Power TakeOff

General

• Owns their own pipeline and accounts end-to-end, strengthening long-term account management
• Manages a larger and more complex portfolio, yielding more kWh savings
• Builds and maintains strong client relationships, adapting outreach strategies to different customer types and needs
• Leads client meetings, representing the company confidently and answering questions accurately
• Effectively manages their pipeline, keeping stages up to date and notes on all accounts
• Manages client expectations independently
• Independently analyzes data to prioritize tasks and make decisions within their portfolio
• Uses data to prioritize accounts, adjust approach, and track savings goals
• Effectively explains how metrics inform their decisions
• Confidently uses data to make recommendations for the most common facility types
• Uses data and prioritization to increase efficiency and drive stronger results
• Identifies areas for continuous improvement in the EA role or within processes
• Independently troubleshoots common issues and finds solutions, acting as a “go-to” within their pod for informal guidance
• Participates in regular knowledge-sharing to support their pod’s success
• Participates in team discussions and helps build a positive team environment
• Demonstrates reliability and accountability for their work
• Strategizes on how to accomplish their own goals to support team success
• Demonstrates persistence and resiliency in the face of challenges
• Adapts to change professionally and effectively

Energy Advisor II

• Participates in in-depth training on outreach competencies and energy efficiency
• Learns to interpret reports and data to use data to drive energy-savings decisions
• Follows established playbooks and seeks help for issues outside of their experience
• Builds confidence in explaining energy program information and answering questions
• Develops steady outreach activity and meeting volume to establish baseline performance
• Builds foundational outreach and customer management skills to manage a portfolio of customers using a pre-defined outreach plan
• Leverages emotional intelligence to build positive relationships with customers, adapting to their approach and needs
• Demonstrates strong meeting facilitation skills that drive behavior change
• Learns how to effectively leverage systems like Outreach.io and Salesforce to keep customer information organized
• Completes accurate documentation and follows program processes consistently
• Develops consistency in follow-ups and keeps thorough documentation
• Understands QC standards and is responsible for basic QC on their own handoffs
• Builds proficiency in handoffs, reporting, and pipeline hygiene
• Leverages AI to promote efficiency and effectiveness
• Participates in team discussions and helps build a positive team environment
• Demonstrates reliability and accountability for their work, proactively asking for help
• Participates actively in pod meetings and discussions
• Demonstrates persistence and resiliency in the face of challenges
• Adapts to change professionally and effectively
• Accepts and responds to feedback to support ongoing development and success

Energy Advisor, Level I

• Participates in in-depth training on outreach competencies and energy efficiency basics
• Follows established playbooks and seeks help for issues outside of their experience
• Completes accurate documentation and follows program processes consistently
• Conducts cold outreach to build a viable, high-quality sales pipelines
• Participates in contact findings and re-prospecting to maintain a robust pipeline
• Builds positive relationships with customers, adapting to their approach and needs
• Demonstrates persistence and resiliency in the face of challenges
• Learns how to effectively leverage systems like Outreach.io and Salesforce to keep customer information organized
• Develops consistency in follow-ups and keeps thorough notes on status
• Demonstrates a strong attention to detail when following team processes
• Leverages AI to promote efficiency and effectiveness of outreach efforts
• Partners with internal teams to support one another’s success and customer satisfaction
• Participates in team discussions and helps build a positive team environment
• Demonstrates reliability and accountability for their work, proactively asking for help
• Participates actively in team meetings and discussions
• Adapts to change professionally and effectively
• Accepts and responds to feedback to support ongoing development and success

Energy Advisor II

Energy Advisor, Level I

Customer Outreach Specialist I