Ameresco Logo

Ameresco

Customer Onboarding Specialist

Posted Yesterday
In-Office or Remote
Hiring Remotely in Westborough, MA
Junior
In-Office or Remote
Hiring Remotely in Westborough, MA
Junior
Manage new project onboarding using Smartsheet and AssetPlanner modules, import customer, contract, budget and inspection template data, coordinate with customers and internal stakeholders, ensure timely completion and adherence to onboarding SOPs.
The summary above was generated by AI

Ameresco, Inc. (NYSE:AMRC) is a leading energy solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. We are a trusted, full-service partner to public sector and government entities, K-12 schools, higher education, utilities, and healthcare customers across the U.S., Canada, the U.K., and Europe. 

At Ameresco, we show the way by developing, constructing and operating tailored smart energy efficiency solutions, distributed energy resources, and infrastructure upgrades that drive cost savings, resilience, decarbonization, and innovation. Our comprehensive portfolio is built to address the challenges of today and adapt the future, ensuring long-term sustainability and success for our customers.

Ameresco is currently looking for a Customer Onboarding Specialist (COS) to work with the Customer, Director of Operations, Sales Manager, and Director of Financial Planning and Analysis to complete new project onboarding per Ameresco’s Project Onboarding Standard Operating Procedure.  The COS will report to the Director of Financial Planning and Analysis. This position will work remotely.

Responsibilities:

  • Maintain and manage to completion new projects being onboarded on the Smartsheet© program.

  • Import customer and project data into AssetPlanner’s Service request support module.

  • Import contract and budget data into AssetPlanner’s contract planning module.

  • Create and import all inspection templates into AssetPlanner maintenance dispatcher module.

  • Perform other duties as assigned.

Minimum Requirements:

  • Bachelor's Degree in appropriate field of study or equivalent work experience.

  • Minimum of 2 years of experience in account management/customer interfacing roles.

Additional Qualifications:

  • Proven organizational and communication skills.

  • Experience and proven ability to learn new computer programs.

  • Proven ability to manage multiple projects at a time while paying strict attention to detail and project deadlines.

  • Excellent verbal and written communications skills.

  • Solar construction and/or operations and maintenance experience is a plus.

  • Demonstrated expertise in Microsoft Excel, including complex formula creation to support data entry, analysis, and reporting.

  • Highly proficient working with Microsoft Office with the ability to quickly learn other computer applications.

  • Self-motivated and able to thrive in a results-driven environment.

  • Natural relationship builder with integrity, reliability and maturity.

  • Ability to prioritize among competing tasks.

  • Critical thinking and problem-solving skills.

  • Excellent time and project management skills, while always looking to improve inefficient processes.

  • Attention to detail and adherence to deadlines.

#LI-CZ1

Ameresco challenges the brightest, most talented, and creative individuals in the industry by providing an environment that fosters initiative and achievement. We are proud of our comprehensive and competitive employee benefits, including people-oriented insurance, investment, and incentive plans.

All official communications from Ameresco will originate from an @ameresco.com email address. Any correspondence from other domains should be regarded as fraudulent. Please report any suspicious activity to the platform where the issue was encountered. For further inquiries or concerns, please contact us at 1-866-AMERESCO 

Ameresco is an Equal Opportunity Employer. 

Similar Jobs

Yesterday
Remote
United States
25-30 Hourly
Entry level
25-30 Hourly
Entry level
eCommerce • Other • Hospitality
Lead one-on-one onboarding calls and personalized demos, proactively reach out to inactive members, prepare for and follow up on conversations, provide resources and next steps, and escalate larger opportunities to Account Managers. Part-time (up to 20 hrs/week), temporary through year-end with potential to extend.
Top Skills: CalendlyCall Recording SoftwareCRMGoogle WorkspaceLoom
Yesterday
Remote
United States
Entry level
Entry level
Artificial Intelligence • Insurance • Software • Automation
Own post-sale onboarding: run initial calls, get clients hands-on with the browser extension, respond to support, monitor usage, collect product feedback, schedule check-ins, and drive activation and retention.
Top Skills: Ams SystemsBrowser ExtensionCarrier PortalsChatPhoneRaters
4 Days Ago
Remote
USA
50K-55K Annually
Junior
50K-55K Annually
Junior
Software
Guide paid clients through post-sale onboarding of Subsplash products, provide consulting and creative direction, teach platform use, quality-review apps, troubleshoot complex issues, and collaborate to improve client experience and adoption.
Top Skills: AsanaGoogle AppsJIRAPhotoshopSnappagesSubsplash PlatformZendesk

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account