Energy Advisor I

Energy Advisor I

Power TakeOff is seeking an Energy Advisor I to recruit and engage business, institutional, and commercial customers where energy savings opportunities have been identified through email and phone calls. This position requires sales and account management skills including cold calling, customer meeting facilitation and the ability to communicate energy efficiency concepts to drive energy savings.

Someone who has an engaging virtual presence, is excited about learning and leveraging technical energy efficiency material and can maintain an organized pipeline will enjoy this position. The first few weeks of the position will focus on training and you will have ongoing support from your manager and team to help you be successful. As a company, we thrive on coaching and possess growth mindsets to help us view challenges as opportunities.

About Power Takeoff, Inc.

Power TakeOff is a leading provider of software and implementation solutions in the utility industry, specializing in energy efficiency and demand side management (DSM). Our mission is to identify and deliver data-driven solutions to guide our partners and their communities to a lower carbon future. We drive our sustainability impact through software and services leveraging utility meter data and layered data sets, advanced analytics, and personalized customer engagements that help businesses better understand and reduce their energy consumption. We deliver cost-effective solutions for over 25 utilities across North America.

Position Summary

Energy Advisors are vital to the success of the Virtual Commissioning (VCx) Program, designed and implemented by Power TakeOff. Energy Advisors provide recommendations and remote support for participants to implement energy saving actions. After the participant has implemented the recommended changes, Energy Advisors monitor their smart meter data and work with our internal Measurement and Verification (M&V) team to confirm the energy savings.

Key Responsibilities

Training Program Participation and Technical Knowledge Application

• Participates in in-depth training on outreach competencies and energy efficiency
• Learns to interpret reports and data to use data to drive energy-savings decisions
• Follows established playbooks and seeks help for issues outside of their experience
• Builds confidence in explaining energy program information and answering questions

Sales & Customer Management

• Develops steady outreach activity and meeting volume to establish baseline performance
• Builds foundational outreach and customer management skills to manage a portfolio of customers using a pre-defined outreach plan
• Leverages emotional intelligence to build positive relationships with customers, adapting to their approach and needs
• Demonstrates strong meeting facilitation skills that drive behavior change

Account Management

• Learns how to effectively leverage systems like Outreach.io and Salesforce to keep customer information organized
• Completes accurate documentation and follows program processes consistently

• Develops consistency in follow-ups and keeps thorough documentation
• Understands QC standards and is responsible for basic QC on their own handoffs
• Builds proficiency in handoffs, reporting, and pipeline hygiene
• Leverages AI to promote efficiency and effectiveness

Team Engagement

• Participates in team discussions and helps build a positive team environment
• Demonstrates reliability and accountability for their work, proactively asking for help
• Participates actively in pod meetings and discussions
• Demonstrates persistence and resiliency in the face of challenges
• Adapts to change professionally and effectively
• Accepts and responds to feedback to support ongoing development and success

Key Qualifications

• 1+ year of professional experience, preferably in sales or business development
• Comfortable engaging and talking with prospective clients via cold calls, emails and meetings
• Ability to use/learn customer relationship management (CRM) systems (e.g. Salesforce, Outreach.io) and other software tools to effectively organize and manage a customer engagement pipeline and support tracking and reporting to maintain organized records
• Comfort leveraging AI to support workflows
• Interest in working with prospective businesses to collaboratively problem solve and implement energy saving actions
• Interest in analysis and data interpretation to identify and solve problems
• Knowledge of and/or interest in energy efficiency concepts and application
• Ability to work in a remote team environment
• Willingness to receive and provide feedback to achieve shared goals
• Consistently positive and professional communications, even under pressure
• Self-motivated with a strong work ethic
• Exceptional oral and written communication skills
• Bilingual abilities are a plus

Location and Travel

Power TakeOff is a 100% virtual company with no physical office location. However, many employees are based in two hubs in the areas around Denver, CO and Kitchener-Waterloo, Ontario. Residence in one of these two hubs is desired but not required, and relocation assistance will not be provided for the position. This position is eligible for employment in the United States.

Travel is not expected for this position. Power TakeOff will cover the associated accommodation and travel expenses for any company travel.

Compensation and Benefits

The total expected salary compensation for employees residing in the U.S. is $52,500 USD per year. This position is also eligible for a performance-based bonus plan.

Benefits include:

• Medical Insurance, including vision and dental
• Health Savings Account contributions
• Retirement plans with company matching
• Student Loan Incentive Repayment Program (eligible 12 months after employment)
• Generous time off, including:
• 15 paid vacation days, increasing to 20 after the first year
• 7 flexible well-being days
• At least 9 paid holidays
• All company winter break between Dec. 25th and Jan. 1st
• Summer "Friyays", from June through August we get each 2nd and 4th Friday off!

Join our team and play a key role in driving positive impacts for our business, our customers, our utility clients, the environment, and all of society!