Marketing Operations, Conversion Specialist
Energy Toolbase
Company Overview
Energy Toolbase
Stuart, FL, United States
2014
Employee count is not publicly disclosed, but the company serves over 1,000 distributed energy organizations worldwide (source: energytoolbase.com). No public revenue figures for 2023 or later are available from searched sources.
What They Do
Energy Toolbase focuses its core technology on software for solar photovoltaic (PV) and energy storage systems (ESS), providing a SaaS platform built by developers for developers to model economics, control operations via AI-driven EMS, and monitor performance (source: energytoolbase.com). Its flagship products include ETB Developer for detailed financial analysis of project avoided costs, bill savings, and grid services; Acumen EMS™ for real-time energy optimization using machine learning to forecast and dispatch storage; ETB Monitor for tracking real-time performance and savings directly linked to modeling data; and ETB Controller for seamless solar design integration and EMS deployments (source: energytoolbase.com). These integrate into one ecosystem for end-to-end project lifecycle management, handling complex simulations like Net Energy Metering (NEM) frameworks and demand response (DR) programs (source: energytoolbase.com). Target markets center on solar and storage developers, including commercial, industrial, and residential segments, with over 1,000 organizations using it worldwide for C&I PV-only projects, standalone storage under ITC incentives, and hybrid systems in regions like California under NEM 3.0 (source: solaracademy.com).
Projects & Track Record
Energy Toolbase's track record includes deploying Acumen EMS™ at more than 90 sites across 4 countries with 60 MWh of ESS capacity as of recent updates, reflecting rapid global fleet growth (source: energytoolbase.com). Although specific project names, locations, or capacities beyond aggregate are not detailed in public sources, its software supports optimizations discussed in contexts like southern California residential storage economics and C&I impacts from NEM 3.0 (source: solaracademy.com). Ongoing expansions involve Acumen EMS™ and ETB Controller growth worldwide, alongside 2023-2024 enhancements for DR programs and NEM modeling (source: energytoolbase.com). Key clients encompass over 1,000 distributed energy organizations globally, with no specific names listed, but partnerships stem from the 2019 merger with Pason Power and backing by Pason Systems (source: energytoolbase.com).
Recent Developments
In the last two years (2024-2025, per available data up to 2024 anniversary), Energy Toolbase announced a groundbreaking simulation engine in 2023 with rapid DR program launches in early 2024 and enhanced NEM modeling across the U.S., marking milestones in comprehensive calculation capabilities for contractors and developers (source: energytoolbase.com). It celebrated its 10th anniversary in 2024, highlighting a decade of product evolution including the 2023 engine and ongoing suite growth (source: energytoolbase.com). The 2019 merger with Pason Power remains the key acquisition, with no new mergers, funding rounds, contracts won, awards, or certifications detailed in recent sources (source: energytoolbase.com).
Working There
For job seekers, Energy Toolbase offers roles indicated by its leadership structure, including sales (VP Sales), operations (VP Operations), product management (VP Product, Product Managers like Nathan Gutzmann, Matt Moyer, Justin Hammond), customer success (Senior Director), professional services (Manager), marketing (Manager), and human resources (HR Manager), suggesting openings in software engineering, product, sales, support, and operations for its SaaS-focused renewable tech stack (source: energytoolbase.com). Hiring likely occurs at its four U.S. office locations including Stuart, FL headquarters, with remote opportunities across the U.S. and Canada given its distributed model (source: energytoolbase.com). Company culture emphasizes customer-focused principles of accuracy, objectivity, and transparency since 2014, with a lean startup history evolving into a merged entity prioritizing best-in-class service and data-driven innovation, as reflected in founder-led growth and global deployments (source: energytoolbase.com).
Contact
Last updated on 2026-02-15 | Report an issue
Job Description
Funnel Architecture & Systems Design
- Map the complete customer journey: anonymous visit → lead → SQL → closed-won → expansion.
- Design and maintain field structures, object relationships, routing logic, and lifecycle stages in Salesforce and marketing automation tools.
- Ensure seamless data flow between website, ActiveCampaign, Salesforce, and sales tools.
Hands-On Execution (Non-Negotiable)
- Build and modify forms, fields, workflows, routing rules.
- Configure lead assignment, round-robin logic, and territory rules.
- Build and maintain lead scoring models, lifecycle stages, and attribution rules.
- Set up integrations, webhooks, and data syncs without waiting on IT.
Conversion Optimization
- Analyze drop-off points, form abandonment, and page friction; run A/B tests on headlines, CTAs, and page structure.
- Use tools like Hotjar, FullStory, and GA4 to diagnose and improve conversion paths.
Data Integrity & Attribution
- Maintain clean data: deduplication, field hygiene, and validation.
- Build attribution models that reflect multi-touch reality and long sales cycles.
- Understand and report on influenced revenue, assisted conversions, and channel bias.
Measurement & Accountability
- Own key funnel metrics: visitor → lead %, lead → SQL %, speed-to-lead, form completion rates.
- Identify funnel leakage and explain where revenue is lost or opportunities are missed.
Operator Mindset
- Live inside Salesforce, ActiveCampaign, GA4, and marketing automation tools.
- Debug issues in real time; comfortable making changes in production environments.
Knowledge, Skills, and Abilities
- Systems architecture expertise: CRM, marketing automation, attribution modeling.
- Strong understanding of data flows and integration between marketing and sales systems.
- Ability to design and implement routing, scoring, and lifecycle logic.
- Skilled in conversion optimization and A/B testing.
- Obsessed with data cleanliness and attribution accuracy.
- Comfortable with tools like Salesforce, ActiveCampaign, GA4, Hotjar, FullStory.
- Analytical mindset with ability to explain funnel math and ROI logic.
- Thrives in a fast-paced environment; can run multiple projects without chaos.
If you only plan and never implement-or avoid touching live systems-this role is not for you.
Education and Experience
- 7+ years in Marketing Operations, Revenue Operations, or Growth Operations for B2B SaaS.
- Proven experience architecting funnels and fixing conversion bottlenecks.
- Hands-on expertise with CRM systems (Salesforce) and marketing automation platforms.
- Hands-on experience with lead data enrichment
- Strong background in attribution modeling and multi-touch reporting.
Nice to have, but not required:
- Hands-on experience with WordPress
- Experience in solar and/or energy storage space
- Hands-on experience with lead nurturing
- Bachelor's degree in marketing, Business, or related field (or equivalent experience).
Apply now
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About the role
February 20, 2026
Full Time
Company
- Calgary, Canada
7+ years in Marketing Operations or related fields
UTC-07:00
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