Trade Ally Manager I

AI Summary

Job Description

Supports energy efficiency program performance by engaging trade allies—manufacturers, distributors, contractors, and market actors—through outreach, relationship development, and account support. Handles inquiries, validates documentation, tracks participation in CRM systems, prepares engagement metrics, assists with events and trainings, and escalates non-routine issues.

Hard Requirements

• High School diploma or equivalent experience
• 2 years of professional experience in customer service, program support, outreach, sales support, or administrative operations
• Experience working with external stakeholders, contractors, vendors, or trade partners
• Experience maintaining records, tracking activities, and following processes
• Ability to execute assigned outreach and engagement activities
• Understanding of customer service or stakeholder support principles
• Experience using CRM systems, databases, or spreadsheets
• Strong written and verbal communication skills
• Ability to manage multiple tasks with attention to detail
• Proficiency with Microsoft Office applications
• Ability to work independently while seeking guidance when needed
• Regional/local business travel (10-40%) and occasional travel (<5%) to conferences and West Coast

Soft Requirements

• Bachelor's degree in a related field
• Certifications such as CESP (AESP), Salesforce or Microsoft Dynamics fundamentals
• Experience supporting energy efficiency, sustainability, utility, or incentive-based programs
• Outreach, customer service, or account support experience
• Familiarity with HVAC, building envelope, and/or water heater industries
• Familiarity with CRM platforms like Salesforce or Microsoft Dynamics
• Understanding of trade ally and market-partner engagement practices