What are the responsibilities and job description for the Solara Home Energy -Customer Financing Specialist (Wildomar, CA) position at Mars Energy Development?
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Customer Financing/Experience Specialist
Join Our Team at Solara Home Energy!
Solara Home Energy is an innovative alternative energy company dedicated to empowering customers with sustainable energy solutions. As we grow, we are carefully crafting a sales team that values collaboration, supports one another, and prioritizes customer satisfaction.
This is a fully on-site position based at our office, providing a unique opportunity to be an integral part of our dynamic and supportive team.
Position Summary
The Customer Financing/Experience Specialist will report to the Sales Manager and play a key role in supporting Solara’s network of Third-Party Dealers and Sales Representatives through project intake assessments.
In this role, you’ll conduct accurate pre-surveys to help customers select optimal options, create detailed scopes of work, manage projects using our CRM, and ensure project viability with regular account reviews. Acting as a critical link between Solara’s partners and sales team, you’ll host consultations, review contracts, and oversee finance documentation to maintain a seamless customer experience.
Key Responsibilities
- Develop a foundational understanding of solar energy systems, required documentation, contracts, and finance processes.
- Review contracts and financing information for accuracy and compliance.
- Verify property ownership and manage documentation requirements.
- Ensure all paperwork is complete, accurate, and uploaded into the Solara CRM.
- Document additional project costs and track progress toward daily, weekly, and monthly KPI goals.
- Maintain familiarity with financing products, equipment, pricing structures, and state/utility requirements.
- Perform additional tasks as assigned to support team success.
Qualifications
Education
- High school diploma or GED required.
Experience
- 1 year of solar operations experience preferred.
- 1 year of experience with CRM or project management software preferred.
- 1 year of accounting, contract review, or document management experience preferred.
Why Join Solara Home Energy?
At Solara, you’ll be part of a forward-thinking company passionate about renewable energy and creating an excellent experience for customers. If you’re detail-oriented, customer-focused, and ready to make an impact in the solar energy industry, we want to hear from you!
Apply today and help us build a brighter, sustainable future.
