Energy/Account Manager

Overview

Manage energy-saving projects for industrial/commercial utility customers in Indiana.

Key Responsibilities

• crm tracking
• opportunity screening
• energy audits
• client engagement
• project management
• trusted advisor

Tasks

-Maximize program participation, identify project opportunities, provide immediate program, business, and technical services to customers -Track outreach interactions and forecasted projects in a CRM -Effectively screen opportunities to ensure project eligibility and viability -Recognize opportunities to involve engineers to assist with project identification for more complex systems -Communicate the value of identified projects to motivate and influence the customer's decision-making process -Identify energy-saving projects through discussions with customers and contractors, review of available information (e.g., BAS screenshots, controls sequences, PIDs, drawings, and nameplate photos), on-site visits, etc. -Earn and maintain client and customer trust to continually build relationships and implement energy savings recommendations -Develop a strategic sales plan with strategies and tactics to maximize the delivery of savings for your service area -Proactively manage projects that begin to stagnate and take appropriate action to close the project -Proactively find and deliver value - anticipate current and future program needs whenever possible -Assist customers in identifying and managing projects -Assist customers in prioritizing and managing the collection of identified energy-saving opportunities -Think big picture and support the goal to influence customers to be energy efficient -Serve as a trusted advisor and communications liaison to external teams (utility representatives, utility customers and contractors) and internal teams (business management and engineering) -Provide program-level support to the client, customers, and contractors -Eliminate customer barriers to project implementation

Requirements

• pe mechanical
• hvac
• crm
• office 365
• 4+ years
• project management

What You Bring

-Academic degree in engineering, or similar technical discipline -4+ years of work experience in applicable application engineering, sales or outreach position, highly desirable -PE - Mechanical Engineering in HVAC and Refrigeration or Thermal and Fluid Systems -Ability to distill complex ideas into concise conversation/emails -Mechanical engineering degree -Demonstrated proficiency with Microsoft Office 365 suite of programs -Must be able to travel locally (Indiana) approximately 50% of the time/some overnight travel may be required -Excellent communication and presentation skills -CRM software -Must be a resident of Indiana -A strong understanding of mechanical and electrical systems for commercial and industrial facilities: HVAC, lighting, motors, compressed air, refrigeration -Ability to develop customer relationships effectively and easily -CEM, CEA, or CBCP or similar credentials -Ability to work remotely and manage multiple projects while meeting deliverable deadlines and budgets -Demonstrate emotional intelligence and listening skills, and make wise recommendations/decisions quickly, despite ambiguity

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About Resource Innovations

-Merged with Nexant in 2021 and backed by Morgan Stanley Capital Partners in 2024, accelerating its scale and reach. -Specializes in transforming utility operations through demand-side management, software systems, and advisory services. -Works on diverse projects—from residential weatherization to grid modernization, electrification, and utility marketplaces. -Operates globally but retains utility-scale focus, delivering integrated energy solutions at significant scale.

Sector Specialisms

Security Clearance

-completion of a comprehensive background check and reference check. -may require a pre-employment drug screen if applicable.