Residential Solar Consultant- Financing Specialist

$49,920 - $54,080/Yr

Solara Home Energy - Murrieta, CA

Full-time - Entry Level

Murrieta, CA

About the position

The Residential Solar Consultant - Financing Specialist at Solara Home Energy is responsible for providing exceptional service and support to the company's network of Third-Party Dealers and Sales Representatives. This role involves conducting pre-surveys, managing projects through a CRM, and ensuring the accuracy of contracts and financing documentation. The position requires a strong focus on customer experience and operational excellence, with an emphasis on attention to detail and effective communication.

Responsibilities

• Conduct accurate pre-surveys to assist customers in selecting available options.
• Create Scope of Work and manage projects using a CRM.
• Maintain project viability through regular account reviews.
• Examine contracts and finance information for accuracy.
• Verify property ownership and manage missing paperwork.
• Document additional project costs within the Solara CRM.
• Track performance against daily, weekly, and monthly KPI goals.
• Familiarize with financing products, equipment, pricing, and utility/state requirements.
• Perform other duties as assigned.

Requirements

• High School Graduate or GED.
• 1+ year of operations experience preferred.
• 1+ year operating within a CRM or project management software preferred.
• 1+ year of accounting or contract/document review experience preferred.
• Basic clerical and typing skills.
• Excellent communication, customer service, attention to detail, and problem-solving skills.

Nice-to-haves

• Experience in solar sales or solar financing.
• Ability to work in a high-stress environment.
• Strong client-facing and teamwork skills.

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance