• Provide program-level support to the client, customers, and contractors • Think big picture and support the goal to influence customers to be energy efficient • Demonstrate emotional intelligence and listening skills, and make wise recommendations/decisions quickly, despite ambiguity • Serve as a trusted advisor and communications liaison to external teams (utility representatives, utility customers and contractors) and internal teams (business management and engineering) • Earn and maintain client and customer trust to continually build relationships and implement energy savings recommendations • Develop a strategic sales plan with strategies and tactics to maximize the delivery of savings for your service area • Maximize program participation, identify project opportunities, provide immediate program, business, and technical services to customers • Proactively find and deliver value – anticipate current and future program needs whenever possible • Track outreach interactions and forecasted projects in a CRM • Proactively manage projects that begin to stagnate and take appropriate action to close the projects • Assist customers in identifying and managing projects • 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. • Recognize opportunities to involve engineers to assist with project identification for more complex systems • Effectively screen opportunities to ensure project eligibility and viability • Communicate the value of identified projects to motivate and influence the customer’s decision-making process • Assist customers in prioritizing and managing the collection of identified energy-saving opportunities • Eliminate customer barriers to project implementation • Other duties as assigned.