Project Concierge

Passionate about leading teams and delivering an exceptional customer experience? Join Trinity Solar as a Project Concierge 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

• 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.

Equipment You'll Use

• CRM systems (Salesforce or similar)
• Microsoft Office (Excel, Outlook, Word)
• Adobe Acrobat and document management tools
• Internal reporting dashboards and tracking systems

A Typical Day

• 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

What We're Looking For

• 1-2 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)