Customer Outreach Specialist

Power Take Off is seeking a Customer Outreach Specialist I to proactively engage with a wide range of business, institutional, and commercial customers who have identified prospective energy savings opportunities. This is a cold calling position that requires strong organizational skills and persistence to build relationships that drive energy savings.

Someone who stays motivated when facing pushback, has a strong attention to detail that allows them to follow team processes and likes the challenge of converting someone from a “no” to a “yes” will enjoy this position. The first few weeks of the position will focus on training and you will have ongoing support from your manager and team to help you be successful.

As a company, we thrive on coaching and promote growth mindsets to help us view challenges as opportunities. This position will generally work from 8am-4pm or 9am-5pm in their local time zone Monday through Friday.

About Power Takeoff, Inc.

Power Take Off is a leading provider of software and implementation solutions in the utility industry, specializing in energy efficiency and demand side management (DSM). Our mission is to identify and deliver data-driven solutions to guide our partners and their communities to a lower carbon future. We drive our sustainability impact through software and services leveraging utility meter data and layered data sets, advanced analytics, and personalized customer engagements that help businesses better understand and reduce their energy consumption.

We deliver cost-effective solutions for over 25 utilities across North America.

Position Summary

Join Power Take Off's innovative Virtual Commissioning™ (VCx™) Program as a Customer Outreach Specialist. Through email and phone calls, you will reach out to numerous prospective customers, establishing contact and scheduling virtual meetings between the customer and a Power Take Off Energy Advisor, who will further assist the customers to implement energy savings opportunities.

Key Responsibilities

• 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
• Demonstrates reliable and consistent organization and time management practices

• 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

• Partner 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

Key Qualifications

• 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…