Position Title: Energy Conservation Specialist

Reports to: Regional Manager

FLSA: Salaried, Exempt

Revision Date: 06/2025

Position Summary

The Energy Conservation Specialist is responsible for developing and maintaining strong customer relationships in addition to focusing on Energy Appraisals and remediation opportunities. This role may also conduct, perform, prepare, and present appraisals, book orders, assist in project execution, and help collect receivables.

Essential Duties and Responsibilities:

• Develop and maintain customer relationships by demonstrating professionalism in providing excellent customer service through regular contact, prompt, quality responses, and offering client entertainment opportunities
• Help to identify and develop new customers and opportunities
• Seek and identify appraisal opportunities with new and assigned customers, including mechanical insulation, building envelope, steam trap surveys, and other services
• Travels as needed to perform appraisals (travel may be out of town and/or overnight)
• Accurately maintain CRM for new and assigned customers
• Generate scope of work on a project-by-project basis
• Follows up and is familiar with the outcome of all Energy Assessment jobs that are bid
• Join industry trade groups and attend trade shows as applicable/approved by management
• Prepare appraisal, and remediation proposal and submit to Manager for review
• Coordinate implantation plans for the remediation work
• Follows up with customers to ensure satisfaction
• Responsible to assist in the collection of receivables if requested
• Participate in the company's continuous improvement process
• Attends continuous education opportunities to ensure continued competency
• Supports the company safety programs
• Exhibits a spirit of cooperation and teamwork with all of the organization, ensuring that all communication is handled promptly, thoroughly, and with courtesy.

Skills and Abilities

• Ability and willingness to travel up to approximately 60% of the time
• Self-motivated, energetic, and able to work independently
• Ability to work under pressure & meet deadlines
• Strong organizational, verbal & written communication skills
• Must have strong experience with Microsoft Suite
• Must be detail-oriented, technically accurate, and have the ability to multi-task in all duties
• Strong interpersonal and customer service skills
• Hold a valid Driver’s License and current automotive insurance.
• Have a reliable automobile

Education/Experience:

• High School Diploma or equivalent required; post HS education, preferred
• 3-5 years of strong sales experience or business management background, preferred

Travel: Up to 60% travel to visit job sites within assigned region.

The duties and responsibilities described above are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; the scope of the job may change as necessitated by business demands.