Energy Advisor III
Listed on 2026-08-12
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Sales
Client Relationship Management, Business Development, Customer Success Management, CRM Systems & Management
Position Summary
Energy Advisors are vital to the success of the Virtual Commissioning® (VCx®) Program, designed and implemented by Power Take Off. Energy Advisors provide recommendations and remote support for participants to implement energy saving actions. After the participant has implemented the recommended changes, Energy Advisors monitor their smart meter data and work with our internal Measurement and Verification (M&V) team to confirm the energy savings.
Key Responsibilities
Sales & Client Relationship Management- Manages large, multi-faceted projects and act as a subject matter expert
- Manages critical and complex client accounts that have the potential to drive notable energy savings
- Builds deeper, strategic customer relationships with decision-makers and influencers
- Leads and guides high-stakes meetings with senior client stakeholders
- Able to navigate difficult conversations and negotiations without sacrificing the customer relationship
- Handles complex objections and pivots fluidly in conversations
- Strategically manages portfolios, anticipating potential roadblocks and preemptively mitigating them
- Confidently uses data to make recommendations for complex sites
- Independently analyzes data to prioritize tasks and make decisions within their portfolio
- Uses data to identify patterns, forecast risks, and refine team approaches
- Effectively explains how metrics inform their decisions
- Uses data and prioritization to increase efficiency and drive stronger results
- Drives improvements beyond their own accounts, influencing pod or team performance
- Coaches others on effective outreach techniques and customer retention strategies
- Provides ideas to Team Leads on ways to improve the operations or EA experience
- Identifies areas for continuous improvement in the EA role or within processes
- Independently troubleshoots common issues and finds solutions, acting as a “go-to” within their pod for informal guidance
- Participates in regular knowledge-sharing to support their pod’s success
- Participates in team discussions and helps build a positive team environment
- Demonstrates reliability and accountability for their work
- Strategizes on how to accomplish their own goals to support team success
- Demonstrates persistence and resiliency in the face of challenges
- Adapts to change professionally and effectively
Key Qualifications
- At least two years of customer-facing DSM experience such as energy auditing or energy advising in the commercial, industrial or residential space
- 3+ years of professional experience, preferably in sales or business development
- 1+ years of experience engaging with prospective participants via cold calls, emails and meetings
- 1+ years of experience working with prospective businesses to collaboratively problem solve and implement energy saving actions
- 1+ years of experience with 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 to maintain organized internal records
- 1+ years of experience with analysis and data interpretation to identify and solve problems
- Strong knowledge of energy efficiency concepts and application
- Stellar sales skills and motivation to achieve goals
- Develops and maintains positive relationships with customers and colleagues
- Consistently positive and professional communications, even under pressure
- Self-motivated with a strong work ethic
- Ability to work in a remote team environment, offering support and willingness to receive and provide feedback to achieve shared goals
- Exceptional oral and written communication skills
- Bilingual abilities are a plus
Power Take Off is a 100% virtual company with no physical office location. While we are a fully remote company, we have hubs in the Denver and Kitchener areas and provide opportunities for our team members in those areas to connect in person from time to time. This position is eligible for employment either in the United States or Canada.
Travel is not expected for this position. Power Take Off will cover the associated accommodation and travel expenses…
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