunities and maintain a competitive edge.
• Sales Presentations: Compose and deliver compelling sales presentations, effectively communicating the benefits of energy products and services to potential clients.
• Negotiation and Closing: Address client concerns and objections to close sales and achieve revenue targets.
• Collaboration with Teams: Collaborate with internal teams to ensure a seamless customer experience and align sales strategies with overall business goals.
• CRM Management: Use Customer Relationship Management (CRM) tools like HubSpot to track leads, manage accounts, and optimize the sales process.

Energy Advisor – Commercial Sales

• Prospecting and Lead Generation: You will identify and cultivate potential clients through proactive outreach, cold calling, and leveraging networking opportunities. This is a HUNTING sales role.
• Relationship Building: Cultivate and maintain strong relationships with clients, develop long-term partnerships and ensure customer satisfaction and renewals.
• Client Consultations: Meet with clients to understand their energy needs, risk tolerance, and identify how 5 can best serve them.
• Continuously Learning: You will need to stay informed about industry trends, market conditions, and competitor offerings to identify opportunities and maintain a competitive edge.
• Sales Presentations: You will compose and deliver compelling sales presentations, effectively communicating the benefits of energy products and services to potential clients, while maintaining an executive-level presence.
• Negotiation and Closing: Skillfully address client concerns and objections, with the ultimate goal of closing sales and achieving revenue targets.
• Collaboration with Teams: Collaborate with internal teams, such as but not limited to operations and management, to ensure a seamless customer experience and align sales strategies with overall business goals.
• CRM Management: Use Customer Relationship Management (CRM) tools to track leads, manage accounts, and optimize the sales process for efficiency and effectiveness. The main CRM we use is HubSpot.

• Prospecting and Lead Generation: You will identify and cultivate potential clients through proactive outreach, cold calling, and leveraging networking opportunities.
• Relationship Building: Cultivate and maintain strong relationships with clients, develop long-term partnerships and ensure customer satisfaction and renewals.
• Client Consultations: Meet with clients to understand their energy needs, risk tolerance, and identify how 5 could best serve them.
• Continuously Learning: You will need to stay informed about industry trends, market conditions, and competitor offerings to identify opportunities and maintain a competitive edge.
• Sales Presentations: You will compose and deliver compelling sales presentations, effectively communicating the benefits of energy products and services to potential clients, while maintaining an executive-level presence.
• Negotiation and Closing: Skillfully address client concerns and objections, with the ultimate goal of closing sales and achieving revenue targets.
• Collaboration with Teams: Collaborate with internal teams, such as but not limited to operations and management, to ensure a seamless customer experience and align sales strategies with overall business goals.
• CRM Management: Use Customer Relationship Management (CRM) tools to track leads, manage accounts, and optimize the sales process for efficiency and effectiveness.

Accounting Manager

• Perform accounting operations for revenue and accounts receivable
• Handle accounts payable processes
• Perform and review monthly balance sheet and income statement reconciliations
• Prepare, review, and analyze financial statements
• Drive continuous improvements in the financial close process
• Serve as the primary accounting lead with external CPA firms
• Build and maintain Excel workbooks
• Manage bi-weekly payroll inputs
• Manage corporate credit card accounts

Accounting Associate – Bilingual, Spanish

• Perform accounting operations for 5’s revenue and accounts receivable, ensuring accurate billing, timely issuance of invoices and collections
• Handle accounts payable processes, including expense classification, payment approvals, and cash-flow alignment
• Perform and review monthly balance sheet and income statement reconciliations
• Prepare, review, and analyze financial statements, schedules, and supporting documentation
• Drive continuous improvements in the speed, accuracy, and scalability of the financial close process
• Serve as the primary accounting lead and liaison with external CPA firms
• Manage bi-weekly payroll inputs in FTE and 1099 payroll systems
• Manage 5’s corporate credit card accounts and employee expense reporting

Accounting Associate, Bilingual – Spanish

• Serve as a key resource for the Energy Advisors, providing strategic insight, guidance, and support to help them navigate complex sales cycles and energy challenges.
• Lead, mentor, and support the Energy Advisors to drive sales performance and ensure continuous professional development.
• Develop and implement sales strategies in collaboration with the team to align with business objectives, ensuring that the team is well-equipped to meet sales targets.
• Track, evaluate, and improve sales performance using CRM tools like HubSpot. Provide regular feedback, coaching, and support to help the team meet and exceed targets.
• Act as an escalation point for complex client interactions and participate in key client calls. You’ll work closely with the Energy Advisors to help them prepare for client meetings, providing strategic guidance and ensuring they are equipped to address client needs effectively. Assist in closing sales and maintaining strong, long-term client relationships.
• Prepare and present regular performance reports to the internal team, providing insights into sales progress, team achievements, and areas for improvement.
• Stay current with industry trends, competitive landscapes, and new products to ensure that the team can offer cutting-edge energy management solutions.
• Work closely with cross-functional teams, including operations, marketing, and product development, to ensure a seamless customer experience.
• Promote a positive, team-oriented culture that emphasizes collaboration, accountability, and mutual respect. Lead by example to ensure that the values and principles of 5’s culture are ingrained in the team’s everyday activities.

Energy Sales Director

• Perform accounting operations for revenue and accounts receivable
• Handle accounts payable processes
• Perform and review reconciliations
• Prepare, review, and analyze financial statements
• Drive continuous improvements in financial close process
• Serve as primary accounting lead
• Review monthly accounting activity prepared by the Mexico accounting team

• Perform accounting operations for revenue and accounts receivable
• Handle accounts payable processes
• Perform and review monthly balance sheet and income statement reconciliations
• Prepare, review, and analyze financial statements
• Drive improvements in financial close process
• Be the primary accounting lead with external CPA firms
• Review monthly accounting activity by Mexico accounting team
• Build and maintain Excel workbooks for reconciliations
• Manage bi-weekly payroll inputs
• Manage corporate credit card accounts

Accounting Associate

Affiliate Manager

• This is not a direct hire or salaried position.
• Referral Partners are independent and earn commission for introductions that turn into clients.
• We handle the rest of the process

Energy Advisor – Commercial Sales

Energy Advisor – Commercial Sales

Energy Advisor – Commercial Sales

Energy Advisor – Commercial Sales

Energy Advisor – Commercial Sales

Accounting Associate – Bilingual, Spanish

Accounting Associate, Bilingual – Spanish

Energy Sales Director

Accounting Associate, Bilingual – Spanish

Accounting Associate

Commercial Referral Partner – Independent, Commission-Based