Operational Specialist

Job Description:

The Project Coordinator plays a critical role in supporting Clients Demand Side Management (DSM) initiatives. This position focuses on processing rebate applications and managing operational tasks for both energy efficiency and demand response programs. The role requires cross-functional collaboration and high-volume data management, primarily utilizing Salesforce and other tools to ensure accuracy and compliance.

Key Responsibilities:

• Process residential and commercial rebate applications for DSM programs, including Saver Switch and AC Rewards.
• Collaborate with third-party vendors like Hunt Electric to coordinate installations and resolve inquiries.
• Verify customer eligibility for various programs and ensure accuracy of incentive payments.
• Manage and track work orders via shared Salesforce queues and dashboards, ensuring efficient task distribution.
• Support additional programs, such as pilot testing and wind source enrollments, during non-peak seasons.
• Identify process improvement opportunities and recommend solutions to enhance operational efficiency.

Typical Day:

• Process high volumes of work orders (e.g., approximately 40,000 Saver Switch orders annually).
• Collaborate with team members via daily chats to address pending queues and share workload.
• Engage with external vendors via Salesforce and email to confirm customer details and resolve issues.
• Update customer information in systems like CRS and utilize tools like BlueBeam for document handling.

Team and Work Environment:

• Collaborate with a supportive team of 5-6 full-time employees and one contractor on Jennifer’s team, alongside 7-8 staff on Tim’s team.
• Participate in a highly collaborative yet independent work environment, balancing heads-down operational tasks with team-driven problem-solving.

Technology Requirements:

• Proficiency with Salesforce, Microsoft Office Suite (especially Excel), and CRS.
• Experience with BlueBeam or similar markup tools and PDF management.
• Familiarity with communication platforms such as Microsoft Teams.

Qualifications:

• Required:
• 1-3 years of experience in a high-volume, shared-queue environment.
• Strong attention to detail, analytical skills, and data entry experience.
• Ability to work collaboratively within a cross-functional team in a corporate/professional setting.
• Excellent organizational and communication skills.
• Preferred:
• Experience with utility rebate processing or similar operational environments.

Job Details and Requirements

Location:

• Hybrid: Remote Monday-Thursday, in-office Fridays at 414 Nicollet Mall, Minneapolis.

Hours:

• Flexible schedule between 6 AM and 6 PM.
• Initial training aligned with mentor/trainer’s hours for approximately 4-6 months.

Duration:

• 12 months with a strong likelihood of conversion to a permanent role.

Qualifications:

• Required:
• 1-3 years of experience in a high-volume, shared-queue environment.
• Strong attention to detail, analytical skills, and data entry experience.
• Ability to work collaboratively within a cross-functional team in a corporate/professional setting.
• Excellent organizational and communication skills.
• Preferred:
• Experience with utility rebate processing or similar operational environments