Outreach Engineer

Overview

Manage utility client accounts to identify and deliver energy‑saving projects.

Key Responsibilities

• project screening
• opportunity identification
• site visits
• crm tracking
• strategic planning
• client liaison

Tasks

-Communicate the value of identified projects to motivate and influence the customer's decision-making process -Proactively manage projects that begin to stagnate and take appropriate action to close the project -Effectively screen opportunities to ensure project eligibility and viability -Serve as a trusted advisor and communications liaison to external teams (utility representatives, utility customers and contractors) and internal teams (business management and engineering) -Eliminate customer barriers to project implementation -Maximize program participation, identify project opportunities, provide immediate program, business, and technical services to customers -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 -Assist customers in prioritizing and managing the collection of identified energy-saving opportunities -Proactively find and deliver value - anticipate current and future program needs whenever possible -Track outreach interactions and forecasted projects in a CRM -Think big picture and support the goal to influence customers to be energy efficient -Develop a strategic sales plan with strategies and tactics to maximize the delivery of savings for your service area -Recognize opportunities to involve engineers to assist with project identification for more complex systems

Requirements

• hvac
• office 365
• crm
• pe mechanical
• cem
• engineering degree

What You Bring

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

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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

-comprehensive background check and reference check required. -pre‑employment drug screen may be required if applicable.