Job role includes

Job role:

Lead Generation Management

• Communicate promptly with lead generation companies.
• Maintain and update lead generation company spreadsheets.
• Attend weekly Teams meetings with Dean and the different lead generation companies.

Survey & Job Progression Support

• Meet weekly with Dean to review survey and job progressions.
• Discuss with Dean or Brendan whether an RA is required and financially viable.
• Identify and resolve missing or incomplete paperwork with customers (e.g., customer contracts, Flex documents, proof of ownership, solicitor paperwork, CFW paperwork, Ofgem documentation).
• Track Flex documents (signed and unsigned) and follow up with customers and councils for sign-off.
• Communicate with customers to arrange Economy 7 and import/export meter changes to enable project progression.
• To check Flex paperwork and proof of ownership (e.g., mortgage statements or deeds) and send to Data Match or GP as required.
• Book surveys as required.
• Once the survey/RA is returned, liaise with Brendan to check compliance before submitting Flex.
• Ensure jobs are compliant and ready for submission.
• Update CRM and spreadsheets as the process moves forward.
• Support and collaborate with the team to meet deadlines.
• Investigate non-compliance issues (Trustmark, funders, and utility companies).
• Send Broad Oka Flex and liaise with Stacy regarding audits and payment of Flex invoices (and ensure audits are submitted, so Stacy can invoice Broad Oka).
• Answering the office phone and dealing with enquiries.

EPC Support

• Support on EPCs; liaise with Brendan or Dean where necessary.

CFW / Agility Liaison

• Attend weekly meetings with Agility regarding CFW.
• Report back and discuss outcomes with Dean.

Note: This job role may change to suit the business needs.