Customer Outreach Specialist I
Power TakeOff is seeking a Customer Outreach Specialist I to conduct high-volume outbound phone and email outreach to business, institutional and commercial customers with potential energy-saving opportunities. This is a metrics-driven cold outreach role focused on scheduling qualified meetings for our Energy Advisors. Success requires persistence, organization, coachability and genuine interest in helping businesses reduce energy consumption and improve sustainability. We are looking for people who are excited by the opportunity to contribute to a more sustainable future through customer engagement and energy efficiency.
Someone who stays motivated when facing rejection, enjoys working toward measurable goals, has strong attention to detail, and is energized by helping customers uncover opportunities to reduce energy use will thrive in this position. The first few weeks of the position will focus on training and you will have ongoing support from your manager and team to help you be successful. As a company, we thrive on coaching and promote growth mindsets to help us view challenges as opportunities. This position will generally work from 8am-4pm or 9am-5pm in their local time zone Monday through Friday.
About Power Takeoff, Inc.
Power TakeOff is a leading provider of software and implementation solutions in the utility industry, specializing in energy efficiency and demand side management (DSM). Our mission is to identify and deliver data-driven solutions to guide our partners and their communities to a lower carbon future. We drive our sustainability impact through software and services leveraging utility meter data and layered data sets, advanced analytics, and personalized customer engagements that help businesses better understand and reduce their energy consumption. We deliver cost-effective solutions for over 30 utilities across North America.
Position Summary
Join Power TakeOff 's innovative Virtual Commissioning® (VCx®) Program as a Customer Outreach Specialist. Through high-volume email and phone calls, identify customer interest and schedule qualified virtual meetings between the customer and a Power TakeOff Energy Advisor, who will further assist the customers to implement energy savings opportunities.
Key Responsibilities
Cold Calling & Customer Management
- Conducts high-volume cold phone and email outreach to build a qualified sales pipeline
- Participates in contact findings and re-prospecting to maintain a robust pipeline
- Builds rapport quickly with prospective customers while effectively handling objections and earning commitment to a meeting
- Maintains a positive attitude and persistence despite frequent rejection and challenging conversations
Account Management
- Learns how to effectively leverage systems like Outreach.io and Salesforce to keep customer information organized
- Develops consistency in follow-ups and keeps thorough notes on status
- Demonstrates a strong attention to detail when following team processes
- Uses AI and other tools to improve productivity while maintaining accurate, personalized customer communication
Training Program Participation and Knowledge Retention
- Participates in in-depth training on outreach competencies and energy efficiency basics
- Follows established playbooks and seeks help for issues outside of their experience
- Completes accurate documentation and follows program processes consistently
- Demonstrates reliable and consistent organization and time management practices
Team Engagement
- Partner with internal teams to support one another’s success and customer satisfaction
- Participates in team discussions and helps build a positive team environment
- Demonstrates reliability and accountability for their work, proactively asking for help
- Participates actively in team meetings and discussions
- Adapts to change professionally and effectively
- Accepts and responds to feedback to support ongoing development and succe