Account Auditor

Description

Pay Range $21-$25/hr. (DOE) + Company Benefits + Hybrid Role   At Freedom Forever, we're not just another company — we're trailblazers in renewable energy, proudly ranked on the Inc. 500 list for seven consecutive years. Join us in our mission to revolutionize the planet's future. We're seeking passionate individuals eager to make a difference, fueled by motivation to tackle challenges head-on. Together, we'll continue to lead the charge in sustainable energy, shaping a brighter tomorrow for generations to come. Join the team that's not just making waves, but changing the tide.                                                        
                                                                ***Residential Solar*** 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 (required) 

• 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 overtime, based on business needs.

• 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