Energy Conservation Specialist

Job Description

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,

3-5 years of strong sales experience or business management background,

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.