Manager, Customer

The Manager, Customer Incentives will lead a team of Analysts to maximize incentive opportunities for Customer’s energy efficiency projects. The Customer Incentives team supports the Internal Sales function by reducing payback and upfront capital necessary for customer programs, furthering the value we provides. This role involves managing daily operations, optimizing processes, and ensuring accurate incentive processing. The Manager will maintain a deep understanding of incentive structures, energy financing and industry trends while building strong relationships with utility representatives to maximize incentives and improve processing efficiency.

Additionally, the position involves refining reporting systems and providing ongoing training to enhance team performance.

• Lead and support the Incentive Analysts to ensure high performance, engagement, and equitable workload distribution.
• Identify and implement process improvements to enhance efficiency, accuracy, and profitability of incentive processing.
• Oversee detailed forecasting, tracking, and reporting of incentive estimates, applications, and payments, while refining internal reporting systems for improved management.
• Maintain deep knowledge of incentive structures and key industry players across North America.
• Build and maintain strong relationships with utility representatives to understand the right approach for maximizing incentives and improving processing efficiency.
• Support Internal Sales function in customer portfolio prioritization by building and maintaining knowledge database, including but not limited to: incentives, energy rates, decarbonization, and legislation.
• Manage and communicate workload assignments to Analysts at both a Customer and Regional level to ensure balanced task distribution and timely completion.
• Coach Analysts on identifying and driving initiatives across various energy-saving measures (e.g., Lighting upgrades, EV chargers, HVAC, Building Management Systems) and incentive opportunities at utility, state, and federal levels to maximize incentives.
• Develop and deliver regular training programs to enhance the accuracy of documentation, improve the level of analysis in incentives processing, and ensure timely incentive payments.
• Support and coach analysts for growth and success in their careers.
• Represent organization at industry events to support goals and expand professional networks.
• Other duties as assigned.

• Excellent oral, written and interpersonal communication skills.
• Highly proficient math and research skills.
• Strong problem-solving and analytical skills.
• Proven team player/leader with measurable results.
• Comfortable with both the big picture and the minor details of processes.
• Proficient in Microsoft Word, Outlook and Excel used for tracking and analysis.
• Able to work well in a team environment as well as individually.
• Detail-orientated, high degree of accuracy and ability to multi-task.
• Ability to work effectively with limited supervision.
• Ability to work well under pressure and meet deadlines.
• Process oriented.
• Proven customer service and sales skills.

• Four-year degree preferred in Business or Environmental Studies, Engineering or related degree.

• 2+ years of management experience preferred.
• Leadership and communications skills necessary to be an effective leader and negotiator.
• Experience with in the energy industry and/or experience working with or within utility incentive program groups is required.
• Experience and success in a fast-paced and changing industry/business.
• Experienced in customer/trade partner relationship building.