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Documentation Management Specialist
Documentation Management SpecialistInsight Global • San Ramon, California, United States
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Documentation Management Specialist

Documentation Management Specialist

Insight Global • San Ramon, California, United States
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JOB DESCRIPTION

As our client partners with homeowners who are going solar or using electric cars to promote renewable energy sources, customers need to submit an application to our client for the energy they are generating to be stored in the electric grid. Our team is responsible for the processing of these applications for home and small business owners. On a day-to-day basis, they will be responsible for performing all / some of the following tasks, which are dependent on the project scope and role

Application Review

  • Sending out invoices to customers
  • Processing
  • reviewing application, building permits and other equipment documentation, ensuring applications are accurate, detecting issues and correctly submitting defects or passing along to engineering review if applications are accurate.
  • Respond to customer follow up emails related to defect follow up, project status, delay notices, etc.
  • Analyzing issues with projects and utilize problem solving skills to determine best action to be taken and move project forward
  • Help develop documentation such as job aides, process flow charts, etc. Work with Distribution Planning to determine how solar installations affect the client’s network, including follow-ups with installers based on the feedback provided by the Distribution Engineers
  • Use mapping and reporting tools to determine if the Transformer is sufficient to support the solar capacity being installed
  • Respond to customer follow up emails related to defect follow up, project status, delay notices, etc. Respond to customer follow up emails related to defect follow up, project status, delay notices, etc. Field Metering Review
  • Submit request for the Field Verification
  • Communication with internal partners regarding onsite inspection findings to update the customer record in SAP and provide follow-ups to installer as needed
  • Respond to customer follow-up emails related to defect follow up, project status, delay notices, etc.

Administrative, document processing or review experience

  • Completed a Bachelor’s degree in IT, Business Management, Engineering, similar
  • Technical proficiency, exposure to a management system or software life salesforce, Smartsheets, customer systems, etc.
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    Documentation Specialist • San Ramon, California, United States

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