Outreach Specialist
This position is responsible for developing, coordinating, supporting, implementing, and managing outreach functions and performance for both new program start-up and legacy programs. This position also coordinates with internal and external programs stakeholders on processes and procedures to achieve outreach results.
Essential Duties and Responsibilities
This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary.
- Apply fundamental sales processes, procedures, methods and techniques.
- Understand and implement Sales Process, including but not limited to;
- Making outbound calls to new and existing customers to meet assigned energy saving targets
- Managing field time effectively with customer or Trade Ally visits
- Developing and presenting program presentations to spur project activity
- Responding to customer and Trade Ally inquiries and concerns by phone, electronically or in person to move projects towards completion
- Maximizes all opportunities in the process to close a project.
- Recruit, train, educate and cultivate relationships with contractors and customers to encourage effective marketing of programs
- Maintain knowledge of program "Best Practices", individual program offerings and how they can serve customers including features, advantages and benefits
- Support outreach work plan creation, monitoring and updates
- Develop a comprehensive understanding of program's strategic outreach direction and production levels to deliver established goals
- Complete "search and discovery" work where the answers are not clear
- Actively "cold calling" new potential suppliers/contractors and developing their participation in our programs
- Perform event planning, coordination and presentations of programs
- Research the markets, accumulating data on businesses, and identifying the key allies to be targeted on behalf of the programs
- Identify improvement barriers and report information to Program Manager and Outreach Manager
- Prepare weekly and monthly project based activity reports and track progress towards program goals
- Assist in the implementation of specific energy efficiency programs in a "flex" capacity, according to defined budgets and energy savings targets
- Ability to work effectively with non-outreach orientate team personnel
- Contribute ideas being respectful and understanding of individual experience and knowledge compared to others
- Willingness to take direction for other team members
- Demonstrates honesty, keeps commitments and acts in a professional manner
Education and Experience
- Bachelor's degree or equivalent work experience required. Technical school degree combined with demonstrated experience in the electric/gas utility field may be considered when deciding on this position
- 1 - 2 years of experience in the electric or natural gas utility industry, sales, commercial and industrial lighting, or conservation
- Previous customer service experience required
- Results oriented
- Ability to work in a team atmosphere and to collaborate on continuous improvement efforts
- Strong customer service and communication skills
- Must be able to handle a wide work variety and work in a fast-paced environment
- Must be a detail-oriented, organized, self-starter, and have an ability to prioritize workload
- Ability to identify and resolve project application issues with customers and trade allies
- Proficient in Microsoft Office, specifically Word, Excel and Outlook
- Strong data entry skills in entering information in tracking systems/databases
- Ability to communicate effectively, both verbally and in writing with customers, clients and employees
- Ability to analyze and interpret data and solve practical problems
- Knowledge of mathematical concepts such as fractions, percentages and ratios
- Committed to diversity and inclusion
- Reliable transportation
- Valid driver's license
- Willingness to travel more than 50%
The above information describes the general duties and requirements necessary to perform the principle functions of the position. This shall not be construed as a detailed description of all the duties and requirements that may be necessary in this position.
An Equal Opportunity Employer
Safety -Sensitive Role Addendum:
Because many roles at Franklin Energy involve regulatory compliance, safety responsibilities, or professional licensing requirements, it is critical that interview responses reflect the candidate's direct knowledge and experience. Misrepresentation of technical or safety qualifications may result in immediate removal from consideration.
Notice Regarding Automated Tools:
We may use automated or AI-assisted tools as part of our candidate evaluation process to assess job-related skills and qualifications. These tools are intended to support fair and consistent review and do not replace human judgment in hiring decisions. All evaluations are conducted in accordance with applicable local, state, and federal laws.
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