Energy-Storage Onboarding Specialist 32 views



As Customer Onboarding Specialist, you will be responsible for supporting the client and the months-long deployment of their newly acquired Stem systems. You will welcome the client to the organization, work with internal and external stakeholders to fulfill requirements and keep the client satisfied as you ensure the installation process continues to advance. You will be part of a commercial team of bright and dedicated professionals tackling a major business opportunity, extend industry leadership, and make a real difference in the transformation of our energy infrastructure.

This position requires a driven and talented professional with strong customer service capabilities, solid problem solving skills, a collaborative work ethic, and a stellar sense of organization & prioritization. This role is positioned within the Customer Success organization.

Key Responsibilities

  • Coordinate installation kick-off with field project managers and represent customer success organization in that milestone
  • Own the coordination and fulfillment of the checklist of project requirements, collaborating with internal and external stakeholders to gather and record various data points
  • Perform outbound outreach to client to solicit various utility authorization forms and other approvals
  • Proactively & consistently communicate project status updates throughout deployment
  • Coordinate with and request action from internal stakeholders as needed to prevent future deployment roadblocks
  • Introduce the client to their assigned customer success staff once system deployment ends
  • Assist with special projects and related customer outreach efforts as needed
  • Apply a continuous improvement approach and implement scalable, repeatable & predictable support processes

Required Skills

  • Exceptional communication skills both written & verbal
  • Strong interpersonal skills & proven success in cross-functional collaboration
  • Ability to independently & effectively manage workflows and multiple priorities while meeting deadlines in a fast-paced, dynamic environment
  • A common sense approach to problem-solving fueled by the intellectual curiosity to spot future problems & identify new solutions
  • Proficient with Excel, comfortable with Salesforce, familiar with Jira, and any with experience with CRM or SaaS support software is a plus
  • Comfortable handling a large volume of emails and phone calls
  • A healthy obsession on customer satisfaction and the customer experience, and a willingness to be its internal advocate
  • The ability to self-direct as circumstances change and priorities shift, based on organizational needs, without constant & overt micromanagement
  • Experience interacting with the utility is a plus

Required Experience

  • B.S. or B.A. in business management, marketing, engineering, finance, economics or equivalent
  • Minimum 1 years of professional experience in an external customer facing role
  • Proven results in current role
  • Prior energy experience a plus

Job LocationMillbrae, California, United States




More Information

  • Term Entry
  • Company Stem