• Partner closely with AI researchers and engineers throughout the full model lifecycle — from early research and development through post-production monitoring. Translate complex underwriting guidelines into clear, consistent property assessments that inform and improve AI models. • Conduct in-depth property reviews to identify gaps or weaknesses in current AI models and recommend improvements. • Supervise labeling teams to ensure accurate property classification in production models. • Provide training and ongoing guidance to annotation teams; perform continuous quality assurance on annotation projects. • Assist in the discovery and evaluation of new and revised AI models, contributing underwriting subject matter expertise. • Maintain open, proactive communication across underwriting and AI teams. Take on special projects and assignments as the team's needs evolve.

• 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