Job Summary:
Project Development Specialist Position will be a part of the finance team. Ensuring policies and procedures are being followed.
In this role, the Project Development Specialist must be familiar with Accounting and CRM platforms, overseeing the creation of customer accounts within each platform, ensuring an accurate recording and transfer of data between internal platforms and external sites. Often managing numerous client accounts at once. Responsibilities include the ability to prioritize workload, meet predetermined deadlines and assist with special projects as needed
This role requires strong organizational skills, attention to detail, and the ability to manage multiple tasks simultaneously. Effective communication and collaboration with various departments, including sales, operations, and finance. Provides administrative and clerical assistance to various departments. Will play a critical role in facilitating communication, coordinating tasks, closely collaborating with cross-functional teams to guarantee and ensure the smooth and successful flow of information and documentation between different parts of the company.
Supervisory Responsibilities:
Essential Functions and Core Responsibilities:
Review and verify internal contracts and sometimes also with third-party sites to create customer financial accounts in QBO.
Manage the internal naming convention and file creation within the CRM platform (Zoho).
Income recognition within our Accounting platform based on information within the CRM (Zoho)
Uploading project information through the CRM (Zoho), handling numerous cases for multiple branches.
Request information from sales representatives as needed.. Maintain good communication between the sales department and operations.
Assist in meeting department needs during the end-of-month closing process. .
Assist the team in reviewing Accounts Receivable reporting to support timely collections.
Calculate milestone payments for all branches and recording this information within internal platforms
Assist the team in verifying that customer and lender payments are correct.
Working with Sales and Operations to ensure integrity of the data.
Contribute ideas to make processes more efficient.
Be adaptable and perform additional duties as assigned and directed.
Requirements
Requirements, Education, Skills, Qualifications, and Experience:
Basic working knowledge of Quickbooks Online
Familiarity with CRM platforms
Familiarity with or ability to quickly learn external third-party platforms
Ability to prioritize and manage workload.
Good communication skills both internal and external
The ability to work calmly and efficiently
Must have a clean driver's license and background check
Must have a High School diploma or a GED, some college or a combination of education and experience
Works independently, as a team player, and drives results in a fast-paced, team based environment
Authorized to work in the US for any employer.
Keen attention to detail and accuracy
Positive attitude and strong work ethic
Coachable and self-motivated
Possess a learning mindset
Preferred: minimum of one year of Solar Photovoltaic Industry experience/knowledge
Benefits
Compensation & Benefits:
Long term stability in a fast-growing industry
Competitive compensation,
Paid Holidays
Generous 401(k) option
Dental insurance
Employer Paid Basic Life and AD&D Insurance
Employer Paid Long Term Disability
Optional Employee Paid - Voluntary Benefits
Health insurance
Life insurance
Paid time off
Vision insurance
Opportunity for career development and advancement with a rapidly growing company
High-energy, fun, and friendly culture
Benefits Package available after 60 days of employment. However, some items are subject to meeting eligibility.
Compensation
Compensation may vary based on role, level, experience, length of time in a position, and location. Candidates are not guaranteed to be at the high or low end of the compensation ranges presented. The Company complies with applicable federal, state, and local minimum wage requirements.
Benefits Package available after 60 days of employment. However, some items are subject to meeting eligibility.
ProSolar is proud to be an equal opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity, Inclusion & Belonging drives our ability to build diverse teams and develop inclusive work environments. AtProSolarwe believe that empowering people and valuing their differences will help us create a planet run by the sun for everyone.
We are committed to equal employment opportunity without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, or any other basis protected by law. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. If you have a disability or special need that requires accommodation, please let us know
