What are the responsibilities and job description for the Solar Project Concierge Representative position at Trinity Solar?
Passionate about leading teams and delivering an exceptional customer experience? Join our team as a Project Concierge Supervisor and play a key role in guiding customers through their solar journey while supporting a high-performing service team.
This is a working leadership role where you’ll provide day-to-day oversight, coach team members, and step in to resolve complex customer issues. If you’re a strong communicator who thrives in a fast-paced environment and enjoys developing people while improving processes, this is the role for you.
What You’ll Do
This is a working leadership role where you’ll provide day-to-day oversight, coach team members, and step in to resolve complex customer issues. If you’re a strong communicator who thrives in a fast-paced environment and enjoys developing people while improving processes, this is the role for you.
What You’ll Do
- Provide daily oversight and direction to Project Concierge team members.
- Monitor workflows, productivity, and responsiveness to ensure service standards are met.
- Balance team workloads and ensure timely, high-quality customer communication.
- Handle escalated customer concerns and complex service issues with professionalism.
- Conduct one-on-one meetings to review performance and provide coaching.
- Identify training needs and support onboarding of new team members.
- Review performance dashboards and track key metrics.
- Communicate trends, challenges, and opportunities to leadership.
- Collaborate with cross-functional teams to resolve customer issues and improve processes.
- Maintain accurate documentation in CRM and internal systems.
- CRM systems (Salesforce or similar)
- Microsoft Office (Excel, Outlook, Word)
- Adobe Acrobat and document management tools
- Internal reporting dashboards and tracking systems
- Start your day reviewing team performance and priorities
- Monitor workflows and support team members with questions or escalations
- Step in to resolve complex customer concerns
- Conduct coaching sessions or team check-ins
- Review reports and identify trends or improvement areas
- Partner with internal teams to keep projects and customer experiences on track
- 3–5 years of experience in customer service, operations, or project coordination
- Prior experience in a lead or supervisory role preferred
- Strong coaching, leadership, and team coordination skills
- Ability to manage escalated customer interactions with professionalism
- Strong communication, problem-solving, and organizational skills
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency in Microsoft Office and CRM systems (Salesforce preferred)
- Team performance and service quality
- Customer experience and issue resolution
- Workflow efficiency and responsiveness
- Data accuracy and reporting integrity