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Operations & CRM Coordinator with 5 years in solar and project management
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Competencies
Expertise in managing project workflows and customer relations using Sunbase and Sunscape CRMs to ensure accuracy and efficiency.
Handled contract review, project reports, and compliance records to maintain regulatory standards and project integrity.
Researched funding opportunities and crafted proposals that increased grant revenue and supported organizational goals.
Coordinated training sessions, social media campaigns, and outreach activities to enhance engagement and participation.
Utilized AI tools to optimize scheduling, prepare reports, and strengthen vendor and internal relationships.
Education
Summary
Dedicated professional with 5 years of experience managing solar projects, streamlining grant processes, and enhancing communication channels. Skilled in CRMs, documentation, and cross-functional coordination, committed to improving operational efficiency.
Key Achievements
- Managed end-to-end workflows for solar projects, ensuring seamless tracking and documentation.
- Improved grant application timeliness by implementing centralized calendars and AI reminders.
- Streamlined project and customer communication, reducing delays and resolving issues efficiently.
Experience
Operations & CRM Coordinator
Managed end-to-end solar project workflows in Sunbase CRM and Sunscape CRM tracking jobs from sale through completion., Maintained complete and accurate project documentation, including contract review and secure uploads to financial portals., Coordinated customer-facing appointments (site surveys,...
Communications & Grants Associate
Increased grant revenue by researching new funding prospects, crafting persuasive proposals, and coordinating cross-functional review processes., Improved application timeliness by implementing a centralized grants calendar and AI-driven reminder workflows., Grew training participation through...
Executive Assistant
Eliminated scheduling conflicts by deploying AI-powered calendar management and automated confirmations., Halved report preparation time by creating templated slide decks and AI-enhanced data summaries for presentations., Strengthened vendor relationships through strategic outreach and polished...
Case Manager
Streamlined processing of personal injury claims by standardizing intake procedures and integrating digital record tracking., Accelerated claim resolutions by coordinating directly with medical providers and insurers to secure documentation swiftly.