Account Auditor

Headquarters-Las Vegas Las Vegas, Nevada Temecula, California

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Description

Position at Freedom Forever

$21-$25/hr + Full Benefits: 
  • Medical Insurance
  • Dental Insurance
  • Vision Care Insurance
  • 401K
  • Medical Reimbursement Accounts (HSA & FSA)
  • Employee Assistance Program
  • Employee Discounts
  • $50k Life Insurance covered 100% by Freedom Forever
  • Paid Time-Off
POSITION SUMMARY: 
The Account Auditor works at the direction of the Account Management Supervisor, providing service and support to Freedom’s network of Third-Party Dealers and Sales Representatives via Account Audits, a Project task queue, and a Project ticket queue. The Account Auditor is responsible for maintaining an accurate Scope of Work, managing projects with a CRM, and maintaining project viability through regular account audits. In addition to project audits, the Account Auditor also acts as a conduit to Freedom Forever Operations and Field Operations, by communicating or creating additional action items for various stakeholders. A successful Account Auditor demonstrates excellent attention to detail, transposes data accurately and provides clear direction for HQ Operations or Freedom Sales partners when project changes are required, with a consistent focus on project progression. 
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: 
 
  • Demonstrates mastery of Account Assessor daily and weekly responsibilities and knowledge of Account Assessor I goals 
  • Demonstrates basic understanding of solar construction, including roofing, electrical, and ground mounts. 
  • Must be familiar with all financing products, equipment, pricing, utility and state requirements 
  • Reviews project specifications against Finance Company underwriting guidelines 
  • Examine contracts and finance information to ensure accuracy  
  • Review, update and maintain accurate project details within the Freedom CRM 
  • Display a thorough understanding of the front of pipeline project lifecycle 
  • Processes Cancellations requested by Customers and associated documentation 
  • Update records relative to HQ Ops, customer and sales representative interactions 
  • Calculates project expenses accurately 
  • Calculates financial viability of projects and determine appropriate job status 
  • Compiles and maintains an accurate Scope of Work for all front of pipeline projects 
  • Synthesizes complex project issues into clear resolution options for Sales Representatives 
  • Escalates complex issues or approvals to assigned Account Management Supervisor 
  • Verify all required documents for install are uploaded and received by SOW Confirm stage  
  • Track performance against daily, weekly and monthly KPI goals 
  • Perform other duties as assigned  
  
QUALIFICATION REQUIREMENTS: 
  
Education & Certifications: 
  • High School Graduate or GED 
  
Experience: 
  • 1+ Year of Solar Experience preferred 
  • 1+ Year of Operations Experience preferred 
  • 1+ Year operating within a CRM or Project Management Software required 
  • 1+ Year of Accounting or Contract/Document review experience preferred 

Freedom Forever is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: veteran status, uniformed service member status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics) or any other consideration protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including supervisors and co-workers.      

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