Account Auditor
Description
POSITION SUMMARY:
The Account Auditor works in 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 Auditor daily and weekly responsibilities and knowledge of Account Auditor 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
Knowledge, Skills & Abilities:
- Ability to work a rotating schedule- including early mornings, late evenings, holidays, Saturdays and Sundays are required
- Must be able to operate a computer and other communications equipment (i.e. phone, instant messaging, video conferencing, email, etc.)
- Ability to communicate clearly and concisely in a professional and effective manner, both verbally and written
- A perpetual focus on operational excellence and ability to persevere in an occasionally high stress environment
- Maintain tact and professionalism when dealing with difficult/irate people and those in stressful situations
- Follow written and verbal directions, policies, and procedures
- Ability to work with frequent interruptions
- Develop and maintain cooperative, effective working relationships with others
- Basic clerical and typing skills.
- Ability to multitask
- Computer literate and typing skills of at least 35 words per minute
- Excellent communication, customer service, attention to detail and problem-solving skills, including the ability to maintain composure under stress in a high-level environment
- Demonstrates a sense of urgency and ability to meet deadlines
- Must be highly organized and able to multitask on several projects at a time
- Strong client-facing and teamwork skills
- High school diploma, GED, or equivalent
Physical demands and abilities
- Regularly spend long hours sitting and using office equipment and computers
- Regularly move from sitting to standing positions effortlessly
- Regularly spend long hours in intense concentration reviewing and entering financial information into a computer
- Regularly use hands and fingers to handle, control or feel objects
- Regularly see details of objects that are less than a few feet away
- Regularly speak clearly so listeners can understand
- Regularly understand the speech of another person
- Frequently work in on projects that require deadlines
- Frequently bend to file and maintain files
- Occasionally lift 5-10 pounds