Stephanie Spiess

Lead Concierge

• Manage a pipeline of solar jobs from start finish
• Handle dealer & homeowner communication with a high level of professionalism and customer service
• Ability to work effectively with a team
• Coordinate project updates with internal departments as appropriate
• Update ESP and lender reports
• Develop cost effective solutions to project issues
• Work with Operations to monitor projects and ensure they stay on track
• Meet with our dealers on Monthly, Bi-weekly or Weekly "pipeline reviews" meetings to discuss the status of their projects
• Meet with Operations department heads regarding complex projects
• Track project credit expiration dates
• Manage Escalations
• Schedule appointments, handle confirmations and rescheduling if necessary
• Daily phone calls with customers, main point of contact for clients
• Discuss Solar design plans with clients and handle change requests if necessary
• Lender/Purchase/PPA change order submissions and confirm all parties have signed
• Experience with Aurora software
• Assist other team members with document resigns, customer/sales representative escalations
• Provide guidance & support to team as needed
• Train new employees and ensure ongoing development
• Ensure work is completed on time and meets quality standards.
• Communicate company updates, goals, and expectations to the team.

Project Acceptance Member

• Verify the accuracy and completeness of project documentation submitted by dealers & sales partners
• Submit projects to financing lenders after careful review
• Assess pre-install roof condition; generate a roof bid if unsuitable for install
• Determine electrical interconnection method and identify need for service panel upgrades or best method for the customer & ESP while following Utility rules and regulations.
• Regularly communicate with internal and external partners, doing so with clarity and professionalism
• Synthesize information from multiple sources and formats to determine project viability and eligibility to have successful installation.
• Verify production, placement using solar technology.
• Apply best practices to project reviews in the areas of documentation compliance, financing, and PV construction
• Efficiently manage competing priorities and deadlines
• Approach challenges with creativity and a solutions-focused mindset
• Collaborate with and support other operations teams
• Adjust to evolving systems, processes, and responsibilities
• Data entry, enter in documents & information provided from sales partners.
• Aurora software experience

Assistant Manager:

• Coordinate solar project from start to completion. Completing outbound calls and provide necessary updates throughout the process.
• Keeping track of phone coverage inbound and outbound
• Be a team player and a team leader, lead by example
• Collection phone calls and directing homeowners on ways to make payments
• Share information in the team meetings to educate others on similar situations.
• Assist Management in keeping tasks and communication on track
• Be an excellent listener and communicator
• Provide timely responses to homeowner's and to internal teams regarding projects
• Provide updates on homeowner's solar project until completion
• Confirming appointments
• Manage the workload to keep on top of multiple tasks
• De-escalate any rising issues and provide details on resolutions.
• Be inquisitive and find the source of the problem, involve others if needed
• Understand the dynamics of the multiple steps in the Solar installation process, plan ahead to ensure a smooth transition in between steps.
• Can handle a pipeline up to 350 jobs
• Work from home

• Go over each vehicle sale, check each contract for all signatures from customer and salesman. Make sure payments match computer. Fill out forms per different situations such as 8300, 262, statement of facts etc. If vehicle has a lien holder make sure all documents are present and completed that are necessary for deal to be funded.
• Entering invoices into computer and filing into each individual jacket (file)
• Send out mail invoices, write check and keep record of invoices for the each vender
• Handle product cancellations such as GAP and warranty. Send out cancellation form then distribute refund to either lien holder or customer depending on the circumstances
• Add inventory to computer, each time a new vehicle is purchased I will enter vehicle information, cost, whom it was purchased by, and pictures. I will then print supporting documents such as bill of sale, auto check and car fax.
• Posting vehicle ads to different sites, mostly craigslist and web manager
• Inputting title information into computer and organize based on “stock number”
• Keep track of titles, I keep a detailed list on where each title is. If it has been longer than 30 days I begin contacting auctions/banks to track down when title will be received.
• Help with DMV registration such as filling out back of title to transfer vehicle into new customers name with correct lien holder if necessary. Send out refunds based on how much was charged at time of sale
• Once DMV registration is complete the file is filed away by sold date