The Operations Lead plays a key role in ensuring the seamless execution of projects from post-sale through generator startup. This position works in close collaboration with the Install Manager to create a streamlined, efficient, and repeatable installation process—with the goal of achieving a one-day installation wherever possible.
High levels of organization, communication, and coordination are essential to ensure customer satisfaction and regulatory compliance throughout the installation lifecycle.
Core Responsibilities
1. Project Coordination & Process Optimization
Partner with the Sales and Install Manager to develop a structured and efficient installation program.
Oversee the full job lifecycle from sales handoff to project completion.
Work toward consistent, repeatable processes that ensure high customer satisfaction and operational efficiency.
2. Permit Management
Responsible for securing permits, including:
Gathering all necessary installation details.
Applying via Connecticut town-specific portals.
Ensuring compliance with local Electrical, Plumbing, Zoning, Wetlands, and Building requirements.
Follow up regularly to remove obstacles that could delay installations.
Collaborate with the bookkeeper to process and mail checks for permit applications.
3. Customer Communication
Provide proactive communication to customers about installation timelines and expectations.
Make live phone calls and send emails ahead of scheduled installations.
Clearly communicate the next steps and requirements before work begins.
4. System & Record Management
Maintain up-to-date records within the FieldEdge system, including:
Permit status
Work order notes
Inspection schedules
Job tags as status changes
Create and manage customer folders and install work orders. Ensure that photos job plans and other documentation is in the customer folders (One drive and Field Edge)
Daily Tasks & Responsibilities
Follow up and complete Permits in progress
Execute FieldEdge workflows (e.g., updating customer job status and tags).
Support the sales team by collaborating daily on any job-specific customer requirements.
Create and manage:
Customer folders- labeled
Installation work orders
Permit applications via local town portals
Track permit progress and communicate updates in debrief and in install meetings
Complete zoning forms, setbacks, and GIS drawings as needed.
Apply for permits, submit required documentation, and confirm license information for the following subcontractors
Electrical
Plumbing
Building
Communicate and coordinate with the Ledge Light Health District, as applicable.
Work with the bookkeeper to process municipal payments and permit-related fees.(G.O.D. accounting)
Choose subcontractors based on job scope, availability, and location.
Note they need to be sent the job plan and photos 2 weeks in advance so planning is key
Schedule:
Electricians and plumbers for day of installation
Inspectors for late in same day if possible
Gas test and final inspections
Generator start-up appointments (when one-day installation is not possible)
Manage equipment and generator inventory, including:
Updating FieldEdge Work Orders
Preparing inventory sheets
Reporting low stock levels
Weekly & Ongoing Responsibilities
Participate in daily debriefs via email and weekly scrum meetings with the installation team.
Continuous update:
Permit statuses (building, electrical, plumbing)
Work orders in FieldEdge with specific details (Example time of inspection)
Tags
Customer Types
Customer communication logs
Communicate with subcontractors and the Install Manager about inspection scheduling.
The escalating process challenges promptly for resolution.
Additional Duties
Maintain and update an Operations Checklist identifying unique permitting requirements specific to each town.
Escalate complex or nonstandard jobs to the owner, sales team and Install Manager.
Participate in yard activities (e.g., receiving generator equipment, using forklifts).
Contribute to project-based initiatives and time-blocked task planning.
Refer new sales leads when appropriate.
Key Attributes for Success in This Role
Ambitious
Collaborative
Committed
Communicative
Confident
Creative
Detail-Oriented (Meticulous)
Enthusiastic
Hardworking
Honest
Humble
Inquisitive
Organized
Positive
Proactive
Reliable
Numbers & Facts
Location
Old Lyme, CT
Skills
Accountingunmatched
Bookkeepingunmatched
Check Processingunmatched
Communication Skillsunmatched
Customer Satisfactionunmatched
Documentation Planunmatched
Electricityunmatched
Forkliftunmatched
Geographic Information Systems (GIS)unmatched
Mail Processingunmatched
Maintain Complianceunmatched
Operations Managementunmatched
Organizational Skillsunmatched
Partner Salesunmatched
Plumbingunmatched
Post-Salesunmatched
Process Improvementunmatched
Process Managementunmatched
Project/Program Coordinationunmatched
Regulatory Complianceunmatched
Salesunmatched
Sales Cycleunmatched
Sales Supportunmatched
Scrum Project Management and Software Developmentunmatched
Startupunmatched
Systems Administration/Managementunmatched
Team Playerunmatched
Testingunmatched
Zoningunmatched
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