Portfolio Operations Associate
over 2 years ago
Full time role
Seattle, WA, US
Seattle, WA, US
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.
MissionThe mission of the Portfolio Operations team is to provide operations support for Omnidian’s clients and their portfolios of residential solar assets. Portfolio Operations team members will advocate for their client’s interests internally and ensure Omnidian delivers an unmatched client experience. The Portfolio Operations Associate is a subject matter expert for Portfolio Operations processes and will act as a resource for our clients as well as internal Omnidian teams. The Portfolio Operations Associate will monitor and report on the performance of portfolios of residential assets.
Outcomes1. Provide Ongoing Support to your portfolio(s)●The Portfolio Operations Associate will create, update, and improve process documents and resources related to the Portfolio Operations team●The Portfolio Operations Associate will act as a subject matter expert to the Portfolio Operations team and support with reporting and case management
2. Maintain an Effective & Successful Client Relationship with your client(s)●The Portfolio Operations Associate will manage operations processes and Omnidian responsibilities as outlined in their client contracts●Example responsibilities associated with this outcome: ○Case Management ○Requesting approval for services not covered by the client contract ○Performance Guarantee Management (if applicable) ○Homeowner Escalation support
3. Manage Portfolio Remediation, Projects, and Reporting for portfolio(s)●The Portfolio Operations Associate will create and annotate monthly client reporting packages●The Portfolio Operations Associate will receive and manage ad-hoc reporting requests from clients and ensure appropriate response and/or delivery of reporting●The Portfolio Operations Associate will help design and implement portfolio remediation projects, in coordination with the client and internal Omnidian teams, and ensure their success
4. Provide Partner & Vendor Management Support●The Portfolio Operations Associate will cooperate with Portfolio Operations Specialists/Managers to deliver a seamless client experience and ensure effective cooperation enabling all parties to deliver an exceptional homeowner experience●The Portfolio Operations Associate will help design and implement intercompany processes and ensure the reliable exchange of information across partners
Core Competencies●Relationship Building●Integrity●Adaptability
#LI-REMOTEWe 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.
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.
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.
MissionThe mission of the Portfolio Operations team is to provide operations support for Omnidian’s clients and their portfolios of residential solar assets. Portfolio Operations team members will advocate for their client’s interests internally and ensure Omnidian delivers an unmatched client experience. The Portfolio Operations Associate is a subject matter expert for Portfolio Operations processes and will act as a resource for our clients as well as internal Omnidian teams. The Portfolio Operations Associate will monitor and report on the performance of portfolios of residential assets.
Outcomes1. Provide Ongoing Support to your portfolio(s)●The Portfolio Operations Associate will create, update, and improve process documents and resources related to the Portfolio Operations team●The Portfolio Operations Associate will act as a subject matter expert to the Portfolio Operations team and support with reporting and case management
2. Maintain an Effective & Successful Client Relationship with your client(s)●The Portfolio Operations Associate will manage operations processes and Omnidian responsibilities as outlined in their client contracts●Example responsibilities associated with this outcome: ○Case Management ○Requesting approval for services not covered by the client contract ○Performance Guarantee Management (if applicable) ○Homeowner Escalation support
3. Manage Portfolio Remediation, Projects, and Reporting for portfolio(s)●The Portfolio Operations Associate will create and annotate monthly client reporting packages●The Portfolio Operations Associate will receive and manage ad-hoc reporting requests from clients and ensure appropriate response and/or delivery of reporting●The Portfolio Operations Associate will help design and implement portfolio remediation projects, in coordination with the client and internal Omnidian teams, and ensure their success
4. Provide Partner & Vendor Management Support●The Portfolio Operations Associate will cooperate with Portfolio Operations Specialists/Managers to deliver a seamless client experience and ensure effective cooperation enabling all parties to deliver an exceptional homeowner experience●The Portfolio Operations Associate will help design and implement intercompany processes and ensure the reliable exchange of information across partners
Core Competencies●Relationship Building●Integrity●Adaptability
#LI-REMOTEWe 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.
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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