
Branch Coordinator
Freedom Forever
The Role
Overview
Supports solar project pipeline, coordinates docs/payments, assists branch operations.
Key Responsibilities
- pipeline reporting
- order management
- project docs
- scheduling
- payment collection
- team coordination
Tasks
-Schedule appointments to meet customers and obtain customer signatures, final paperwork sign off and payment collection. Organize all completed paperwork, and process payments in a compliant, secure manner, if assigned. -Regularly spend long hours sitting and using office equipment and computers -Organizes office operations and procedures and Branch filingsystem -Coordinates andmaintainsmeeting notes and cross-functional marketing when assigned (i.e.Safety Meetings, Branch Staff Meetings, corporate communications, etc.) -Ensures Order Management and Accounting Departments (A/P and A/R) have necessary project details for jobinvoicing -Regularly spend long hours in intense concentration reviewing and entering information into a -Regularly usehands and fingers to handle, control or feelobjects -Keeps an eye on the pipeline to make sure no project sits for toolong -Meet with team members to discuss project details toprovideupdates -Communicate with Branch Manager, Project Manager,PermitCoordinator, Field Manager and Site Audit Supervisor to ensure projects are completedin a timely mannerand with high attention to detailregardingcustomerservice -Regularly spend long hours answering phone calls and emails -Regularly see details of objects that are less than a few feetaway -Assists the Branch Operations Manager with ad-hoc tasks whenassigned -Helps problem solve escalated Project Issues and sees that they moveforward -Prepare and analyze pipeline reporting, meet with branch team to discuss projects, and escalate asneeded -Frequently work on projects that requiredeadlines -Prepare project documentation for constructionteams -Assistswith routing and scheduling asneeded
Requirements
- ms word
- excel
- outlook
- oracle
- 2-4 yrs
- driver's license
What You Bring
-Strong work ethic -Excellent organizational and time management skills -Strong computer skills includingproficiencyin MS Word, Excel, Outlook, and internet use, Oracle experience aplus -Strong verbal and written skills -Regularly speak clearly so listeners canunderstand -Ability to prioritize and complete a variety of simultaneous tasks witha high leveloforganization -Frequently bend to file andmaintainfiles -Regularly understand the speech of another person -Detail-oriented and enjoys working in a fast-pacedenvironment -Occasionally lift 5-10 pounds -Regularly move from sitting to standing positions effortlessly -Must have a valid state driver's license and a clean drivingrecord -2-4+ years ofpreviousproject administration or field construction experience
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Benefits
-$50K Life Insurance -Vision Care Insurance -Medical Insurance -Medical Reimbursement Accounts (HSA & FSA) -Dental Insurance -Paid Time-Off -Employee Assistance Program
The Company
About Freedom Forever
-Founded with a vision to revolutionize the way homes and businesses access clean energy. -Specializes in providing solar energy systems, focusing on both residential and commercial projects. -Works with clients to design, install, and maintain solar systems that reduce energy costs and environmental impact. -Known for its commitment to quality and customer satisfaction, with a strong presence in the U.S. solar market. -Uses cutting-edge technology to ensure efficient, long-lasting solar solutions for every project. -Stands out for its exceptional customer service and seamless solar installations, ensuring clients' energy needs are met with ease.
Sector Specialisms
Residential
Solar
Energy Storage
Solar Financing
Security Clearance
-must undergo a criminal history background check.
