All Programs - Outreach Specialist II

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Position Summary


This position is responsible for developing, coordinating, supporting, implementing, and managing outreach functions and performance for both new program start-up and legacy programs to contractors, builders, verifiers, HVAC and lighting specialists, and other Trade Allies within program areas. This position also coordinates with internal and external programs stakeholders on processes and procedures to achieve outreach results.


Essential Duties and Responsibilities


This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

• Promote the energy efficiency program to customers and trade allies

• Lead and coordinate the program outreach for programs assigned.
• Lead and facilitate calls for program startups with clients and internal departments.
• Create, develop, and execute action plans for outreach initiatives for programs.
• Establish set processes and protocol to obtain outreach goals.
• Apply fundamental sales processes, procedures, methods and techniques.
• Understand and implement the Franklin Energy Sales Process, including but not limited to;
• Making outbound calls to new and existing customers to meet assigned energy saving targets
• Managing field time effectively with customer or Trade Ally visits
• Developing and presenting program presentations to spur project activity
• Responding to customer and Trade Ally inquiries and concerns by phone, electronically or in person to move projects towards completion
• Maximizes all opportunities in the process to close a project.
• Build a base of "registered" Trade Allies
• Provide ongoing qualified lead to our Trade Ally Liaisons
• Recruit, train, educate and cultivate relationships with contractors and customers to encourage effective marketing of programs
• Maintain knowledge of program "Best Practices", individual program offerings and how they can serve customers including features, advantages and benefits
• Support outreach work plan creation, monitoring and continuous improvement.
• Train and develop other members of the outreach team.
• Develop a comprehensive understanding of program's strategic outreach direction and production levels to deliver established goals
• Develop unique marketing/outreach projects to help recruit participants/Trade Allies to the program
• Complete "search and discovery" work where the answers are not clear
• Actively "cold calling" new potential suppliers/contractors and developing their participation in our programs
• Perform event planning, coordination and presentations of programs
• Integrate additional products and services into customer operations to improve customer service and satisfaction
• Research the markets, accumulating data on businesses, and identifying the key allies to be targeted on behalf of the programs
• Identify improvement barriers and report information to Program Manager and Outreach Manager
• Prepare weekly and monthly project based activity reports and track progress towards program goals

• Serve as a liaison between customers and contractors to ensure quality, customer satisfaction and cost effective project implementation

• Assist in the implementation of specific energy efficiency programs in a "flex" capacity, according to defined budgets and energy savings targets
• Ability to work effectively with non-outreach orientate team personnel
• Contribute ideas being respectful and understanding of individual experience and knowledge compared to others
• Willingness to take direction for other team members
• Demonstrates honesty, keeps commitments and acts in a professional manner

Position Requirements


Education and Experience

• Bachelor's degree or equivalent work experience required. Technical school degree combined with demonstrated experience in the electric/gas utility field may be considered when deciding on this position
• 3+ years of experience in the electric or natural gas utility industry, sales, commercial and industrial lighting, or conservation
• Existing contractor network - Preferred
• Previous customer service experience required

Required Skills, Knowledge and Abilities

• Results orientated
• Ability to work in a team atmosphere and to collaborate on continuous improvement efforts
• Strong customer service and communication skills
• Must be able to handle a wide work variety and work in a fast-paced environment
• Must be a detail-oriented, organized, self-starter, and have an ability to prioritize workload
• Ability to identify and resolve project application issues with customers and trade allies
• Proficient in Microsoft Office, specifically Word, Excel and Outlook
• Strong data entry skills in entering information in tracking systems/databases
• Ability to communicate effectively, both verbally and in writing with customers, clients and employees
• Ability to analyze and interpret data and solve practical problems
• Knowledge of mathematical concepts such as fractions, percentages and ratios
• Committed to diversity and inclusion
• Reliable transportation

Licenses & Certifications

• Valid driver's license
• CEM VPI Certification - Preferred

Travel Requirements

• Willingness to travel more than 50%

Note: Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position.


The above information describes the general duties and requirements necessary to perform the principle functions of the position. This shall not be construed as a detailed description of all the duties and requirements that may be necessary in this position.


An Equal Opportunity Employer


Safety -Sensitive Role Addendum:


Because many roles at Franklin Energy involve regulatory compliance, safety responsibilities, or professional licensing requirements, it is critical that interview responses reflect the candidate's direct knowledge and experience. Misrepresentation of technical or safety qualifications may result in immediate removal from consideration.


Notice Regarding Automated Tools:
We may use automated or AI-assisted tools as part of our candidate evaluation process to assess job-related skills and qualifications. These tools are intended to support fair and consistent review and do not replace human judgment in hiring decisions. All evaluations are conducted in accordance with applicable local, state, and federal laws.