Power TakeOff

• Owns their own pipeline and accounts end-to-end, strengthening long-term account management • Manages a larger and more complex portfolio, yielding more kWh savings • Builds and maintains strong client relationships, adapting outreach strategies to different customer types and needs • Leads client meetings, representing the company confidently and answering questions accurately • Effectively manages their pipeline, keeping stages up to date and notes on all accounts • Manages client expectations independently • Independently analyzes data to prioritize tasks and make decisions within their portfolio • Uses data to prioritize accounts, adjust approach, and track savings goals • Effectively explains how metrics inform their decisions • Confidently uses data to make recommendations for the most common facility types • Uses data and prioritization to increase efficiency and drive stronger results • Identifies areas for continuous improvement in the EA role or within processes • Independently troubleshoots common issues and finds solutions, acting as a “go-to” within their pod for informal guidance • Participates in regular knowledge-sharing to support their pod’s success • Participates in team discussions and helps build a positive team environment • Demonstrates reliability and accountability for their work • Strategizes on how to accomplish their own goals to support team success • Demonstrates persistence and resiliency in the face of challenges • Adapts to change professionally and effectively

• Participates in in-depth training on outreach competencies and energy efficiency basics • Follows established playbooks and seeks help for issues outside of their experience • Completes accurate documentation and follows program processes consistently • Conducts cold outreach to build a viable, high-quality sales pipelines • Participates in contact findings and re-prospecting to maintain a robust pipeline • Builds positive relationships with customers, adapting to their approach and needs • Demonstrates persistence and resiliency in the face of challenges • Learns how to effectively leverage systems like Outreach.io and Salesforce to keep customer information organized • Develops consistency in follow-ups and keeps thorough notes on status • Demonstrates a strong attention to detail when following team processes • Leverages AI to promote efficiency and effectiveness of outreach efforts • Partners with internal teams to support one another’s success and customer satisfaction • Participates in team discussions and helps build a positive team environment • Demonstrates reliability and accountability for their work, proactively asking for help • Participates actively in team meetings and discussions • Adapts to change professionally and effectively • Accepts and responds to feedback to support ongoing development and success

• Participates in in-depth training on outreach competencies and energy efficiency • Learns to interpret reports and data to use data to drive energy-savings decisions • Follows established playbooks and seeks help for issues outside of their experience • Builds confidence in explaining energy program information and answering questions • Develops steady outreach activity and meeting volume to establish baseline performance • Builds foundational outreach and customer management skills to manage a portfolio of customers using a pre-defined outreach plan • Leverages emotional intelligence to build positive relationships with customers, adapting to their approach and needs • Demonstrates strong meeting facilitation skills that drive behavior change • Learns how to effectively leverage systems like Outreach.io and Salesforce to keep customer information organized • Completes accurate documentation and follows program processes consistently • Develops consistency in follow-ups and keeps thorough documentation • Understands QC standards and is responsible for basic QC on their own handoffs • Builds proficiency in handoffs, reporting, and pipeline hygiene • Leverages AI to promote efficiency and effectiveness • Participates in team discussions and helps build a positive team environment • Demonstrates reliability and accountability for their work, proactively asking for help • Participates actively in pod meetings and discussions • Demonstrates persistence and resiliency in the face of challenges • Adapts to change professionally and effectively • Accepts and responds to feedback to support ongoing development and success

Position Summary The Data Operations Analyst is a technical role responsible for ensuring the stability, accuracy, and efficiency of our core data pipelines and operational processes. This individual uses technical skills to manage data flows, troubleshoot issues, perform analysis, and support continuous improvement. This role serves as a critical link between our Data and Delivery teams, translating data into actionable insights and robust processes that support program delivery and other operations. The focus of this position is on the execution and maintenance of existing data processes and workflows. Key Responsibilities - Core Responsibilities: - - Run predefined Python scripts and notebooks in Databricks for routine tasks. - Perform regular data uploads to Salesforce using tools like Data Loader, ensuring accuracy. - Write basic SQL queries to extract data and answer routine business questions. - Handle first-tier data-related inquiries and support tickets from the Delivery team. - Assist in the documentation of operational processes. - Lead Generation Management & Support: Perform weekly manual reviews of sites to ensure pipeline replenishment. Provide ad-hoc lead generation support as requested. - Technical Pipeline Management: Oversee and troubleshoot core operational processes, including Salesforce data uploads, data quality checks in Databricks, and the execution of automated flows. - Data Quality Assurance: Proactively monitor and resolve data quality issues by running data checks, investigating anomalies, and managing data integrity across platforms. - Reporting & Support: Build and maintain reports and dashboards in Salesforce and/or BI tools (e.g., AWS Quicksight). Provide direct support to the Delivery team by handling ad-hoc analysis, data pulls, and custom reports. - Process Improvement: Document existing data processes and collaborate with technical teams to test, troubleshoot, and support the automation and enhancement of operational workflows. Key Qualifications - Bachelor's degree in a technical field or equivalent practical experience. - Strong organizational skills and high attention to detail. - Excellent communication skills with the ability to explain technical concepts. - Familiarity with Salesforce, particularly data management and reporting. - Basic understanding of SQL and data manipulation concepts. - Ability to work in a remote team environment. Location and Travel Power TakeOff is a 100% virtual company with no physical office location. However, many employees are based in two hubs in the areas around Denver, CO and Kitchener-Waterloo, Ontario. Residence in one of these two hubs is desired but not required, and relocation assistance will not be provided for the position. This position is eligible for employment in both the United States and Canada. Travel is not expected for this position. Power TakeOff will cover the associated accommodation and travel expenses for any company travel. Compensation and Benefits The total expected base salary range for employees residing in the U.S. is between $65,000 - $80,000 USD and CAD 76,200 - CAD 93,800 per year, depending on experience. Power TakeOff maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, and market conditions. - Medical insurance, including vision and dental - Health Savings Account contributions - Retirement plans with company matching - Student Loan Incentive Repayment Program (eligible 12 months after employment) - Generous time off, including: - - 15 paid vacation days, increasing to 20 after the first year - 7 flexible well-being days - At least 9 paid holidays - All company winter break between Dec. 25th and Jan. 1st - Summer "Friyays", from June through August we get each 2nd and 4th Friday off! Join our team and play a key role in driving positive impacts for our business, our customers, our utility clients, the environment, and all of society!

• The Energy Efficiency Engineer I/II will be a technical lead for Power TakeOff’s two key utility offerings: our Virtual Commissioning (VCx) and Virtual Strategic Energy Management (vSEM) programs, as well as provide technical support for other new energy management initiatives. • This role will be a central knowledge expert for HVAC, controls, and energy efficiency best practices; advising customers at large commercial, institutional, and manufacturing sites on optimal controls to uncover deep, low/no-cost energy efficiency opportunities. • An Energy Efficiency Engineer II would also leverage past experience to be an expert technical resource supporting other new Demand Side Management (DSM) programs or offerings, and may have some independent direct work with customers. • This role is part of Power Takeoff’s internal Technical Team, and you will report to the Senior Energy Efficiency Engineering Manager within Power TakeOff’s Portfolio Management team. • Customer Engagement: Work alongside Energy Advisors and vSEM coaches to analyze interval energy usage data, identify key drivers of energy use, and discover low and no-cost energy savings measures at customer facilities. Help the vSEM coaches develop technical material for the ongoing vSEM workshops. • Technical Resource Development and Training: Contribute to research and documentation to help shape internal resources and best practices for technical engagement. Monitor the performance of Energy Advisors, collaborating with the Technical Team manager to identify training needs and opportunities for professional development. • Measurement and Verification (M&V): Partner with the internal M&V team to evaluate and communicate performance results; in some cases, assisting Energy Advisors and vSEM Coaches with resolving technical issues with the customer.

• Customer Engagement: Work alongside Energy Advisors and vSEM coaches to analyze customer load profiles and find low / no-cost curtailment strategies that align with specific business operations at each facility. • Analyzing interval energy use data and working with customers to discover energy efficiency opportunities will also be a regular component of this role. • Technical Resource Development and Training: Contribute to research and documentation to help shape internal resources and best practices for technical engagement. • Monitor the performance of Energy Advisors, collaborating with the Technical Team manager to identify training needs and opportunities for professional development. • Measurement and Verification (M&V): Partner with the internal M&V team to evaluate and communicate performance results of both peak shaving and energy use reduction. • In some cases, this would include assisting Energy Advisors and vSEM Coaches with resolving technical issues with the customer. • Training and Professional Development: Learning & training on additional technical skills to prepare to be a dynamic contributor to other programs outside of vSEM.

• Administer email marketing and sales engagement platforms (e.g. Outreach.io, OneSignal) • Serve as an internal platform expert to assist the team with questions and problems • Manage the configuration of the email marketing platform to ensure campaigns run smoothly • Maintain an active outreach calendar by managing the frequency of contact with customers • Act as a point of contact with vendors of email marketing software to stay informed about changes • Plan, create, test, and launch segmented email outreach campaigns • Draft email campaign templates with automated input fields related to personalization • Verify the correct configuration of email templates through robust testing • Execute fully automated (trigger) and semi-automated (drip) email campaigns • Ensure compliance with regulations for email campaigns and keep up with regulatory changes • Analyze and report relevant metrics and campaign results to management • Create reports and presentations on email campaign performance • Communicate insights and suggestions to other teams • A/B test email content, send timing, and segmentation • Complete HTML coding/scripting when necessary for adequate email content • Provide input on effective language for high quality outreach content