Strong fit for candidates with customer service or outreach experience who can manage multiple tasks and maintain detailed records, and who are located on the East Coast or in the Eastern Standard Time Zone.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Energy Solutions via Greenhouse
Interested in joining a growing company where you will work with talented colleagues, enhance a supportive and energetic culture, and be part of the climate solution? At Energy Solutions, we focus on the big impacts. And we believe that market-based programs can be a powerful force to deliver large-scale energy, carbon, and water-use savings. Since 1995, we’ve harnessed that power to offer proven, performance-based solutions for our utility, government, and institutional customers.
Energy Solutions is looking for a Trade Ally Manager I to support market engagement and outreach activities that contribute to energy efficiency program performance. In this role, the Trade Ally Manager I assists manufacturers, distributors, contractors, and other market actors with participation in midstream and market-facing programs by providing information, responding to inquiries, and supporting outreach efforts.
This opportunity is great for someone who enjoys outreach activities, research participation issues, and report on observations as well as following defined engagement plans.
*Preference is for the candidate to be located on the East Coast or in Eastern Standard Time Zone*
Responsibilities include but are not limited to:
Support achievement of assigned trade ally participation, engagement, and recruitment goals through proactive outreach, relationship development, and ongoing account support
Execute assigned outreach activities to manufacturers, distributors, contractors, and other market actors to support program participation
Build and maintain productive working relationships with assigned trade allies, contractors, distributors, manufacturers, and market participants to support ongoing program engagement and participation
Coordinate routine communication and follow-up activities with trade allies and internal stakeholders
Research and document responses to trade ally inquiries and route questions to appropriate program staff when needed
Support implementation of outreach campaigns, engagement activities, and trade ally participation initiatives
Assist with in-market outreach activities, including local meetings, trainings, events, and relationship-building activities with trade allies and market partners.
Research participation issues, documentation discrepancies, and submission questions and escalate non-routine issues as appropriate
Validate program documentation, participation records, and required submissions for completeness and accuracy
Follow established procedures to support resolution of routine participation and process-related issues
Update CRM systems, outreach records, dashboards, and participation tracking systems to maintain accurate program information
Prepare and report basic participation metrics, outreach activities, and trade ally engagement information as assigned
Document stakeholder interactions, participation updates, and program feedback within established systems and tools
Minimum Qualifications:
High School diploma or equivalent experience
2 years of professional experience in customer service, program support, outreach, sales support, administrative operations, or a related role
Experience working with external stakeholders, customers, contractors, vendors, or trade partners
Experience maintaining records, tracking activities, and following established processes and procedures
Ability to execute assigned outreach and engagement activities using established guidance
Understanding of customer service, relationship management, or stakeholder support principles
Experience using CRM systems, databases, spreadsheets, or other business systems to maintain records and documentation
Strong written and verbal communication skills
Ability to manage multiple tasks simultaneously while maintaining attention to detail
Proficiency with Microsoft Office applications and related productivity tools
Ability to work independently on assigned tasks while seeking guidance when needed
Ability to conduct business travel regionally/locally (between 10-40% depending on program, team) and occasional travel (less than 5%) to conferences and to the west coast
Preferred Qualifications:
Bachelor’s degree in a related field
Certifications: Certified Energy Services Professional (CESP – AESP), CRM Platform Certification (e.g., Salesforce or Microsoft Dynamics Fundamentals), or Utility or Program‑Sponsored Trade Ally
Experience supporting energy efficiency, sustainability, utility, or incentive-based programs
Experience performing outreach, customer service, participant engagement, or account support activities
Familiarity with the HVAC, building envelope, and/or water heater industries
Familiarity with CRM platforms such as Salesforce or Microsoft Dynamics
Understanding of trade ally, contractor, distributor, or market-partner engagement practices
The salary range for this role is $69,000-$79,000 based on experience and qualifications.
Compensation is commensurate with experience and includes a generous retirement package. Energy Solutions provides an excellent benefits package including medical, dental and vision insurance, other pre-tax contribution plans and an Employee Stock Ownership Plan (ESOP).
AI Use
At Energy Solutions we believe in the importance of authentic interactions and equitable opportunities. We base our candidate selection on one’s own skills, knowledge, and experience. To ensure the integrity and fairness of our interview process, the use of artificial intelligence (AI) tools (including Generative AI) or other means to generate or assist with responses during interviews is strictly prohibited. This practice supports our commitment to create a transparent and equitable space where skills, knowledge and experience can truly shine.
Equal Opportunity Employer
Energy Solutions is an affirmative action-equal opportunity employer and prohibits discrimination and harassment of any type. We afford equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristics protected by law. Energy Solutions conforms to the spirit as well as to the letter of all applicable laws and regulations.
Office Locations and a Remote Workforce
Energy Solutions operates as a predominantly remote workforce with offices in six different locations. Employees who reside within 40 miles of an office (except New York) will be assigned to that location, though in-office attendance requirements may vary by team. At this time, we are not accepting applications from candidates residing in the following states: Delaware, Kentucky, Mississippi, Montana, Nebraska, and North Dakota.
Background Check Information
Information will be requested to perform the compulsory background check. A drug screen and authorization to work in the U.S. indefinitely are preconditions of employment. Energy Solutions is an equal opportunity employer.
Reasonable Accommodations
Energy Solutions is committed to providing access and reasonable accommodation for individuals with disabilities. If you require accommodations in completing this application, interviewing, and/or completing any pre-employment testing, or otherwise participating in the employee selection process, please email accommodation@energy-solution.com.
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