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Document Specialist

Job in San Ramon, Contra Costa County, California, 94583, USA
Listing for: Insight Global
Full Time position
Listed on 2025-12-24
Job specializations:
  • Engineering
Salary/Wage Range or Industry Benchmark: 25.5 USD Hourly USD 25.50 HOUR
Job Description & How to Apply Below

Schedule: Monday-Friday, 8-hour shifts between 6:00 AM - 5:00 PM

Type: Full-time (40 hours/week)

Contract Duration: 1 year with potential extensions

Openings: 9

Pay Rate: $25.50/hour

Required Qualifications
  • 6 months to 5 years of administrative, document processing, or data entry/clerical experience
  • Associate's or Bachelor's degree in IT, Environmental Science/Studies, Renewables, Business Management, Engineering, or similar field
  • Strong attention to detail
  • Excellent written and verbal communication skills
  • Analytical and problem-solving abilities
  • Technical proficiency with management systems or software (SAP, Oracle, Salesforce, Smart Sheets, customer ERP, etc.)
Preferred Qualifications
  • Experience in utilities, telecom, solar, or renewables industries
Position Overview

Our client partners with homeowners who are adopting renewable energy solutions (solar, electric vehicles, energy storage systems) to facilitate the storage of customer-generated energy to the electric grid. Our team processes applications for home and small business owners, which includes reviewing applications, building permits, and equipment documentation; ensuring accuracy; identifying issues; submitting defect reports; and forwarding accurate applications to engineering review.

Core

Responsibilities Application Review
  • Process customer applications, including review of documentation and verification of accuracy
  • Send invoices to customers
  • Submit defect reports or forward applications to engineering review as appropriate
  • Respond to customer inquiries regarding defects, project status, and delay notices
  • Analyze project issues and implement solutions to advance projects
  • Develop documentation such as job aids and process flow charts
  • Collaborate with Distribution Planning to assess solar installation impacts on the client's network
  • Follow up with installers based on feedback from Distribution Engineers
  • Use mapping and reporting tools to evaluate transformer capacity for supporting solar installations
  • Respond to customer inquiries regarding project status and issues
Meter/Variance Review
  • Work with Metering Engineers and follow up with installers based on engineer feedback
  • Review solar installation plans and verify interconnection methods shown in technical diagrams
  • Respond to customer inquiries regarding project status and issues
Field Metering Review
  • Coordinate onsite inspections and meter-related work between installers and internal contacts
  • Submit field verification requests
  • Communicate with internal partners about inspection findings to update SAP customer records
  • Provide follow-up information to installers as needed
  • Respond to customer inquiries regarding project status and issues
Seniority level

Associate

Employment type

Contract

Job function

Administrative

Industries

Utilities and Utilities Administration

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