Full-Time Solar Assistant-Design, Lead Intake, Scheduling

Overview

We are seeking a reliable and tech-savvy Virtual Assistant to support our solar business operations. This role is full-time and involves solar design assistance, client intake calls, lead follow-ups, and scheduling/administrative tasks. You’ll collaborate closely with our internal team and external stakeholders to ensure projects move smoothly from initial intake through completion.

Responsibilities
1. Solar Project Support
• Assist with solar design: use basic design tools or software (e.g., OpenSolar) to create preliminary layouts (training can be provided).
• Gather necessary property and utility data to support design feasibility.
2. Lead & Customer Intake
• Handle incoming inquiries via phone, email, or chat.
• Qualify new leads by asking relevant questions (usage, home ownership, location, etc.).
• Schedule consultations or site visits as needed.
3. Appointment Booking & Calendar Management
• Coordinate appointments between the sales team, clients, and external vendors.
• Keep track of deadlines, follow-up dates, and important milestones.
• Update and maintain the master calendar.
4. Administrative Tasks
• Keep records and client data organized in CRM or spreadsheets.
• Send follow-up emails, reminders, and gather required documents (e.g., utility bills, signed contracts).
• Collaborate with the marketing VA to provide project-related updates or highlight success stories.
5. Customer Service & Communication
• Provide routine status updates to clients and handle basic inquiries.
• Escalate complex issues to management as needed.

Qualifications
• Experience in customer service or call handling (inbound and outbound).
• Comfortable speaking on the phone and via Zoom/Skype; excellent English communication skills.
• Basic understanding (or strong willingness to learn) of solar design tools.
• Proficiency in Google Workspace or Microsoft Office (Sheets, Docs, Excel).
• Organized and detail-oriented, with strong administrative skills.
• Self-driven, can work independently and manage time effectively.

Nice-to-Have Skills
• Previous experience in the solar industry or related field.
• Familiarity with CRMs (e.g., Highlevel).
• Basic knowledge of project management tools (e.g., Trello, Asana).

Compensation
• Full-time (8 hours/day).
• Range: (e.g., USD $500-$800/month) depending on experience.
• Potential for performance-based incentives.

How to Apply
1. Send a voice recording introducing yourself and explaining your interest in the solar industry.
2. Share any relevant experience or training in solar design or customer intake.
3. Include the words “Bright Future” in your subject line or cover letter.