Contract Coordinator

PetersenDean

SUMMARY

This position is responsible for supporting the Sales Contract Manager to ensure successful Contract Execution, for both Roofing and Solar Retrofit.

Essential Job Duties and Responsibilities:

  • Confirm status of contract documents of all closed deals with all PD Sales Associates
  • Receive, reconcile and submit completed, signed contract documents for all Roofing and Solar sold deals
  • Maintain CRM (Salesforce) for both Solar and Roofing Residential Retrofit
  • Run CRM Reports to aid in responsibilities as required by Management
  • Serve as point of contact to Sales and Project Management once project is turned in to Operations and becomes a project
  • Understand Monthly Promos.  Track and maintain Sales Log when needed.
  • Understand Monthly financing options and current dealer fees
  • Understand Solar Rebate Reservation/Interconnection process and be familiar with the documentation requirement for CA Utility Companies

Knowledge, Skills, and Abilities:

  • Excellent communication and organizational skills
  • Must be self-driven, highly motivated, detail oriented and able to work with minimal supervision
  • Ability to work under stress to meet deadlines
  • Ability to prioritize and multitask
  • Must be a team player
  • Good overall computer skills
Main Contact Phone Number
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