Experienced Energy Consultant with a proven track record in lead generation, client data management, and quality assessment. Demonstrated expertise in utilising advanced Excel functions and Google Sheets to streamline processes and enhance reporting efficiency. Successfully improved team call quality and client engagement, resulting in a 30% increase in successful client interactions. Adept at providing actionable insights to team members, promoting energy solutions, and collaborating with utility companies for incentives. Proficient in project management, seminar creation, and green building certifications knowledge. Career goal: to leverage extensive experience in energy consulting to drive sustainable solutions and optimise client satisfaction.
• Managed and maintained client data.
• Used Excel and Google Sheets.
• Ensured accurate and up-to-date information for lead generation and follow-ups.
• Streamline data entry.
• Tracked client interactions, and monitor overall progress.
• Enhanced reporting and analysis efficiency.
• Conducted quality assessments of team calls.
• Ensured compliance with company standards.
• Improve overall customer engagement.
• Improved the team's call quality and client data management processes.
• Generated leads through inbound and outbound calls.
• Scheduled and confirmed appointments with clients.
• Reported client updates, call outcomes.
• Maintained and updated client data and appointment records.
• Used Excel and Google Sheets to ensure accuracy.
• Tracked appointments to make the management of client information more efficient.
• Built and maintained relationships with programme staff, subcontractors and outside stakeholders.