Trade Ally Manager I

The role

The Trade Ally Manager I supports market engagement and outreach activities for energy efficiency programs. This person assists manufacturers, distributors, and contractors with program participation by providing information and responding to inquiries.

What you will do

• Support trade ally participation, engagement, and recruitment goals through outreach and relationship development
• Execute outreach activities to manufacturers, distributors, contractors, and other market actors
• Build and maintain working relationships with trade allies and market participants
• Coordinate routine communication and follow-up with trade allies and internal stakeholders
• Research and document responses to trade ally inquiries
• Support implementation of outreach campaigns and engagement activities
• Assist with in-market outreach activities including local meetings, trainings, and events
• Research participation issues and documentation discrepancies
• Validate program documentation and participation records for accuracy
• Update CRM systems, outreach records, and participation tracking systems

Required qualifications

• High School diploma or equivalent experience
• 2 years of professional experience in customer service, program support, outreach, sales support, administrative operations, or a related role
• Experience working with external stakeholders, customers, contractors, vendors, or trade partners
• Experience maintaining records, tracking activities, and following established processes and procedures
• Ability to execute assigned outreach and engagement activities using established guidance
• Understanding of customer service, relationship management, or stakeholder support principles
• Experience using CRM systems, databases, spreadsheets, or other business systems
• Strong written and verbal communication skills
• Ability to manage multiple tasks simultaneously while maintaining attention to detail
• Proficiency with Microsoft Office applications and related productivity tools
• Ability to work independently on assigned tasks while seeking guidance when needed
• Ability to conduct business travel regionally/locally (between 10-40% depending on program, team) and occasional travel (less than 5%) to conferences and to the west coast

Nice to have

• Bachelor’s degree in a related field
• Certified Energy Services Professional (CESP – AESP)
• CRM Platform Certification (e.g., Salesforce or Microsoft Dynamics Fundamentals)
• Utility or Program-Sponsored Trade Ally
• Experience supporting energy efficiency, sustainability, utility, or incentive-based programs
• Experience performing outreach, customer service, participant engagement, or account support activities
• Familiarity with the HVAC, building envelope, and/or water heater industries
• Familiarity with CRM platforms such as Salesforce or Microsoft Dynamics
• Understanding of trade ally, contractor, distributor, or market-partner engagement practices

Benefits

• Retirement package
• Medical insurance
• Dental insurance
• Vision insurance
• Other pre-tax contribution plans
• Employee Stock Ownership Plan (ESOP)

Before you apply

• Not accepting applications from candidates residing in Delaware, Kentucky, Mississippi, Montana, Nebraska, and North Dakota
• Information will be requested to perform the compulsory background check
• A drug screen is a precondition of employment
• Authorization to work in the U.S. indefinitely is a precondition of employment
• Use of artificial intelligence (AI) tools or other means to generate or assist with responses during interviews is strictly prohibited

About the company

Energy Solutions focuses on large-scale energy, carbon, and water-use savings through market-based programs. Since 1995, they have offered performance-based solutions for utility, government, and institutional customers.