Customer Onboarding Specialist

Ameresco, Inc. (NYSE:AMRC) is a leading energy solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. We are a trusted, full-service partner to public sector and government entities, K-12 schools, higher education, utilities, and healthcare customers across the U.S., Canada, the U.K., and Europe. Our comprehensive portfolio addresses today’s challenges and adapts to the future, ensuring long-term sustainability and success for our customers.

About the role

The Customer Onboarding Specialist (COS) will work with the Customer, Director of Operations, Sales Manager, and Director of Financial Planning and Analysis to complete new project onboarding per Ameresco’s Project Onboarding Standard Operating Procedure. This position will work remotely and report to the Director of Financial Planning and Analysis.

Responsibilities

• Maintain and manage to completion new projects being onboarded on the Smartsheet© program.
• Import customer and project data into AssetPlanner’s Service request support module.
• Import contract and budget data into AssetPlanner’s contract planning module.
• Create and import all inspection templates into AssetPlanner maintenance dispatcher module.
• Perform other duties as assigned.

Requirements

• Bachelor's Degree in appropriate field of study or equivalent work experience.
• Minimum of 2 years of experience in account management/customer interfacing roles.

Skills

• Proven organizational and communication skills.
• Experience and proven ability to learn new computer programs.
• Proven ability to manage multiple projects at a time while paying strict attention to detail and project deadlines.
• Excellent verbal and written communications skills.
• Solar construction and/or operations and maintenance experience is a plus.
• Demonstrated expertise in Microsoft Excel, including complex formula creation to support data entry, analysis, and reporting.
• Highly proficient working with Microsoft Office with the ability to quickly learn other computer applications.
• Self-motivated and able to thrive in a results-driven environment.
• Natural relationship builder with integrity, reliability and maturity.
• Ability to prioritize among competing tasks.
• Critical thinking and problem-solving skills.
• Excellent time and project management skills, while always looking to improve inefficient processes.
• Attention to detail and adherence to deadlines.

Benefits

Ameresco offers comprehensive and competitive employee benefits, including people-oriented insurance, investment, and incentive plans.