Solar Account Specialist

About Us:

Zeo Energy is a leading, fully integrated residential solar and clean-energy company powering the next generation of renewable solutions across the US. With 20 years of experience as a trusted national solar energy company, we’ve built our reputation on quality workmanship, long-term performance, and a customer experience that stays in-house from start to finish - sales, design, installation, service, and support. 

Zeo Energy is focused on rapid growth and innovation. As a publicly traded company, we’re expanding our footprint and investing into clean-energy technologies. At Zeo Energy, you'll have the opportunity to be part of an industry leader, drive meaningful change in the renewable energy space, and help shape a sustainable future—while growing your career alongside a dynamic, forward-thinking team.

Job Description:

Position Overview:

We are seeking a proactive individual to join our team at ZEO Energy as an Account Specialist. You'll be the expert problem-solver who steps in when deals need that little bit of extra attention that standard review processes can't resolve. You'll work at the intersection of Sales and Operations, diving deep into complex deal issues, partnering closely with Sales Representatives to find solutions, and serving as a subject matter expert for financing, compliance, and documentation challenges. This role requires an individual who thrives on variety, can navigate ambiguity, and possesses the relationship-building skills to influence outcomes across multiple departments.

Key Responsibilities:

• Take ownership of escalated deals that Deal Review Agents cannot pass due to documentation issues, financing complications, property constraints, or compliance concerns
• Conduct in-depth analysis of problematic deals to diagnose root causes and identify viable paths forward
• Work directly with Sales Representatives to gather missing information, correct documentation errors, and restructure deals when necessary
• Partner with customers via phone and email to explain requirements, request additional documentation, and guide them through complex situations (credit issues, title problems, HOA restrictions, etc.)
• Collaborate with funding teams to resolve credit issues.
• Establish clear timelines and follow-up cadences to prevent deals from stalling
• Serve as primary day-to-day liaison between Deal Review team and Sales organization, building strong partnerships with Sales Managers and Representatives
• Provide coaching and guidance to Sales Reps on documentation requirements, financing eligibility criteria, and common deal pitfalls
• Identify recurring sales errors or knowledge gaps and collaborate with Sales Leadership and Deal Review Manager to develop targeted training materials
• Participate in sales meetings to share feedback on deal quality trends, celebrate wins, and provide coaching on improvement opportunities
• Track and categorize escalated deal issues to identify patterns and systemic problems

Qualifications:

• 2-4 years of experience in operations, customer service, sales support, or related roles within solar, home improvement or contract-based industries
• Experience training, coaching, or mentoring others—comfortable presenting to groups and delivering constructive feedback
• Deep understanding of residential solar sales processes, financing options (loans, leases, PPAs), and common deal structures
• Strong customer service orientation with excellent relationship-building skills
• Exceptional written and verbal communication skills with ability to explain complex concepts clearly to diverse audiences
• Self-directed and resourceful, able to work independently with minimal supervision while knowing when to escalate
• Experience navigating ambiguous situations and making sound judgments with incomplete information
• Proficient with CRM platforms (Salesforce, HubSpot, or similar) and comfortable learning new systems quickly
• Strong attention to detail while also maintaining focus on big-picture outcomes

Why Work at Zeo Energy?

• Be part of an innovative team dedicated to renewable energy and sustainability
• Opportunities for professional growth and advancement in a growing industry
• Competitive pay, 401(k), benefits, and a supportive work environment

Zeo Energy is an equal-opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

While performing the duties of this job, the employee is regularly required to talk or listen. Regular periods of sitting or standing may be required by this position. Specific vision abilities required by this job include close vision and ability to adjust focus.

Note: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it.