About this role

Own our customer lease/PPA reassignment process
Service transfers for customers who are moving from their home from previous homeowner to the new homeowner, including credit check of new customer, billing account set up, and completion of transfer contract
Prepayments by providing payment quotes, accepting payments, updating billing account, and providing documentation of prepayment to customer
Buyouts for customers who are moving (or 5 years after agreement starts), including providing buyout quote, accepting payment, updating billing account, and completion of contract
Process UCC-1 temporary termination requests and related questions
Escalate issues to management
Ensure proper documentation in Salesforce and clear communication with CX department

2-4 years experience in a role demonstrating strategic thinking and problem solving
Salesforce experience preferred
BS/BA preferred
Enjoy working in a fast-paced and rapidly changing environment
Good computer skills (G Suite, Microsoft)
Ability to work alone or in a team
Outstanding attention to detail
Good collaboration and communication skills
Strong analytical and strategic thinking skills
Excellent organizational and time management skills
Knowledge of construction or solar industry preferred

Financial Operations Specialist

Key skills