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Description
Engage new and existing customers to evaluate solar needs, recommend tailored solutions, and deliver accurate proposals and cost estimates to drive sales.
  • • Generate and qualify solar leads to build a strong sales pipeline.
  • • Conduct discovery to collect utility bills, usage patterns, and project goals.
  • • Recommend solar products, system sizes, and configurations based on site and budget.
  • • Prepare and deliver proposals, quotes, contracts, and presentations.
  • • Estimate energy production and savings considering orientation, shading, and climate.
  • • Conduct preliminary site assessments using remote tools and basic measurements to pre-qualify projects.
  • • Explain pricing, warranties, timelines, financing options, incentives, and tax credits.
  • • Educate customers on solar technology, equipment options, and service offerings.
  • • Negotiate terms, handle objections, and close sales to meet targets.
  • • Coordinate with design, engineering, and installation teams to align layouts and expectations.
  • • Manage quote requests, agreements, and orders in the CRM.
  • • Develop and execute outreach and marketing activities within the assigned territory.
  • • Track pipeline metrics and provide accurate sales forecasts and reports.
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Tasks & skills: O*NET occupational data (work activities, skills, knowledge). Learn more
Sources & Standards: This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
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