Description
Advise customers on solar solutions by assessing energy needs and sites, recommending systems and financing, preparing proposals, and guiding them through purchase and installation.
- • Facilitate contract execution and order processing in CRM.
- • Generate and qualify solar leads through referrals, events, and digital outreach.
- • Gather utility data and site details to identify customer energy needs.
- • Conduct remote or on-site assessments using tape measures, compass apps, photos, and modeling software.
- • Select and size solar systems based on load, roof conditions, shading, and budget.
- • Model solar production and savings considering climate, orientation, and shading.
- • Prepare customized proposals, quotes, contracts, and presentations.
- • Explain incentives, tax credits, financing, warranties, and funding options.
- • Create bundled energy solutions, such as storage, EV charging, or efficiency upgrades.
- • Review preliminary designs, specifications, and equipment lists with project teams.
- • Provide clear technical education on solar technology, equipment, and performance monitoring.
- • Coordinate site surveys, permits, and installation timelines with installers.
- • Plan and report on outreach and territory strategies, pipeline health, and forecasts.
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Available on paid plans only
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Marketing & Sales
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Last reviewed: Jan 2026
