Trade Ally Manager

This is a fully remote position, open to applicants in Washington.

📋 Description

• Assist in achieving trade ally participation, engagement, and recruitment objectives through outreach, relationship building, and account management.

• Implement outreach initiatives targeting manufacturers, distributors, contractors, and other market stakeholders.

• Develop and sustain relationships with trade allies, contractors, distributors, manufacturers, and market participants.

• Manage regular communication and follow-up with trade allies and internal contacts.

• Investigate and document responses to trade ally inquiries, directing questions to program personnel as needed.

• Aid in outreach campaigns, engagement initiatives, and trade ally participation programs.

• Support local meetings, training sessions, events, and activities aimed at building relationships.

• Investigate issues related to participation, documentation inconsistencies, and submission inquiries; escalate non-standard problems as necessary.

• Verify program documentation, participation records, and submissions for completeness and precision.

• Adhere to established procedures to resolve routine participation and process-related challenges.

• Update CRM systems, outreach logs, dashboards, and participation tracking tools.

• Compile and report basic participation metrics, outreach efforts, and trade ally engagement details.

• Record stakeholder interactions, participation updates, and program feedback.

⛳️ Requirements

• Must reside in the Spokane, WA area.

• High School diploma or equivalent experience required.

• At least 2 years of professional experience in customer service, program support, outreach, sales support, administrative operations, or a related field.

• Experience working with external stakeholders, customers, contractors, vendors, or trade partners.

• Proficiency in maintaining records, tracking activities, and adhering to established processes and protocols.

• Capability to execute assigned outreach and engagement activities following established guidelines.

• Knowledge of customer service, relationship management, or stakeholder support principles.

• Familiarity with CRM systems, databases, spreadsheets, or other business tools for record-keeping and documentation.

• Excellent written and verbal communication skills.

• Ability to juggle multiple tasks simultaneously while paying close attention to detail.

• Proficient in Microsoft Office applications and related productivity software.

• Ability to work independently on assigned projects while seeking guidance when necessary.

• Willingness to travel regionally/locally (10-40% depending on program, team) and occasional travel (under 5%) for conferences and to the west coast.

• Authorization to work in the U.S. indefinitely.

• Must undergo a mandatory background check and drug screening.

• Bachelor's degree in a relevant field is preferred.

• Certifications such as Certified Energy Services Professional (CESP – AESP), CRM Platform Certification, or Utility or Program-Sponsored Trade Ally are preferred.

• Experience in supporting energy efficiency, sustainability, utility, or incentive-based programs is preferred.

• Background in outreach, customer service, participant engagement, or account support activities is preferred.

• Knowledge of the HVAC, building envelope, and/or water heater industries is preferred.

• Familiarity with CRM platforms such as Salesforce or Microsoft Dynamics is preferred.

• Understanding of trade ally, contractor, distributor, or market-partner engagement practices is preferred.

🏝️ Benefits

• Comprehensive retirement plan.

• Medical insurance coverage.

• Dental insurance benefits.

• Vision insurance options.

• Additional pre-tax contribution plans available.

• Employee Stock Ownership Plan (ESOP).

• Primarily remote work environment.

• Reasonable accommodations for individuals with disabilities.