Contract Approval Specialist

Job Description

At PosiGen, we are passionate about providing money saving solar energy and energy efficiency solutions for people of all income levels. We are seeking an equally passionate Contract Approval Specialist to help further our mission through excellent attention to detail, customer service, and a team-focused approach.

Essential Job Functions

• Confirm completion and upload of all documents by the sales team to comply with Document Control regulations.
• Conduct outbound customer calls to perform a ‘Welcome Call.’
• Receive inbound calls from the sales team, and perform a live review of submitted deals.
• Schedule site survey appointments using the job scheduler, ensuring contractor and technician availability.
• Collaborate with sales professionals to facilitate contract progress and coordinate calls as necessary.
• Efficiently review a high volume of sales appointment packets.
• Collaborate to meet deadlines for updated documents and regulations.
• Research ownership and property address issues with Parish/County government offices.
• Verify receipt of proper loan approvals for sold systems.
• Collect original documents from the sales team for Document Control auditing.
• Review Salesforce reports to monitor upcoming sales appointments and document status.
• Engage with internal departments, including management, office, and field personnel, on a daily basis.
• Follow up on aging customer statuses in Salesforce and provide regular status reports.
• Perform general office management and administrative tasks, including filing, faxing, scanning, and organizing sales documents and marketing materials.

Education/Experience

• High School Diploma
• Excellent Communication Skills.
• Minimum of 1-2 years of experience in a Customer Service role required.
• Knowledge of solar power energy field preferred.
• Experience with Five9 or similar telecommunications suite, a plus.
• Excellent written and verbal communication skills are required.
• Excellent Customer Service experience and skills are required.
• Experience with Salesforce CRM software a plus.
• Bilingual a plus.
• Experience with DrawLoop and Docusign software a plus.
• Proficient use of Google Suite (Email, Meet, Chat, Drive) as well as other database programs.