Business Energy Advisor or Senior Business Energy Advisor

Business Energy Advisor or Senior Business Energy Advisor

Requirements

• Bachelor’s degree in business or other related technical field (sustainability, energy engineering, energy efficiency, etc)
• 3 years related work experience.
• 4 years related work experience.

Responsibilities

• Developing, nurturing and maintaining long-term customer relationships.
• Pipeline/database management using CRM.
• Team collaboration/meetings.
• Internal/external trade shows, presentations and stakeholder engagement.
• Promote and assist customers with navigating and benefiting from all the of the company’s products and services.
• Work closely and in collaboration with internal staff including large account, community relations and economic development managers to cross-promote products and services to their customers while providing essential support to ensure success.
• Working with commercial and industrial customers with an emphasis on qualifying prospective customers, eligible equipment, and projects both in and out of the Duke Energy service.
• Providing the customer with top-notch support throughout the process, which may include qualifying equipment, identifying the best fit program for the project, providing Trade Allies resources to perform the work as applicable, discussing opt-in when it applies, and helping the customer with their application(s) to ensure the customer has a positive experience from start to finish.
• Collecting usage and billing data, building and site information, equipment information, and details of project scope in order to help the customer find the product and service that best suits their needs.

Preferred Qualifications

• Self-motivated
• Multi-tasker
• Detail-oriented
• Articulate
• Public speaking
• Quick learner
• Excellent communication skills – including writing, speaking and listening
• Problem-solver
• Team player
• Certified Energy Manager, CEM *or related AEE certification*
• PE license
• Master’s degree
• 5 -10 years related work experience, including: Proficiency using a CRM, especially Salesforce, Energy management, energy efficiency, ESG and/or sustainability, Sales, Project management, Utility rebate programs, utility rates, regulatory awareness
• In addition to desired degree, 5 years related work experience.
• Experience using a CRM, especially Salesforce.
• Energy management or energy efficiency experience.
• Project management experience.
• Facility/Technical – understanding building envelope and equipment. What drives energy related costs and how energy efficiency drives costs down.
• Utility/Systems/Products – General utility knowledge including but not limited to Billing systems, Distribution systems, Utility rate structure, Basic knowledge of EE technologies Energy Efficiency and other products & services. Due to the technical nature of the products, basic understanding of commercial buildings and electrical loads are helpful.
• Sales/Customer – Capable Customer interaction experience.
• Be able to juggle deadlines, follow-up, and varying types of calls to and from different industries, including schools, healthcare, biotechnology, municipalities, retail, warehousing, and others.
• Promote a collaborative atmosphere through their actions within their own department, as well as with other departments, to ensure mutual success and as well as superior customer experience.
• Working knowledge of Salesforce or similar CRM.
• Maintain accurate sales records/documentation.
• Knowledge of the utility industry.
• Proficiency in Microsoft Office software tools and demonstrated ability to learn new systems.
• Sales and/or customer facing experience.
• Comfort level with public speaking.
• Solid phone skills.
• Self-starter.
• Proven ability to organize and manage large volumes of information.
• Demonstrated ability to work in a team environment to achieve shared goals.
• Demonstrated interpersonal skills to interact effectively.