SolutionCX

Project Manager

• Collaborate with sales reps to manage project intake and data entry in Salesforce.
• Verify installation specifications using distance measurement tools to ensure accuracy.
• Coordinate with customers and HOAs to obtain necessary approvals.
• Confirm installation completion and readiness for project closeout.
• Collect customer feedback and reviews post-installation.

Salesforce Project Coordinator

Designer

• Provide real-time support to field teams during installations and service work.
• Handle phone calls to assist client needs.
• Review and verify installation closeout photos to ensure compliance with quality standards.
• Assess service work photos and flag any discrepancies or incomplete tasks.
• Communicate effectively with internal teams to resolve issues and ensure corrective actions are taken.
• Maintain detailed records of completed work and any identified issues.
• Assist in troubleshooting and guide field teams when needed.

PV Permit Designer

Customer Support

• Support the solar sales team by managing documentation and ensuring accurate data entry in CRM systems.
• Act as a key point of contact for sales representatives during the pre-installation process, addressing questions and providing timely updates.
• Collaborate closely with sales reps to review contracts and ensure all necessary information is collected for project hand off.
• Coordinate with internal departments (design, permitting, and project management) to track the status of each sale and ensure smooth transitions.
• Maintain accurate and up-to-date customer records, sales reports, and pipeline data in CRM and sales tracking tools.
• Assist in qualifying leads, scheduling site assessments, and gathering customer utility data and documentation.
• Communicate clearly and professionally with sales reps and dealer organizations to provide a high-quality customer experience.

Salesforce Project Coordinator

PV Permit Designer

Sales Support Specialist