CLEAResult

Program Coordinator

• Processing rebate applications and responding to calls and emails from potential customers
• Tracking and verifying program paperwork, files, and correspondence
• Payment processing
• Data entry, gathering and tracking data, and assuring data quality
• Export predesigned reports
• Attend staff meetings and other program support
• Complete special projects
• Call Center service experience (Preferably)

Customer Support

• Develop and maintain an understanding of several energy conservation and renewable energy program details (ex: Residential, Solar, Commercial and Industrial programs) to effectively educate customers and contractors on available services.
• Provide assistance to English and Spanish-speaking customers and/or contractors via emails, inbound and outbound calls addressing inquiries related to energy program participation.
• Document conversations with customers, provide recommendations on products or services, and advise on program participation details.
• Support follow-up communications and next steps to current program participants as necessary.
• Use and help maintain client-approved scripts, website, and program FAQs to provide information to customers.
• Manage and control participant intake data, ensuring all paperwork is received and is accurate, and contractual obligations are met.
• Address disputed rebate claim data and route appropriately if necessary.
• Prepare and review required program participation documentation while coordinating with various departments, both internal and external.
• May be asked to participate and present at community events and raise awareness for programs to educate customers about energy-saving best practices, technologies, and available programs.

Bilingual Customer Service Specialist, Spanish

General

• Responsible for the onboarding and ongoing management of a network of Trade Ally contractors in support of a statewide residential rebate program
• Educate and develop relationships with Trade Ally contractors to encourage successful program participation
• Establish systems for high quality assurance and support Trade Ally contractors in successfully following program requirements
• Perform project inspections to ensure work meets program requirements and maintain clear records of quality adherence for monitoring and reporting purposes
• Hold Trade Ally contractors accountable if performance is not in line with program requirements by communicating issues, coaching when needed to perform at required levels, and removing from the program if performance does not improve
• Develop and track strategies to meet outreach and program targets
• Adjust outreach strategies based on program changes and outreach strategy effectiveness
• Establish relationships with all stakeholders in the energy efficiency landscape including contractors, trade allies and distributors
• Implement new tools and processes to improve the outreach function
• Stay informed on emerging energy efficiency technologies
• Perform event planning, coordination and presentations of programs to external stakeholders
• Prepare robust weekly, monthly and quarterly activity reports and track progress towards program goals.

Market Outreach Specialist

Engineer

• Collaborate and work within a multi-disciplinary team to perform and lead technical work supporting energy efficiency programs.
• Author measure packages, including program-specific cost-effectiveness calculators, and document assumptions, data sources, and citations.
• Develop preliminary and final cost-effectiveness analyses using utility cost test and total resource cost test methodologies.
• Lead development of calculation tools and workpapers for new measures and approaches for delivery to clients and evaluators.
• Update measures for changes in baseline performance, measure costs, savings, mandatory standards, and energy code revisions.
• Become a recognized subject matter expert in at least one engineering technology relevant to the midstream program (e.g., commercial lighting, HVAC & controls, refrigeration, compressed air, agriculture).
• Provide QA/QC of engineering work products and review colleagues’ technical work, communicating feedback in a timely manner.
• Review filings, utility commission documents, and evaluator documents for technical accuracy and sound engineering practices; communicate findings and recommendations to engineering and program partners.
• Support program and market intelligence analytics, including forecasting cost-effectiveness ratios and maintaining planning assumptions in program tools.
• Coordinate with evaluation staff on research projects, pilots, and evaluation plans related to midstream measures.
• Prioritize safety in all actions and tasks.

Energy Engineer III

QA Engineer

• Conduct on-site and virtual quality assurance inspections for HVAC and weatherization projects; develop and implement QA protocols.
• Serve as a technical subject matter expert for customers, contractors, and community based organizations, including scope, bid, and installation review.
• Perform home energy assessments using diagnostic tools such as blower doors, duct blasters, and flow plates, applying strong building science and residential energy efficiency knowledge.
• Track, analyze, and report QA results using Microsoft Excel and other Office tools with strong attention to detail and documentation quality.
• Manage and de-escalate complex customer and contractor situations with professionalism, clear communication, and a client focused approach.
• Schedule inspections directly with customers and manage a fluctuating weekly caseload of dispatched projects.

Senior Residential QA, QC Specialist

• Support multiple programs using multiple platforms, providing a range of services
• Help utility customers save money, make their homes more energy efficient, and improve climate
• Daily customer interactions focusing on energy efficiency
• Assist with customer service, visit scheduling, customer enrollment, program offering education
• Provide tech support, online support, and/or status updates
• Utilize a wide range of support scripts
• Interact via chat/email as needed

Energy Efficiency Customer Support Specialist

Auditor

• Act as a local on-site program and company representative to residential customers
• Install energy efficient equipment, conduct energy efficiency (re)audits, pre- and post-installation verifications and other technical data gathering activities through a defined territory
• Support Program Managers in their efforts to influence stakeholders to sell and/or install energy efficiency and demand response retrofits or services
• Provides technical advice, guidance and training on installation, adaptation, configuration or enhancement in accordance with client specifications
• Troubleshoots technical problems and issues and recommends solutions
• Establish and build relationships with residential customers and contractors ensuring that necessary energy efficiency measures are properly installed to standards and on-time
• Record and track contractor interaction and verify that installations achieve required program savings
• Inform, educate, and train contractors about the program
• Provide individualized and ongoing assistance to property owners and contractors to convert projects according to contract compliance
• Document customer and contractor interactions to adhere to program requirements
• Provide input and status updates to program staff
• Act as local, on-site program and company representative to customers and contractors; to encourage participation in the program and overcome barriers.

Residential Energy Auditor

Bilingual

• Manage a large number of energy efficiency upgrade projects at various phases, supporting customers and coordinating with contractors along the way
• Provide assistance to English and Spanish-speaking customers and/or contractors via emails, inbound and outbound calls addressing inquiries related to energy program participation
• Document conversations with customers, provide recommendations on products or services, and advise on program participation details
• Support follow-up communications and next steps to current program participants as necessary
• Identify and work with program team to remove roadblocks to project completion
• Support customer qualification and conduct more complex data entry and incentive processing activities
• Manage program data, and prepare, analyze, and review reports and spreadsheets for accuracy, completeness, errors, and eligibility
• Maintain strong ongoing communications with participating customers to assess their needs and to receive feedback on their experience with program participation
• Implement and propose programmatic enhancements in a way that will help level-up our internal capacity to provide energy-efficiency services to clients and residential initiatives we serve
• Prepare and review required program participation documentation while coordinating with various departments, both internal and external
• May be asked to participate and present at community events and raise awareness for programs to educate customers about energy-saving best practices, technologies, and available programs.

Bilingual Energy Services Program Specialist, English/Spanish

Advisor

• Act as a local on-site program and company representative to residential customers.
• Install energy efficient equipment, conduct energy efficiency (re)audits, pre- and post-installation verifications and other technical data gathering activities through a defined territory.
• Support Program Managers in their efforts to influence stakeholders to sell and/or install energy efficiency and demand response retrofits or services.
• Provides technical advice, guidance and training on installation, adaptation, configuration or enhancement in accordance with client specifications.
• Troubleshoots technical problems and issues and recommends solutions.
• Establish and build relationships with residential customers and contractors ensuring that necessary energy efficiency measures are properly installed to standards and on-time.
• Record and track contractor interaction and verify that installations achieve required program savings.
• Inform, educate, and train contractors about the program.
• Provide individualized and ongoing assistance to property owners and contractors to convert projects according to contract compliance.
• Document customer and contractor interactions to adhere to program requirements.
• Provide input and status updates to program staff.
• Other duties as assigned.

Residential Energy Advisor

Processor

• Review incentive applications submitted by customers and contractors to confirm they are complete, accurate, and qualify for the program.
• Enter and maintain data in incentive database(s) and process applications through to payment.
• Communicate via email with customers and contractors to request missing information or clarify project qualification.
• Maintain knowledge of program products, services, and processing procedures.
• Communicate and help resolve disputed rebate claim data.
• Provide guidance to customers and contractors in interpreting program policies to ensure participation and compliance.
• Perform regular application auditing and quality control.
• File applications, retrieve data, and run database queries and reports.

Senior Incentive Processor

Paralegal

• Serve as the primary liaison between employees, outside counsel, and insurers on disputes and litigation matters, gathering information from internal business teams to support legal strategy and ensure timely review and response to legal questions.
• Independently manage smaller claims and matters end-to-end, while managing and overseeing larger litigation and claims assigned to outside counsel, including conducting research and preparing documents for court proceedings and legal transactions.
• Draft, review, and revise legal documents, including correspondence, settlement agreements, briefs, pleadings, and discovery responses, ensuring citations are complete and consistent with source material.
• Conduct fact-finding, data collection, and witness interviews to support case preparation, and assist in developing search term criteria for document collection and discovery.
• Demonstrate expert-level e-discovery and document review capabilities, and organize, archive, and maintain large volumes of litigation-related documents and records across hard copy and electronic systems.
• Maintain legal calendars and docketing deadlines, access court dockets and electronic filing systems, and track legal expenditures and insurance claims.
• Field and direct questions from internal business teams in an organized and timely manner, working independently under minimal instruction or supervision to meet deadlines.
• Support employment law compliance projects and may conduct or assist with related trainings.

Senior Paralegal

• Data entry and validation of energy rebate requests
• Consistently meet outlined Key Performance Indicators (KPIs)
• Contribute to process improvements in a team-based environment
• Maintain 90% or greater production standards, an accuracy rating of 99%, and minimize critical errors per month
• Follow outlined standard operating procedures to ensure success
• Maintain a high level of professionalism
• Develop new skills for new programs and tasks to meet utilization goals set by Supervisor

Processing Specialist

• Support the development and delivery of energy efficiency programs by providing engineering calculations, building energy simulations, measurement and verification, and utility program technical design and assistance
• Leads design and development of technical strategies, conducts analysis to inform and recommend energy savings, and develops plans and provides reporting that contributes to the success of client programs
• Writes and informs technical documents, publications, and conducts quality review of content
• Provides general project oversight, quality control/assurance, and continuously informs customers and project team of updates and necessary adjustments
• Supports business development efforts and proactively seeks new project opportunities

Energy Engineer I

• Travel daily throughout a defined territory
• Conduct entry-level commercial energy audits for small and mid-sized facilities
• Engage directly with customers and contractors to explain program offerings, encourage participation, and address basic questions
• Accurately document inspections, installations, and customer interactions in accordance with program requirements
• Perform on-site installation of energy efficiency measures, including physical labor and use of basic tools
• Identify, troubleshoot, and escalate basic technical or installation issues to program staff as needed

Commercial Energy Auditor

IT Support

• Serve as the single point of accountability for project execution, primarily for lower-risk initiatives, while supporting larger, complex projects under senior guidance
• Lead project planning, execution, monitoring, and closure activities
• Manage project scope, schedule, budget, quality, and resource allocation
• Communicate project status, risks, and impacts to stakeholders and senior leadership
• Anticipate, evaluate, and resolve project issues, delays, and risks using sound project management practices
• Track key milestones and adjust project plans and resources as needed to meet objectives
• Support and track project budgeting and financial performance
• Execute SDLC and/or Agile methodologies in alignment with organizational governance processes
• Mentor and provide guidance to project managers across the organization