CLEAResult

Operations

• Scheduling and tracking projects for Technicians, Auditors, Account Managers and Program/Operations staff
• Tracking and verifying program paperwork, files and correspondence
• Payment processing
• Verifying and organizing documents
• Data entry, gathering and tracking data, and assuring data quality
• Exporting predesigned reports
• Handling inbound or outbound emails and voice calls from customers
• Staff meetings and other program support
• Special projects

Operations Coordinator

Account Manager

• Maintain and grow customer accounts while supporting program participation and savings goals
• Act as a local, on‑site representative for customers and contractors, encouraging participation and resolving issues
• Support multiple program types, including retail, residential HVAC, and other energy efficiency offerings
• Travel throughout a defined territory to visit customers, contractors, and retail locations
• Verify installations, inventory, and program compliance during site visits
• Provide guidance to customers and contractors on program requirements and processes
• Document customer interactions and maintain accurate records in program systems
• Troubleshoot issues and recommend solutions based on program and customer needs
• Collaborate with internal teams to support program success and identify opportunities for growth

Manager

• Leading and guiding a team of account managers to ensure exceptional client satisfaction, energy savings goal attainment, and overall success in managing key accounts.
• Foster a collaborative and high-performance team culture focused on exceeding goals and models our CLEAResult values of Accountability, Trust and Transparency.
• Serve as a customer advocate within the program, ensuring proactive communication and enhancing customer satisfaction.
• Develop and execute strategic account plans that drive customer satisfaction and retention.
• Standardize and implement a lead tracking report to monitor KPI’s and assess the performance of the account management team.
• Analyze data and customer feedback to provide regular program management updates on the status of key accounts, highlighting achievements, areas of opportunity, and strategic plans for continuous improvement and growth.
• Partner with program management and leadership to develop strategy and provide solutions that inform outreach, marketing, external training and education, and other key program activities which drive goal achievement.

Regional Account Team Manager

• Lead teams who ensure smooth operations of program and business processes to deliver projects and programs to clients.
• Oversight of operations teams responsible for tasks and processes including:- Coordination and communication
• Delivery and quality assurance: w/adherence to program guidelines
• Project and/or process management
• Manage experienced professionals who exercise latitude and independence in their assignments.
• Data Management for Program Support, Field Support, & Business - Development Support

Operations Manager

• Promote energy demand curtailment concepts, strategies, services, and financial incentives available to customers from their local utility
• Identify cost effective investments in Demand Response to include onsite customer assessments and delivery of value propositions of program participation
• Regular communication and collaboration with client program team and key accounts management to ensure alignment on program priorities and participation in regular remote and in-person client update meetings
• Support program participants in order to maximize value for both customer and client through successful implementation of demand curtailment strategies appropriate for their facilities
• Perform site assessments and make recommendations on program participation
• Deliver value propositions to key stakeholders internal and external (e.g. client key accounts and customers)
• Track and report partners projects in a timely manner
• Develop program processes and make recommendations for improvement
• Work to achieve client demand reduction goals and collaborate on appropriate recruitment and retention strategies to maximize demand reduction capacity and customer incentives
• Collaborate with and recruit potential program participants through client key accounts management and facilitate program participation by effectively communicating the value proposition of the program to key program stakeholders internal and external
• Work with program management and client to create meaningful metrics on program activities and to track and report on program activities on a regular basis
• Identify and escalate program/partner issues in a timely manner to the appropriate level of management
• Be prepared for standing weekly and monthly report out meetings with internal team and/or utility client(s)

Account Management Consultant

Customer Support

• Respond to inbound calls and emails from program participants, contractors, and other stakeholders, providing accurate and helpful information about the program requirements.
• Meet key performance indicators (KPIs), including hold times and after-call wrap up time.
• Provide support with application reviews and other administrative tasks.
• Work regular full-time hours based on Pacific Standard Time.

Support Specialist I

Data Analyst

• Partner with Program Directors to understand and define data analysis requirements
• Review project scopes of work and translate them into actionable task assignments
• Develop data analytics strategies to support proposal (RFP) responses
• Assess research and data needs to enhance transportation data analysis services
• Oversee data aggregation, validation, and review processes
• Interpret, translate, and present technical findings to stakeholders
• Lead, mentor, and inspire a team of data professionals to deliver high-quality solutions
• Define and execute vision, strategy, and architecture for data systems and analytics

EV Data Analysis Lead

• Serve as the primary point of contact for assigned clients, ensuring exceptional service, satisfaction, and retention.
• Develop, present, and optimize data driven marketing strategies aligned to client goals and budgets.
• Lead the planning and execution of integrated marketing campaigns, programs, and communications.
• Draft strategic and creative briefs and collaborate with creative, digital, and shared services teams.
• Monitor and report on KPIs, providing insights and recommendations for optimization.
• Partner with program and business development teams to identify and pursue growth opportunities.
• Manage budgets, project setup, timelines, and resource allocation to ensure operational efficiency.
• Lead campaign reviews and post project debriefs to support continuous improvement.

Marketing Account Manager

• Act as a representative to the customer's organization
• Establishes and builds relationships in local, regional, and national markets
• Manages and promptly resolves customer concerns
• Records, tracks customer interactions in accordance with the corporation's procedures
• Verifies product installations and that all paperwork received is accurate and complete
• Sells technical products/services, trains on technical specifications and program requirements, and communicates program changes
• Develops strategies to drive increased savings acquisition
• Works with engineering and program to research and analyze current and future technical specifications and requirements
• Prepares sales forecasts
• Troubleshoots technical issues, determine a solution in accordance with product and customer specifications, and recommends solutions

Senior Account Manager

Senior Marketing Account Manager

Full-stack Engineer

• Help design, build, and maintain applications, dashboards, and integrations that power energy efficiency programs
• Blend development, system support, and collaboration—ranging from ticket triage and troubleshooting to contributing to full-scale application development
• Manage and triage incoming development tickets , resolving simpler requests independently and supporting scoping and requirements gathering for more complex work
• Collaborate with program teams to translate business needs into technical solutions , including CRM-style workflows and system enhancements
• Support system integrations and data workflows, including APIs, SFTP feeds, and automation pipelines
• Troubleshoot application and data issues, contributing to documentation and continuous improvement across systems

Software Developer

Software Engineer

• Conduct on-site evaluations and engineering analysis of commercial and industrial energy systems to assess demand response potential and overall performance
• Collect, validate, and analyze field data, including load profiles, equipment performance, and operational characteristics
• Apply engineering principles to develop, calculate, and verify baselines, load reductions, and curtailment strategies
• Translate data insights into actionable recommendations to improve program outcomes and customer participation
• Serve as a technical liaison between customers, account managers, and internal engineering teams, providing guidance, training, and support
• Troubleshoot complex systems and resolve issues using analytical, data-driven approaches while ensuring accuracy and integrity of program data

Engineering Field Specialist

Consultant

• Guiding energy teams in identifying, evaluating, and implementing energy efficiency activities in commercial, industrial, and institutional facilities
• Working with one or multiple clients
• Helping program participants apply the principles of continuous improvement to energy management through group workshops and individual coaching

Energy Efficiency Consultant

• Serve as the operational point of contact between distributors, account managers, and internal teams to support HVAC and HWH program execution
• Collaborate daily with HVAC distributors and trade allies, addressing payment inquiries, submission issues, and program-related questions
• Support tool rollouts and system enhancements, including participating in UAT testing and helping prepare solutions for release
• Deliver and support training for distributors, trade allies, and account managers on new systems, tools, and validation processes
• Utilize systems of record to pull reports, track program activity, and contribute to quarterly client reporting
• Coordinate closely with incentives processing, data teams, and account management to ensure accurate processing and program performance
• Maintain project trackers and databases, ensuring data accuracy, visibility, and smooth operational workflows

Operations Specialist

• Act as a representative to the customer's organization
• Establishes and builds relationships in local, regional and national markets
• Manages and promptly resolves customer concerns
• Records, tracks customer interactions in accordance with corporation's procedures
• Verifies product installations and that all paperwork received is accurate and complete
• Sells technical products/services, trains on technical specifications and program requirements, and communicates program changes
• Develops strategies to drive increased savings acquisition
• Works with engineering and program to research and analyze current and future technical specifications and requirements
• Prepares sales forecasts
• Troubleshoots technical issues, determines solution in accordance with product and customer specifications, and recommends solutions