Customer Outreach Specialist I

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Power TakeOff

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2007

⚡ Energy

🤝 B2B

💰 $65k Seed Round on 2014-10

Energy • Software • B2B

Power TakeOff is a utility implementation contractor that specializes in energy efficiency solutions for small and medium businesses (SMBs). It leverages Advanced Metering Infrastructure (AMI) investments to deliver custom, data-driven energy efficiency programs such as the Virtual Commissioning (VCx) energy efficiency program. By using software like the Utility Intelligence Platform, Power TakeOff enables utilities to engage customers with personalized insights and operational measures that result in significant energy savings. Their innovative approach capitalizes on remote analytics and virtual engagement to improve customer engagement and drive effective energy reductions across the U. S.

📋 Description

• Participates in in-depth training on outreach competencies and energy efficiency basics • Follows established playbooks and seeks help for issues outside of their experience • Completes accurate documentation and follows program processes consistently • Conducts cold outreach to build a viable, high-quality sales pipelines • Participates in contact findings and re-prospecting to maintain a robust pipeline • Builds positive relationships with customers, adapting to their approach and needs • Demonstrates persistence and resiliency in the face of challenges • Learns how to effectively leverage systems like Outreach.io and Salesforce to keep customer information organized • Develops consistency in follow-ups and keeps thorough notes on status • Demonstrates a strong attention to detail when following team processes • Leverages AI to promote efficiency and effectiveness of outreach efforts • Partners with internal teams to support one another’s success and customer satisfaction • Participates in team discussions and helps build a positive team environment • Demonstrates reliability and accountability for their work, proactively asking for help • Participates actively in team meetings and discussions • Adapts to change professionally and effectively • Accepts and responds to feedback to support ongoing development and success

🎯 Requirements

• 1+ year of professional experience in a customer service representative (CSR) or similar role with cold outreach responsibilities preferred • Motivation to engage with prospective customers via cold calls, emails and meetings • Ability to identify and address real or perceived barriers and articulate benefits to customers to promote their participation • Ability to use and learn customer relationship management (CRM) systems (e.g. Salesforce, Outreach.io) and other software tools to effectively organize and manage a customer engagement pipeline and support tracking and reporting • Comfort leveraging AI to support workflows • Strong verbal and written communication skills • Ability to work in a remote team environment, offering support and willingness to receive and provide feedback to achieve shared goals • Ability to develop and maintain positive relationships with customers and colleagues • Consistently positive and professional communications, even under pressure • Effective sales skills and motivation to achieve goals • Self-motivated with a strong work ethic • Excellent organization, record-keeping and time management skills • Bilingual abilities are a plus

🏖️ Benefits

• Medical insurance, including vision and dental • Health Savings Account contributions • Retirement plans with company matching • Student Loan Incentive Repayment Program (eligible 12 months after employment) • Generous time off, including: 15 paid vacation days, increasing to 20 after the first year • 7 flexible well-being days • At least 9 paid holidays • All company winter break between Dec. 25th and Jan. 1st • Summer "Friyays", from June through August we get each 2nd and 4th Friday off!