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Customer Advisor

Company: Ecology Action
Location: Santa Cruz
Posted on: November 21, 2022

Job Description:

Electric Vehicle Charging Customer Advisor
CONTEXT OF POSITION
Ecology Action (EA) is rapidly expanding its scale and role to accelerate California's response to the climate crisis. Since transportation emissions make up over half of all emissions, our team is scaling its work in transportation electrification. Our Multifamily Electric Vehicle (EV) Accelerator Initiative will install level 1 and level 2 EV charging stations in low- and moderate-income apartment communities while helping apartment residents learn about incentives for purchasing plug-in electric vehicles (PEVs) and the associated benefits of PEV ownership. With funding from the California Energy Commission and matching funds from Community Choice Aggregation (CCA) agencies, the initiative will install 375 new EV charging ports at an estimated 76 sites, serving roughly 3,800 residential dwellings. The project aims to increase electric vehicle adoption and scalability in the affordable multifamily sector, helping to achieve the goals of CEC's Clean Transportation Program and the governor's Executive Order N-79-20.
To accomplish these objectives, the EV Charging Customer Advisor supports multi-family property operators throughout the EV charging installation and commissioning process. This critical role conducts initial site surveys, schedules technical site assessments, presents design and equipment selection options to customers, prepares project agreements, coordinates installations with program contractors, and schedules resident education and outreach to raise awareness about EVs and charging equipment installed. The Electric Vehicle Charging Customer Advisor role supports a growing team of staff and electrical contractors to market, identify, design, and install low-power and level 2 load managed electric vehicle charging opportunities at multi-family residential housing properties from the Monterey and Fresno Counties in the south to the Bay Area and Sacramento Valley in the north.
RESPONSIBILITIES
Project Administration

  • Coordinate with contractors to secure project construction estimates and costs, process contractor invoices and assist with budget forecasting.
  • Track project milestones and tasks in customer management database.
  • Maintain accurate and organized records of required documents.
  • Inform direct installation program workflows and processes in collaboration with project operations team.
  • Participate in team and staff meetings.
    Stakeholder Engagement
    • Collaborate and coordinate with project partners.
    • Conduct meetings with apartment community and facility managers of housing organizations to identify priority project sites for EV charging installations.
    • Coordinate with apartment community managers, internal staff and regional subcontractors to conduct apartment resident outreach where EV charging stations are installed.
      Project Implementation
      • Conduct initial site walks with property operators to identify optimal parking spaces for EV charging stations near common electrical panels.
      • Communicate with multi-family property operators to identify and document electrical loads, site constraints, parking logistics and preferences for shared or assigned EV charging.
      • Schedule and participate in technical site assessments with community and facility managers and staff.
      • Present EVSE software payment settlement options that meet multi-family property operators' operational needs.
      • Prepare site-specific scope of work and project design.
      • Coordinate preparation of construction estimates with direct installation contractors. Evaluate projects for cost-effectiveness.
      • Present scope of work and construction estimates to multifamily property operators. Secure approval on project agreements.
      • Prepare contractor agreements and issue notices to proceed to contract for EV charging station installations.
      • Support multi-family property operators with construction project management and equipment commissioning.
      • Coordinate with contractors regarding equipment troubleshooting, maintenance and operations requests.
      • Generate recommended strategies for increasing program impact and team functionality. Respond to challenges in program delivery.
      • Work with EA's Business Analytics team to refine enterprise applications for project and contractor management and reporting.
        EDUCATION AND EXPERIENCE
        • 5 years' project management experience delivering EVSE installation programs, energy efficiency solutions, or other construction and electrical trade related retrofits, preferably in multi-family communities, and/or public and commercial properties.
        • Experience managing multiple contractors and construction projects across multiple jurisdictions.
        • Experience with project management fundamentals (work planning, scheduling, resourcing, budget management).
        • Bachelor's degree or equivalent work experience in Business Administration, Construction Management, Electrical Engineering, Environmental Studies, Community Studies or other degree related to the role.
          KNOWLEDGE, SKILLS AND ABILITIES
          • Proven ability to provide excellent and responsive customer service.
          • Ability to manage multiple project construction budgets with impeccable accuracy.
          • Ability to develop and execute detailed implementation and management plans incorporating objectives and details from multiple contracts.
          • Ability to work effectively across departments.
          • Excellent time management skills, including an enhanced ability to prioritize.
          • Excellent and professional communication (both written and verbal).
          • Strong and professional interpersonal, relationship building, and facilitation skills. An orientation to collaboration and vulnerability-based trust.
          • Proficiency with variety of tech platforms, such as Asana, MS Teams, Zoom, MS Outlook, MS Office Suite.
            REQUIRED QUALIFICATIONS
            • Valid California Class C Driver's license, a reliable personal vehicle available for work purposes (mileage reimbursement provided), and current automobile insurance.
            • Interest in transportation justice, including helping community members to access safe, healthy, reliable, and affordable transportation supporting access to jobs, education, culture, and recreation.
            • Deep commitment and passion to work for a future where all people can thrive on a thriving planet.
              DESIRABLE QUALIFICATIONS
              • Master of Business Administration (MBA) or degree in Construction Management from an accredited institution of higher education.
              • General contractors license or C-10 electrical contractors license in the state of California.
              • DIR certified electrician or completed an apprenticeship program in the state of California.
              • Ability to read electrical plans and single-line drawings.
              • Familiarity with drawing software programs.
              • Experience in the EV market transformation space, including accessing rebates for, and/or owning electric vehicles.
              • Experience working with affordable housing organizations in California.
              • Familiarity or experience with public agencies and nonprofits working on sustainable transportation and transportation electrification policy and programs in California.
              • Familiarity with CA electrical code, Cal-Green code, and permitting requirements for EV charging stations.
              • Experience with customer resource management tool systems deployment.
              • Work or volunteer experience in the fields of community climate programming, community organizing, government/utility funded environmental programs or related fields.
              • Experience working in a "start-up" environment
              • Lived experience as a person of color and/or living/working in low-income and under-resourced communities and/or low-income multifamily housing.
              • Lived experience in diverse communities.
              • Fluency in Spanish, Mandarin, and/or Vietnamese.
              • Training in Crucial Conversations, or related conflict resolution skills.
                WORK ENVIRONMENT
                This position is a hybrid role, working from home and traveling to project sites throughout central and northern California1. . The candidate must live or be willing to relocate to the project area. The position may also work out of the Santa Cruz, CA headquarters based on business needs.
                Physical Demands:
                The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, talk, and hear, and use a computer keyboard and monitor. The employee must occasionally lift and/or move up to 25 pounds.
                Compensation:
                Ecology Action offers a competitive salary and a generous benefit package that includes medical, dental, vision and flexible spending benefits; a 401k-retirement plan with a 4% match; and group life insurance. Driving an insured personal vehicle on company business is required, and mileage reimbursement is provided at the Federal rate.
                Professional development benefits of the position:
                • Gain experience with hard-to-reach community engagement and case management.
                • Receive training on the electric vehicle marketplace, EV charging infrastructure, and state and local rebates available for EV ownership, and auto loan financing.
                • Gain a deeper understanding of barriers and solutions to California's transition to 100% ZEVs sales by 2030.
                • Network and collaborate with professionals in the region working on climate change and transportation justice.
                • Receive support and guidance on career exploration and professional development.

                  Ecology Action does not offer a company-paid relocation program.

Keywords: Ecology Action, Santa Cruz , Customer Advisor, Professions , Santa Cruz, California

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