Serve as the operational point of contact between distributors, account managers, and internal teams to support HVAC and HWH program execution
Collaborate daily with HVAC distributors and trade allies, addressing payment inquiries, submission issues, and program-related questions
Support tool rollouts and system enhancements, including participating in UAT testing and helping prepare solutions for release
Deliver and support training for distributors, trade allies, and account managers on new systems, tools, and validation processes
Utilize systems of record to pull reports, track program activity, and contribute to quarterly client reporting
Coordinate closely with incentives processing, data teams, and account management to ensure accurate processing and program performance
Maintain project trackers and databases, ensuring data accuracy, visibility, and smooth operational workflows

Experience in operations, program coordination, or energy efficiency programs, preferably supporting HVAC or trade ally networks
Strong collaboration skills with the ability to work across multiple internal and external stakeholders
Experience working with data systems, reporting tools, or program tracking platforms
Excellent communication and problem-solving skills, with a focus on customer service and responsiveness
High attention to detail and strong organizational skills
Ability to manage multiple priorities in a fast-paced, team-oriented environment
Bilingual communication skills are a plus

Medical, Dental, and Vision Insurance; we also offer a company-paid health care concierge service to help navigate our health plan to make the best decisions for you and yours
401(k) with company match
Paid vacation, sick, personal and parental leave time
Paid Volunteer Time: giving back to our communities is important to us
Employee Recognition Program – convert your recognition points into gift cards
Employee Assistance Program – offers benefits to help you manage daily responsibilities
Access to on-demand training courses to advance further in your career

Operations Specialist

Key skills