Documentation Specialist Job at Insight Global, San Ramon, CA

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  • Insight Global
  • San Ramon, CA

Job Description

JOB DESCRIPTION

As our client partners with homeowners who are going solar or using electric cars to promote renewable energy sources, customers need to submit an application to our client for the energy they are generating to be stored in the electric grid. Our team is responsible for the processing of these applications for home and small business owners. On a day-to-day basis, they will be responsible for performing all/some of the following tasks, which are dependent on the project scope and role assigned:

Application Review

• Sending out invoices to customers

• Processing applications: reviewing application, building permits and other equipment documentation, ensuring applications are accurate, detecting issues and correctly submitting defects or passing along to engineering review if applications are accurate.

• Respond to customer follow up emails related to defect follow up, project status, delay notices, etc.

• Analyzing issues with projects and utilize problem solving skills to determine best action to be taken and move project forward

• Help develop documentation such as job aides, process flow charts, etc. Engineering Review

• Work with Distribution Planning to determine how solar installations affect the client’s network, including follow-ups with installers based on the feedback provided by the Distribution Engineers

• Use mapping and reporting tools to determine if the Transformer is sufficient to support the solar capacity being installed

• Respond to customer follow up emails related to defect follow up, project status, delay notices, etc. Meter/Variance Review

• Work with Metering Engineers, including follow-ups with installers based on the feedback provided by the Engineers

• Reviews solar installation plans and check the interconnection method shown by the technical diagrams

• Respond to customer follow up emails related to defect follow up, project status, delay notices, etc. Field Metering Review

• Facilitate coordination of onsite inspections and meter related work such as change outs and meter installation between installer and internal contacts

• Submit request for the Field Verification

• Communication with internal partners regarding onsite inspection findings to update the customer record in SAP and provide follow-ups to installer as needed

• Respond to customer follow-up emails related to defect follow up, project status, delay notices, etc.

REQUIRED SKILLS AND EXPERIENCE

• Administrative, document processing or review experience

• Completed a Bachelor’s degree in IT, Business Management, Engineering, similar

• Technical proficiency, exposure to a management system or software life salesforce, Smartsheet's, customer systems, etc.

• Strong attention to detail

• Good communication, both verbal and written

• Team player

• Analytic skills

• Problem-solving skills

PAY

$22.50

Job Tags

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