Operations Associate, Renewable Programs

Direct Client Requirement
Job Title: Operations Associate Renewable Programs
Location: Chandigarh India
Employment Type: Full-Time
Duration: FTE

Position Summary:
The Renewables Operations Associate is responsible for executing high-volume renewable energy program administration activities across multiple mature unchanging state programs. This role manages registry and state portal submissions transfer requests change-of-ownership transactions case triage customer and installer follow up campaign execution escheatment and payment-verification outreach documentation review customer service and other operational tasks. Application processing responsibilities are limited to established repeatable state programs; application work for new or evolving programs remains with Managed Solutions. The position requires strong attention to detail process discipline and the ability to manage a significant volume of tasks while maintaining accuracy and responsiveness to customers.

Responsibilities:

• Application Processing & Program Administration

• Transfers In/Out

• Change of Ownership Administration

• Customer Service & Case Management

• Campaign Execution Escheatment & Outreach

• Operational Tracking & Compliance

• Review new applications for completeness accuracy and program compliance.
• Validate required documentation such as Schedule A forms utility permission-to-operate documentation certificates of completion facility photos meter photos installer information and other market-specific records.
• Submit applications to the applicable registry state program administrator or portal including GATS and state specific websites.
• Manage needs-info requests by identifying missing or incorrect documentation communicating what is required and following through until the application can move forward.
• Track applications from initial review through program approval certification issuance registry submission and final processing.
• Application development and administration for new non-repeatable or first-in-market programs remains with Managed Solutions (e.g. the Senior Associate - Renewables) and is out of scope for this role.
• Coordinate with installers homeowners state administrators and registries to resolve application questions or discrepancies.

• Process transfer-in requests by validating customer information registry IDs system details state certifications and supporting application data.
• Initiate and monitor registry transfer requests including transfer approvals from counterparties aggregators customer-owned accounts or registry administrators.
• Provide customers with instructions when their action is needed to approve a transfer.
• Track pending transfers and perform follow-up with customers aggregators registries or internal stakeholders until transfers are complete.
• Support transfer-out workflows including customer confirmation and retention efforts and approval of registry transfer requests after required checks are complete.
• Confirm that reporting REC processing and payments are appropriately handled before closing or transferring facilities.
• Maintain transfer trackers notes status updates and documentation of customer outreach and decisions.

• Collect and review required change-of-ownership documentation from current owners new owners and other involved parties.
• Verify signatures account setup closing documents Schedule A forms GATS ownership transfer forms state required forms and supporting records.
• Request additional documents when required such as death certificates divorce decrees or other ownership related documentation.
• Coordinating with customers when old or new owner contact information is incomplete or difficult to obtain including mailer-based outreach when needed.
• Submit ownership changes to applicable state programs and registries and monitor approval through each required entity.
• Assess REC reporting and payment issuance before completing ownership transfers including situations where payments or RECs may belong to different parties.
• Help facilitate resolution between parties when funds production months or payment allocations require clarification.
• Maintain detailed change-of-ownership trackers with names addresses missing items completion status review dates and initials or ownership of follow-up steps.
• Perform document preparation tasks such as PDF editing form completion and file compression when required for registry or portal submission.

• Monitor unassigned or unresolved customer-service queues and GATS outreach folder to determine the
• appropriate routing market or ownership of each case.
• Research customer records using available account details such as name email address phone number system owner information system manager information address voicemail transcript and attachments.
• Respond directly to inquiries via phone and/or email related to applications transfers change-of-ownership workflows reporting access campaign questions or documentation requests in established supported markets.
• Ensure receipt of automated outreach to client base including but not limited to researching and resending emails that were undeliverable.
• Open and review attachments returned emails voicemail transcripts and system records to identify the right customer or market path.
• Document customer interactions case decisions follow-up steps and resolution notes in the applicable systems.

• Send campaign emails and make outbound campaign-related phone calls using approved messaging and process guidance.
• Respond to customer inquiries generated by direct mailers email campaigns or phone outreach.
• Track campaign responses follow-up requirements and customer outcomes.
• Support customer retention and re-engagement efforts through consistent outreach and documentation.
• Monitor accounts approaching state escheatment or unclaimed-property deadlines and complete required customer outreach before funds are reported to the state as unclaimed.
• Identify accounts where the bank account name on file does not match the registered facility or system owner name; call and/or email customers to verify ownership and obtain corrected banking information before payment is released.
• Confirm final payments are issued and future payments are stopped once an account closes transfers or is escheated consistent with state and market-specific requirements.
• Document escheatment outreach ownership/banking verification calls and outcomes in the applicable tracker to support compliance and audit requirements.
• Coordinate with Managed Solutions leadership on campaign analysis or strategy when design prioritization or market interpretation is required.

• Update operational trackers logs queues and status reports for applications transfers change-of-ownership cases lien continuations and campaign activity.
• Track expiration dates follow-up dates missing information approval status and completion steps.
• Maintain accurate notes documenting customer outreach registry actions approvals escalations and pending items.
• Ensure documentation is complete organized and suitable for audit review or handoff.
• Follow internal process standards and market-specific rules to support regulatory compliance and operational quality.
• Identify recurring process issues bottlenecks or documentation gaps and raise improvement opportunities to Managed Solutions leadership.

• 2 years of experience in operations program administration transaction processing customer service compliance support or a related function.
• Strong attention to detail and the ability to accurately review forms documents customer data and system records.
• Ability to manage high-volume process-driven work with consistent quality and follow-through.
• Strong written and verbal communication skills including the ability to explain missing information or process steps clearly to customers and installers.
• Comfort working across multiple systems portals trackers and databases.
• Proficiency with Microsoft Office tools especially Excel or similar tracking tools.
• Ability to investigate incomplete information identify the right market or customer record and make sound routing decisions.
• Organized dependable and comfortable managing multiple open items and deadlines.
• Comfort making outbound verification calls to customers regarding account ownership or payment discrepancies such as mismatched bank account names.

• Experience in renewable energy solar clean energy programs environmental commodities utility programs or regulated market operations.
• Experience using Salesforce or another CRM/case management system.
• Experience with registry state portal or compliance-based submission workflows.
• Experience interacting with customers installers utilities program administrators or third-party vendors.
• Familiarity with operational controls audit trails and tracker-based workflow management.
• Experience with escheatment unclaimed property compliance or payment/banking verification processes.

We are committed to fostering a diverse inclusive and equitable workplace where individuals from all backgrounds feel valued and empowered to contribute their unique perspectives. We strongly encourage applications from candidates of all genders races ethnicities abilities and experiences to join our team and help us build a culture of belonging.