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Ameresco

via Workday

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Customer Onboarding Specialist

Anywhere
full-time
Posted 10/8/2025
Direct Apply
Key Skills:
Organizational Skills
Communication Skills
Project Management
Attention to Detail
Critical Thinking
Problem-Solving
Microsoft Excel
Microsoft Office
Data Entry
Customer Service
Time Management
Relationship Building
Self-Motivated
Results-Driven
Solar Construction
Operations and Maintenance

Compensation

Salary Range

$Not specified

Responsibilities

The Customer Onboarding Specialist will manage the onboarding of new projects using the Smartsheet program and import necessary data into various AssetPlanner modules. They will work closely with the Customer, Director of Operations, Sales Manager, and Director of Financial Planning and Analysis to ensure compliance with Ameresco’s Project Onboarding Standard Operating Procedure.

Requirements

Candidates must have a Bachelor's Degree or equivalent work experience and at least 2 years of experience in account management or customer interfacing roles. Additional qualifications include strong organizational and communication skills, proficiency in Microsoft Excel, and the ability to manage multiple projects while paying attention to detail.

Full Description

Ameresco, Inc. (NYSE:AMRC) is a leading energy solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. We are a trusted, full-service partner to public sector and government entities, K-12 schools, higher education, utilities, and healthcare customers across the U.S., Canada, the U.K., and Europe. At Ameresco, we show the way by developing, constructing and operating tailored smart energy efficiency solutions, distributed energy resources, and infrastructure upgrades that drive cost savings, resilience, decarbonization, and innovation. Our comprehensive portfolio is built to address the challenges of today and adapt the future, ensuring long-term sustainability and success for our customers. Ameresco is currently looking for a Customer Onboarding Specialist (COS) to work with the Customer, Director of Operations, Sales Manager, and Director of Financial Planning and Analysis to complete new project onboarding per Ameresco’s Project Onboarding Standard Operating Procedure. The COS will report to the Director of Financial Planning and Analysis. This position will work remotely. Responsibilities: Maintain and manage to completion new projects being onboarded on the Smartsheet© program. Import customer and project data into AssetPlanner’s Service request support module. Import contract and budget data into AssetPlanner’s contract planning module. Create and import all inspection templates into AssetPlanner maintenance dispatcher module. Perform other duties as assigned. Minimum Requirements: Bachelor's Degree in appropriate field of study or equivalent work experience. Minimum of 2 years of experience in account management/customer interfacing roles. Additional Qualifications: Proven organizational and communication skills. Experience and proven ability to learn new computer programs. Proven ability to manage multiple projects at a time while paying strict attention to detail and project deadlines. Excellent verbal and written communications skills. Solar construction and/or operations and maintenance experience is a plus. Demonstrated expertise in Microsoft Excel, including complex formula creation to support data entry, analysis, and reporting. Highly proficient working with Microsoft Office with the ability to quickly learn other computer applications. Self-motivated and able to thrive in a results-driven environment. Natural relationship builder with integrity, reliability and maturity. Ability to prioritize among competing tasks. Critical thinking and problem-solving skills. Excellent time and project management skills, while always looking to improve inefficient processes. Attention to detail and adherence to deadlines. #LI-CZ1 Ameresco challenges the brightest, most talented, and creative individuals in the industry by providing an environment that fosters initiative and achievement. We are proud of our comprehensive and competitive employee benefits, including people-oriented insurance, investment, and incentive plans. All official communications from Ameresco will originate from an @ameresco.com email address. Any correspondence from other domains should be regarded as fraudulent. Please report any suspicious activity to the platform where the issue was encountered. For further inquiries or concerns, please contact us at 1-866-AMERESCO Ameresco is an Equal Opportunity Employer. Energy careers at Ameresco bring employees to the forefront of new energy technology with the backing of an experienced team of energy efficiency and renewable energy engineers and professionals. Ameresco is a recognized leader throughout North America and United Kingdom, delivering comprehensive renewable energy and energy efficiency services to public and private enterprises. "Its inspiring to work on projects that are shaping the future of energy use and to be part of a team that has tremendous experience in renewable energy systems." - Ameresco Employee

This job posting was last updated on 10/10/2025

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