Customer Onboarding Specialist

Description

• Create and import all inspection templates into AssetPlanner maintenance dispatcher module.
• Import customer and project data into AssetPlanner’s Service request support module.
• Import contract and budget data into AssetPlanner’s contract planning module.
• Maintain and manage to completion new projects being onboarded on the Smartsheet© program.

Requirements

• Attention to detail and adherence to deadlines.
• Proven organizational and communication skills.
• Experience and proven ability to learn new computer programs.
• Self-motivated and able to thrive in a results-driven environment.
• Excellent time and project management skills, while always looking to improve inefficient processes.
• Demonstrated expertise in Microsoft Excel, including complex formula creation to support data entry, analysis, and reporting.
• Critical thinking and problem-solving skills.
• Ability to prioritize among competing tasks.
• Excellent verbal and written communications skills.
• Bachelor's Degree in appropriate field of study or equivalent work experience.
• Solar construction and/or operations and maintenance experience is a plus.
• Proven ability to manage multiple projects at a time while paying strict attention to detail and project deadlines.
• Highly proficient working with Microsoft Office with the ability to quickly learn other computer applications.
• Minimum of 2 years of experience in account management/customer interfacing roles.
• Natural relationship builder with integrity, reliability and maturity.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance