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Sr. Energy Advisor

Key Facts

Remote From: 
Full time
Senior (5-10 years)
English

Other Skills

  • Team Leadership
  • Program Management
  • Scheduling
  • Customer Service
  • Consulting
  • Data Reporting
  • Professionalism
  • Collaboration
  • Time Management
  • Analytical Thinking
  • Detail Oriented
  • Physical Flexibility
  • Prioritization
  • Verbal Communication Skills
  • Problem Solving

Roles & Responsibilities

  • Bachelor's degree or an equivalent combination of education, training, and experience
  • Strong customer service and communication skills, with the ability to explain technical details clearly
  • Proficiency with computers, CRM systems, and digital documentation
  • Must reside in California

Requirements:

  • Provide high-quality advising to property owners through phone-based consultations (primary) and field-based support as needed
  • Review customer energy bills, identify consumption patterns, and explain factors contributing to changes in energy use
  • Lead or support reporting efforts, including data review, interpretation, and actionable insight generation for program managers
  • QATrack all customer, contractor, and project activity in data-management systems with accuracy and completeness

Job description

At CLEAResult, we lead the transition to a sustainable, equitable, and carbon-neutral energy-efficient future for our communities and our planet. We do that by creating a people-first culture built on trust, accountability, and transparency; where every employee – regardless of position, role, or identity is treated with respect and given an equal chance to thrive.

Additionally, you will enjoy:
• Medical, Dental, and Vision Insurance; we also offer a company-paid health care concierge service to help navigate our health plan to make the best decisions for you and yours
• 401(k) with company match
• Paid vacation, sick, personal and parental leave time
• Paid Volunteer Time: giving back to our communities is important to us
• Employee Recognition Program – convert your recognition points into gift cards
• Employee Assistance Program – offers benefits to help you manage daily responsibilities
• Access to on-demand training courses to advance further in your career

Job Description

We are looking for a talented individual to join CLEAResult as a Senior Energy Advisor. As a Senior Energy Advisor, you will play a key role in supporting residential customers, contractors, and community stakeholders by providing expert technical guidance, energy‑efficiency education, and high‑quality advising services. You will act as a trusted independent resource for property owners, renters, and contractors seeking support with energy‑related decisions.

Senior Energy Advisors combine technical expertise, sales and consultative skills, and exceptional customer service to help customers identify the right energy‑efficiency upgrades, navigate incentives, and pursue deeper savings over time. You will also contribute to program improvement efforts by offering real‑time feedback, supporting data‑driven insights, and maintaining detailed tracking of customer interactions.

Key Responsibilities Include:

Program & Team Leadership

  • Serve as a team lead by mentoring, training, and supporting Energy Advisors.

  • Share subject‑matter expertise and provide workflow guidance to ensure consistent delivery across programs.

  • Support multiple programs and maintain readiness to absorb coverage needs when teammates are out.

  • Assist in strategic problem‑solving by identifying customer or contractor barriers and recommending enhancements.

  • Lead or support reporting efforts, including data review, interpretation, and actionable insight generation for program managers.

Customer Advising & Technical Support

  • Provide high‑quality advising to property owners through phone‑based consultations (primary) and field‑based support (as needed).

  • Review customer energy bills, identify consumption patterns, and explain factors contributing to changes in energy use.

  • Conduct customer intake, including eligibility screening, account setup, and interviews.

  • Deliver initial consultations explaining program offerings, benefits, and required documentation.

  • Educate customers on:

    • Energy‑efficiency upgrades

    • Behavioral change opportunities

    • Building‑science fundamentals (insulation, ductwork, appliances, HVAC performance, etc.)

    • Energy assessment reports (when available)

  • Walk customers through contractor estimate review, scheduling, and project coordination.

  • Provide clear guidance on available rebates, incentives, and financing options, assisting with form completion as needed.

  • Support homeowners with any historic‑preservation requirements when applicable.

Contractor Engagement & Program Support

  • Provide individualized assistance to contractors, including onboarding, lead generation, scheduling, and program requirement guidance.

  • Identify areas for contractor improvement and share resources to support their success.

  • Assist in program recruitment and outreach activities when needed.

  • Represent CLEAResult with professionalism during community events, educational workshops, or marketing activities.

Operational Excellence & QA

  • Track all customer, contractor, and project activity in data‑management systems with accuracy and completeness.

  • Follow reporting and documentation requirements established by leadership.

  • Support rebate processing, including QA/QC reviews and coordination of field verification visits.

  • Ensure consistent, timely follow‑up with all stakeholders.

  • Execute all Energy Advisor workflows accurately and efficiently.

  • Plan, coordinate, and complete tasks in a timely and organized manner.

Key Skills:

  • Ability to explain technical concepts in simple, approachable terms

  • Strong listening, verbal, and written communication

  • Excellent customer‑service orientation and professionalism

  • Technical understanding of building science (preferred)

  • Strong organization, record‑keeping, and time‑management skills

  • Ability to operate effectively in a fast‑paced environment

  • Proficiency with computer systems and data‑entry tools

  • Training, mentoring, and leadership capability

  • Analytical thinking and problem‑solving skills

In This Exciting Career Opportunity, You Will Have…

  • A Bachelor’s degree or a combination of education, training, and relevant experience

  • Experience in energy advising, sustainability, building science, customer service, or sales (preferred)

  • Comfort with phone‑based consulting and customer bill analysis

  • Interest in supporting residents in making informed and impactful energy decisions

  • The ability to navigate nuanced program requirements and explain them clearly

  • A flexible, collaborative mindset and willingness to support multiple programs

  • A desire to help improve processes and program performance using real‑time feedback


What You Bring:

Required

  • Bachelor’s degree or equivalent combination of education, training, and experience.

  • Strong customer service and communication skills, with the ability to explain technical details clearly.

  • Proficiency with computers, CRM systems, and digital documentation.

  • Excellent organization, time management, and attention to detail.

  • Ability to prioritize tasks in a fast‑paced environment.

  • Must reside in California.

Preferred

  • Experience in energy advising, sustainability, building science, utilities, home performance, or similar fields.

  • Familiarity with electrification technologies, HVAC basics, insulation, appliances, or other residential energy systems.

  • Background in consultative customer interaction, sales, or technical problem‑solving roles.

Target Compensation:
$30.00 per hour

Compensation Range

$25.00 - $37.50

Currency

USD

Type

Hourly

Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees and certifications (e.g. JD/technology), for example.

CLEAResult will not provide sponsorship or support for immigration status or work authorization including for international students. Applicants must be authorized to work in the country where the position is located without the need for employer sponsorship or support. Successful hires must pass pre-employment checks.

Equal Opportunity Employer

As an Equal Opportunity Employer, we are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant’s race, color, religion, national origin, marital status, age, sex, gender identity, sexual orientation, status as a qualified individual with a disability or protected veteran, or any other protected status.

The above job description and job requirements are not intended to be all inclusive. CLEAResult retains the right to make changes or adjustments to job descriptions and/or requirements at any time without notice.

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