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Customer Financing/Experience Specialist
Location: On-site | Solara Home Energy | Wildomar Headquarters
Solara Home Energy is a growing leader in alternative energy, committed to helping customers transition to sustainable solutions. As we expand, we’re building a collaborative sales team that values integrity, teamwork, and exceptional customer service.
This is a fully on-site role at our office, offering an exciting opportunity to work closely with both customers and internal teams in a fast-paced, supportive environment.
Reporting to the Sales Manager, the Customer Financing/Experience Specialist supports our Third-Party Dealers and Sales Representatives by managing project intake and ensuring a smooth experience from start to finish. This role involves conducting pre-surveys, preparing project scopes, reviewing contracts and financing documents, and keeping detailed records in our CRM. You’ll serve as a key liaison between Solara, our partners, and customers to ensure every project is set up for success.
Conduct pre-installation reviews to assess project viability and guide customers toward the best solutions.
Review contracts, loan documents, and financing details to ensure accuracy and compliance.
Verify property ownership and ensure all required documentation is complete and properly uploaded into the CRM system.
Create and maintain detailed project scopes and cost documentation.
Monitor project status and maintain progress toward daily, weekly, and monthly performance goals.
Stay up to date on financing options, pricing, equipment, and regulatory requirements.
Perform other duties as needed to support team success.
1+ year of experience in solar operations.
1+ year working with CRM or project management tools.
1+ year in accounting, contract review, or document handling.
Benefits
At Solara, you’ll be part of a forward-thinking company passionate about renewable energy and creating an excellent experience for customers. If you’re detail-oriented, customer-focused, and ready to make an impact in the solar energy industry, we want to hear from you!
Apply today and help us build a brighter, sustainable future.