Contract Approval Specialist

Join the Solar For All Revolution!

At PosiGen we are passionate about providing money saving solar energy and energy efficiency solutions for people of all income levels. We are seeking an equally passionate Contract Approval Specialist to help further our mission through excellent attention to detail customer service and a team-focused approach.

Essential Job Functions

• Confirm completion and upload of all documents by the sales team to comply with Document Control regulations.

• Conduct outbound customer calls to perform a ‘Welcome Call.’

• Receive inbound calls from the sales team and perform a live review of submitted deals.

• Schedule site survey appointments using the job scheduler ensuring contractor and technician availability.

• Collaborate with sales professionals to facilitate contract progress and coordinate calls as necessary.

• Efficiently review a high volume of sales appointment packets.

• Collaborate to meet deadlines for updated documents and regulations.

• Research ownership and property address issues with Parish/County government offices.

• Verify receipt of proper loan approvals for sold systems.

• Collect original documents from the sales team for Document Control auditing.

• Review Salesforce reports to monitor upcoming sales appointments and document status.

• Engage with internal departments including management office and field personnel on a daily basis.

• Follow up on aging customer statuses in Salesforce and provide regular status reports.

• Perform general office management and administrative tasks including filing faxing scanning and organizing sales documents and marketing materials.

Education/Experience

• High School Diploma

• Excellent Communication Skills.

• Minimum of 1-2 years of experience in a Customer Service role required.

• Knowledge of solar power energy field preferred.

• Experience with Five9 or similar telecommunications suite a plus.

• Excellent written and verbal communication skills are required.

• Excellent Customer Service experience and skills are required.

• Experience with Salesforce CRM software a plus.

• Bilingual a plus.

• Experience with DrawLoop and Docusign software a plus.

• Proficient use of Google Suite (Email Meet Chat Drive) as well as other database programs.

About PosiGen

PosiGen is a people-centric rapidly growing residential solar company committed to making Solar For ALL a reality. We aim to simplify solar improve home efficiency and generate opportunities for the underserved through our first of its kind no credit check guaranteed savings solar leasing program.

As employees at PosiGen we are passionate about furthering our mission of Solar For ALL. At PosiGen we celebrate the individual and foster an environment where employees can be their true self. We strive to live every day by our values:

• A ct with Integrity

• B e Humble Be Kind

• C ollaborate and Seek to Understand

• D eliver on our Promises

• E ngage Passionately

PosiGen is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability protected veteran status or any other factor protected by applicable federal state or local laws. Individuals who require reasonable accommodations under the Americans with Disabilities Act in order to participate in the search process should notify the Office of Human Resources.