Account Management Intern/Co-op

Job Description

Position Purpose: 

The account management co-op will serve as a key resource to the team.

Primary Duties/Responsibilities: 

• Directly reporting to the Director of Energy & Account Management.
• Professional service to account relationships.
• Prepare client reports, presentations, and account summaries.
• Maintain accurate records of client interactions and sales activities through CRM (Salesforce).
• Assist with contract management and renewal processes.
• Support preparation of sales proposals.
• Provide support for market research efforts.
• Schedule meetings, calls, and follow-up activities.
• Analyze account performance metrics and prepare basic reports using excel, powerpoint, and Power BI.
• Supporting project management requests as required by the rest of the upper management team.

Qualifications

Education/Experience/Background: 

• High School Diploma/GED is required.
• Currently enrolled in school obtaining BS/BA, preferably in Business, Economics, Sustainability, Accounting, Engineering, or relatable field.
• Some energy, utility or related experience is preferred.
• Prior experience in the energy, utility, or a related sector is a plus.
• Prior experience in client engagement.

Knowledge/Skills/Abilities: 

• Good PC and Microsoft Office skills, strong Excel and Word skills required; Microsoft Access a plus.
• Strong analytical/problem solving skills required.
• Attention to details and ability to review materials for accuracy.
• Strong oral and written communication skills.
• Strong telephone etiquette.
• Ability/flexibility to learn and apply new skills.
• Ability to navigate through a variety of computer applications.
• Ability to prioritize work.
• High level of professionalism and integrity.