Portfolio Operations Associate

Seattle, WA, United States

Job Description




About Omnidian
Omnidian is building a more sustainable future for the planet. We assure that IoT-enabled distributed energy assets perform at their best through our passionate teams, our innovative technology, and by creating an amazing customer experience. We\'re a well-funded, growth-stage company offering the potential for enormous impact, both on our products and on the world.


We are headquartered in Seattle, and are a remote first organization.



The Job

The mission of the Portfolio Operations team is to provide operations support for Omnidian\xe2\x80\x99s clients and their portfolios of residential solar assets. Portfolio Operations team members will advocate for their client\xe2\x80\x99s interests internally and ensure Omnidian delivers an unmatched client experience.



The Portfolio Operations Associate is an entry point onto our Portfolio Operations team and will take on entry-level responsibilities from the Specialists or Managers.



The Portfolio Operations Team monitors and report on the performance of portfolios of residential assets. The Associate will go follow up on any cases that are flagged during weekly or monthly reviews, and will serve as a point person for the their teammates for the most commons questions about their assigned portfolio.



This particular role will focus on our supporting our growing Permission to Operate business from our lender clients.



This is a 6-month temporary position since this supports a 6-month project. We hope to convert this to a full-time role and will provide regular, transparent communication during your employment on the status of our business forecast.

What you\'ll do

    • Portfolio Operations Management & Reporting:
    • Support portfolio remediation projects, in coordination with the client and internal Omnidian teams
    • Learn, execute and help implement improvements on processes, documentation and resources related to their clients for the Operations team
    • Support escalated cases by researching relevant details related to solar performance or contract details
    • Use template to create and annotate monthly client reporting packages for teammate to review
    • Support ad-hoc reporting requests from clients and ensure appropriate response and/or delivery of reporting

    • Supporting Client Relations:
    • Join in on regular meetings with clients (hosted by a more tenured teammate) to observe or take notes and learn first-hand client relationship skills
    • Follow up on client meetings through internal process improvements or case work
    • Collaborate with teammates in managing operations processes and Omnidian responsibilities as outlined in their client contracts

    • As an Associate, you will be managing a subset of cases for one or more of our clients. As you grow, you will be set up to become a Portfolio Operations Specialist and take on direct ownership of a client relationship


Who you are

    • High priority
    • Highly responsive and organized
    • Keen attention to detail and accuracy
    • Takes ownership of resolving issues to completion

    • Additional
    • Committed to supporting a positive client experience
    • Adept with ambiguity (though you will be supported by an experienced and smart team)
    • Written and verbal communication is clear, concise and articulate
    • You take detailed and efficient notes, and double-chec for errors : )
    • You proactively identify process improvement opportunities with a bias for action
    • You are interested in understanding the needs of the client along with the financial and operational impacts to the organization


Experience

    • High Priority
    • 6+ months of Solar PV training, courses or experience (preferably with familiarity on pre-permission to operate lifecycle)
    • High comfort and enjoyment in Excel, including sorting and filtering

    • Preferred but not required
    • Some project management, client support, or customer service experience
    • Some basic quality assurance experience


Work-life at Omnidian

    • All of our roles offer the opportunity to work remotely
    • If you are in the Seattle, WA area, we offer a vibrant and creative workspace in the heart of downtown Seattle
    • We provide outstanding benefits that we are continually improving upon, including family medical, dental, vision, disability, parental leave, unlimited PTO, paid sabbatical leave, transit and 401(k)
    • We offer a competitive total compensation package that includes a bonus and equity for every employee
    • We are dog lovers and our offices and many of our events are dog-friendly
    • We are a passionate, mission driven team that believes in collaboration, mutual respect and trust


$40,000 - $51,750 a year
Midpoint: $45k
This is an hourly role, so the compensation listed is the annual equivalent


Salary Band and Philosophy:
We place candidates within the band based on professional experience, not negotiating skills, as part of our overall effort to avoid gender pay discrepancy.
If you\'re a high potential candidate that needs additional training and support, we\'re willing to bring you below the midpoint and invest in your success. If you\'re a candidate with particularly deep experience and expertise, we\'re willing to bring you in above the midpoint. Most candidates will come in at the midpoint, and all employees have the ability to move up in their band through annual merit increases (and move to the next band through promotions).



We strongly believe that diversity of experience, perspectives, and background will lead to a better environment for our employees and a better product for our customers. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. We value diversity and inclusion and are committed to ensuring our hiring and retention practices, as well as our office culture, reflects this value.


We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.



Omnidian is an equal opportunity employer. We are committed to diversity in the workplace. We make employment decisions on the basis of merit and business need. We hire without consideration to age, ancestry, citizenship, disability, gender expression, gender identity, marital status, national origin, political activity or affiliation, race, religion, sexual orientation, veteran status, or any other basis protected by law.

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Job Detail

  • Job Id
    JD4272453
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Seattle, WA, United States
  • Education
    Not mentioned