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Trade Ally Manager/Subcontractor Manager
Trade Ally Manager/Subcontractor ManagerFranklin Energy • Fresno, CA, US
Trade Ally Manager / Subcontractor Manager

Trade Ally Manager / Subcontractor Manager

Franklin Energy • Fresno, CA, US
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Outreach Manager II Trade Ally

Franklin Energy is redefining the clean energy future as the only integrated provider of comprehensive solutions, combining unmatched expertise in strategic consulting, program delivery, product solutions, and design / build services. Powered by our advanced AI-driven technology platforms, we deliver seamless, tech-driven support across the entire energy service ecosystem to accelerate impactful change and ensure an unmatched customer experience. Since 1994, Franklin Energy has been a trusted partner in protecting communities and our planet, paving the way for a sustainable future for all.

Position Summary

The Outreach Manager II Trade Ally is responsible for managing relationships with contractors and trade allies, who deliver HVAC, water heating, insulation, and electrical services as part of energy efficiency and electrification programs. The role will require knowledge of the repairs and remediations required to complete electrification projects. This role ensures high-quality installations, compliance with program standards, and effective coordination between internal teams and external partners. The Subcontractor Manager will also lead recruitment, training, and performance management of subcontractors to meet program goals. This role would also support supply side development through conversations, negotiations, and coordination with material providers (i.e., distributors and manufacturers).

Essential Duties and Responsibilities

This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

Management Responsibilities

  • Directly supervise and mentor the Outreach team, specifically the Energy Advisors, Outreach Specialists, and Energy Engineers (Sales focused).
  • Interview, recommend for hire and train employees as needed
  • Plan, coach, assign and direct work as well as review job contributions, conduct performance reviews and reward and discipline employees as necessary
  • Achieve program objectives by maintaining productivity standards and goals, including property assessment, production installation, and customer service rates and results
  • Improve customer service quality results by studying, evaluating, and re-designing processes, establishing and communicating service metrics, monitoring and analyzing results, and implementing changes
  • Coordinate with the Technology department by detecting and diagnosing software problems, provide guidance for corrective action and software program enhancements
  • Research, organize and summarize data for special projects. Develop, evaluate, recommend and implement procedures for data gathering, management and quality control. Analyze data for trends and / or conclusions.
  • Prepare status reports on program outreach progress and results. In conjunction with the Technology department, help develop, enhance and maintain information systems to support program operations reporting requirements.
  • Develop and monitor the Outreach team structure in order to accomplish monthly, quarterly and annual goals, along with managing short-and long-range planning
  • Responsible for the operational and department budget, budget monitoring and strategic planning of the Outreach programs and initiatives

Outreach Responsibilities

  • Oversee and, as needed, perform daily outreach duties on programs
  • Establish a clear vision and direction for programs, including programs in different states, audiences, and specific user groups
  • Establish and direct outreach programs to meet customer goals
  • Identify and establish new program and outreach opportunities including coordination with client
  • Evaluate and strengthen existing processes to achieve program participation and revenue goals, including the establishment of integrated evaluations to allow for ongoing review of all outreach aspects
  • Coordinate and review with client all external communication pieces for brand, editing, and consistency. This includes mass distribution letters, e-blasts, faxes, statement stuffers, and any other external communication pieces
  • Collaborate with the Client Marketing department to coordinate PR and marketing opportunities for programs
  • Develop, maintain and promote positive and professional relationships with client, internal staff, customers and the general public
  • Additional Major Responsibilities

    This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

    Subcontractor Management & Engagement

  • Recruiting, onboarding, and managing scopes for subcontractors, trade allies, and suppliers.
  • Maintaining strong relationships and encouraging participation.
  • Participating in stakeholder meetings and representing the program at industry events.
  • Leading coaching and development of disciplinary actions and performance improvement plans as needed.
  • Training & Compliance

  • Providing training and technical support to subcontractors.
  • Conducting regular quality assurance reviews and site visits.
  • Ensuring compliance with program standards and safety protocols.
  • Program Design & Continuous Improvement

  • Collaborating with outreach and field teams to ensure seamless customer experiences for contract requirements.
  • Leading development of program materials, training guides, and technical specifications.
  • Providing input on program design and improvement initiatives.
  • Contracting & Legal Requirements

  • Ensuring subcontractors meet licensing, bonding, and insurance requirements.
  • Managing subcontractor relationships through contracts and scopes of work.
  • Position Requirements

    Education and Experience

  • Bachelor's degree from an accredited college or university or equivalent experience. Technical school degree combined with demonstrated experience in the electric / gas utility field will be considered when deciding on this position.
  • 5+ years of experience within customer outreach / sales
  • Previous experience performing customer outreach initiatives with an energy efficiency program
  • Previous experience managing staff performing proactive customer outreach activities
  • Required Skills, Knowledge and Abilities

  • Strong customer service and communication skills.
  • Must be able to handle a wide work variety and work in a fast-paced environment.
  • Must be a detail-oriented, organized, self-starter, and have an ability to prioritize workload
  • Ability to identify and resolve project application issues with customers and trade allies
  • Proficient in Microsoft Office, specifically Word, Excel and Outlook
  • Strong data entry skills in entering information in tracking systems / databases
  • Ability to communicate effectively, both verbally and in writing with customers, clients and employees
  • Ability to analyze and interpret data and solve practical problems
  • Knowledge of mathematical concepts such as fractions, percentages and ratios
  • Committed to diversity and inclusion
  • Reliable transportation
  • Additional Requirements

  • 5+ years of experience in HVAC, energy efficiency, construction management, or related field.
  • Strong customer service and communication skills.
  • Ability to manage multiple subcontractors, stakeholders, trade allies, and projects simultaneously.
  • Knowledge of HVAC, insulation, water heating, and electrical systems.
  • Experience managing subcontractors or trade ally networks strongly preferred.
  • Current or past BPI certification strongly preferred.
  • Experience with California Title-24 submission and / or verification strongly preferred.
  • Experience with supply side coordination and / or procurement strongly preferred.
  • Licenses & Certifications

  • Valid driver's license
  • Travel Requirements

  • Willingness to travel up to 40%
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