Power TakeOff

Client Partner

• Serve as the primary point of contact for assigned clients, proactively managing relationships through regular virtual meetings and periodic in-person engagements
• Develop a deep understanding of each client’s DSM portfolio, regulatory context and strategic priorities
• Set appropriate client expectations about Power TakeOff’s implementation best practices and key program parameters, ensuring a positive client experience while minimizing deviations from our standard/preferred parameters and approaches
• Successfully manage clients, programs, and service offerings through the program implementation phase while maintaining high, positive CSAT survey results
• Coordinate and lead all utility client and prime implementer meetings as the representative of Power TakeOff’s Programs team.
• Maintain solid familiarity with Power TakeOff and our services across client contacts and articulate key points that highlight our expertise and set us apart as an industry leader.

Client Success Manager – Energy Efficiency

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

Client Success Manager – Energy Efficiency

Energy Advisor II

Energy Advisor, Level I

Customer Outreach Specialist I