Customer Experience Specialist

business-financial-operations

posted 143 days ago

Customer Experience Specialist

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The Customer Experience Specialist is the friendly, compassionate, and professional voice of ReVision Energy, responsible for providing an excellent customer experience and facilitating communication and project updates to clients and internal employees throughout the installation process. The Customer Experience Specialist works closely with individuals across the sales and operations teams, performs contract administration, project oversight and assorted administrative functions.

Candidates will use their exceptional communication and organizational skills to respond to customer needs and achieve results across functions and departments of the branch. The ideal candidate is one who is efficient, professional, calm under stress, and committed to the company mission of helping people and businesses transition away from fossil fuels to sustainable solar energy. This is a full time, office-based, M-F position.

Role and Responsibilities (include but are not limited to):

Become a knowledgeable professional about the solar industry so that you can effectively respond to client questions and provide education about their projects and technologies.
Act as the primary customer contact through the installation process
Collaborate with Operations team and Sales team to track project statuses and specifics, sending regular updates throughout each customer’s “In Queue” experience.
Follow up on client needs to ensure they are met, and expectations exceeded.
Review contracts, photos and hand off materials from sales.
Prepare and send customer contracts, change orders, design packets and interconnection applications for system installations.
Process financing loan documents for customers.
Update job records in the CRM.