Solar Proposal Designer

Treantly • Remote • 3m ago

Description

Schedule: Full-Time (Remote)
Work hours: EST

Company Overview

We are a growing solar service company specializing in residential and commercial PV system operations, maintenance, and design. We’re looking for a Solar Proposal Designer who can turn technical field data into accurate, customer-ready proposals. The ideal candidate understands both the technical and practical aspects of solar systems and enjoys translating site details into clear, professional estimates that help clients make confident decisions.

Role Overview

The Solar Proposal Designer is responsible for creating detailed and accurate proposals for solar service work, including system repairs, remove-and-reinstall projects, maintenance services, and post-installation support. This role requires strong technical knowledge of PV systems, exceptional attention to detail, and the ability to interpret real-world site conditions—particularly for the post-installation process or solar systems that require ongoing service after the original installer is no longer active.

Key Responsibilities

Prepare detailed quotes for the post-installation process (or for customers who already have solar systems installed by another company), including requests for remove-and-reinstalls (R&R), preventative maintenance, corrective maintenance, critter guard installations, and related solar service work.
Review site photos, technician notes, and service reports to identify modules, inverters, racking systems, and balance-of-system components
Validate site information such as roof conditions, wiring paths, equipment serial numbers, and existing system layouts prior to finalizing proposals
Develop proposals for post-installation service scenarios, including systems transitioned from previous providers or requiring corrective rework
Collaborate closely with service managers, dispatch, and accounting to confirm labor scope, pricing, and timelines
Use CRM and quoting tools (Zoho CRM, RazorSync, or similar platforms) to manage service tickets, SKUs, and cost structures
Produce clear, professional, and transparent proposals that outline scope, assumptions, and inclusions for customers
Cross-check technician labor logs and field documentation to ensure estimates align with real site conditions and cost expectations

Requirements

Must-Have Qualifications

Strong technical understanding of PV systems, with the ability to identify components and system configurations from photos, diagrams, and field documentation
Proven experience creating detailed solar service proposals for post-installation (or for customers who already have solar systems installed by another company), including repair, maintenance, and reinstallation work. Candidates whose experience is pre-installation only (or customers who doesn't have solar system installed in their houses yet) need not apply.
Demonstrated knowledge of post-installation solar service workflows, including proposal creation for existing systems requiring takeover, correction, or long-term servicing
Solid foundational knowledge of roofing and electrical concepts related to solar installations, such as penetrations, flashing, conduit, and wiring paths
Proficiency with CRM and quoting platforms such as Zoho CRM, RazorSync, or equivalent systems
Excellent written communication skills with a professional, customer-facing tone
High level of accuracy and attention to detail, particularly when reviewing serial numbers, measurements, and assumptions
Analytical mindset with the ability to convert field data into structured, cost-based proposals
Reliable and collaborative, able to work effectively across operations, service, and accounting teams

Nice-to-Have Skills

Experience using AutoCAD, Helioscope, or Aurora for array visualization or spacing validation
Familiarity with NEC 690/705 requirements and local permitting or AHJ standards
Background in insurance restoration estimating or Xactimate-style pricing
Ability to analyze margins, profitability, or performance metrics using Excel or Google Sheets
Knowledge of common roofing systems (asphalt shingle, TPO, EPDM, metal) and their impact on solar mounting
Familiarity with major racking and hardware manufacturers such as IronRidge, Unirac, SnapNrack, or EcoFasten
Exposure to solar service partner ecosystems and third-party ownership platforms

Ideal Candidate

The ideal candidate enjoys the technical side of solar service work and thrives in a structured, detail-focused environment. You are comfortable working with existing systems, interpreting imperfect or legacy documentation, and producing clear, accurate proposals that reflect real-world conditions and support high-quality service delivery.

Benefits