Residential - Project Specialist at Franklin Energy in Port Washington, Wisconsin

Job Description:

As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the central challenge of our times - to help drive the transition to net-zero carbon economies while ensuring that no working families, businesses, or local communities are left behind. To do that, we are the utility industry's top provider of turn-key energy efficiency and grid optimization programs and products, all of which contribute to reducing carbon and waste and, at the same time, free-up resources for creating more innovation investment and jobs. With over 26 years in business, we have more than 1,300 experts across the United States and Canada, with warehouses on both coasts. The organization's integrated in-house services provide deep personalization and insights, helping energy partners achieve their carbon-reduction and energy productivity goals.

We believe the organization's most "precious resources" are its people. We pledge a relentless pursuit to embody a culture that acknowledges, recognizes, and infinitely seeks to understand the unique differences of its people. We are committed to creating employee experiences that continually attract and embrace a multiracial, multicultural, and multigenerational workforce that promotes outstanding performance and mirrors our diverse partnerships, clients and communities we serve.


Position Summary

This position is primarily responsible for providing oversight and coordination for all program project coordinators and support to Energy Advisors and Energy Engineers ensuring that information is accurate, files are maintained and continuously reviewed, and provide continuous communication with business contacts. This position is additionally responsible for managing customer grant processing, informing Energy Advisors of expiring grants and applications, and assisting customers.

Essential Duties and Responsibilities

This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

• Coordinate with Energy Advisors to ensure good organization of files, paperwork, and data entry as well as communication to the business contacts
• Maintain, update, and add entries to the program database accurately to complete project processing for approvals and payment. This may require contacting clients, and trade allies
• Answer phones and assist customers with understanding how to participate in programs, how to get project incentives, and coordinating paperwork/applications
• Help maintain and update additional program support database (i.e. SharePoint) relating to project tracking and project assignments
• Work with program staff to streamline efficient workflows
• Provide office management support including follow-up on issues relating to computers, printers and fax/copy machines, and maintain office supplies and equipment, ordering office supplies and other office logistics
• Monitor activity to maintain contract and subcontract compliance including tracking of invoices and report submittals
• Coordinate with program management on managing quality assurance and quality control of project documentation and processing

• Assist trade allies and customers to ensure they have the correct information and marketing materials to promote the energy efficiency incentives
• Tracking monthly and quarterly performance of teams, and goals

• Provide assistance with customer service, scheduling and other issues as needed
• Transcribe data and compose and edit a variety of letters or memoranda
• Answer and refer incoming calls to the appropriate person or department
• Provide administrative support to program staff as needed

Position Requirements

Education and Experience

• High school diploma or equivalent
• Associate Degree or equivalent - Preferred
• 3+ years of previous office experience

Required Skills, Knowledge and Abilities

• Strong customer service and communication skills
• Must be able to handle a wide work variety and work in a fast-paced environment
• Must have a high level of interpersonal skills to handle sensitive matters and confidential information
• Must be a detail-oriented, organized, self-starter, and have an ability to prioritize workload
• Ability to identify and resolve project application issues with customers and trade allies
• Proficient in Microsoft Office, specifically Word, Excel and Outlook
• Strong data entry skills in entering information in tracking systems/databases
• Ability to communicate effectively, both verbally and in writing with customers, clients and employees.
• Ability to analyze and interpret data and solve practical problems
• Knowledge of mathematical concepts such as fractions, percentages and ratios
• Committed to diversity and inclusion
• Reliable transportation

Licenses & Certifications

• Valid driver's license

Travel Requirements

• Willingness to travel up to 10%

Note: Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position.


The above information describes the general duties and requirements necessary to perform the principle functions of the position. This shall not be construed as a detailed description of all the duties and requirements that may be necessary in this position.


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