Resource Innovations

General

• Provide support to LUMA customers interested in applying for a rebate or seeking information or assistance on submitted applications, primarily through email and as needed by phone
• Process program applications accurately and efficiently, including reviewing applications and supporting documentation, entering information into the program tracking system, and following established procedures
• Maintain data accuracy and established program processes and procedures
• Identify and escalate issues affecting application processing, customer experience, or program performance
• Communicate and coordinate with other departments to support customer needs and ensure timely, accurate application processing
• Maintain electronic and hard-copy filing systems and application and rebate documentation while safeguarding confidential customer information
• Collaborate with team members on process improvements and continuous improvement efforts
• Provide peer training and job-shadowing support as assigned
• Perform other duties as assigned

Solution Delivery Coordinator – Business

Affiliate Manager

• Serve as a key contact for distributors, contractors, utility partners, and internal teams.
• Build trust-based relationships that support program participation and success.
• Advance projects through proactive communication, coordination, and follow-up from submission to payment.
• Support presentations, trainings, and in-person events promoting program offerings.
• Develop and distribute marketing content and program communications.
• Assist with applications, project tracking, documentation, and issue resolution.
• Monitor program activity, maintain project databases, and support reporting on participation, performance, and milestones.
• Collaborate with program management, marketing, outreach, rebate processing, and software teams.
• Adapt to changing program needs, market conditions, and client priorities while maintaining customer service and partner satisfaction.
• Perform other duties as assigned.

Partner Relations Associate

Manager

• Oversee successful execution of assigned assessment programs
• Provide oversight and leadership to direct reports
• Monitor program progress against contract requirements, quality expectations, timelines, and financial goals
• Approve invoices before submission of expenses as necessary
• Coordinate with cross-functional teams to support assessment program success
• Provide program performance reporting to executive staff and clients
• Coordinate with engineering, analytics, business development, and finance teams on program operations, reporting, and client deliverables
• Meet assessment program budget, productivity, quality, and profitability targets
• Serve as the client’s senior point of contact
• Attend client meetings
• Support staff with difficult customer relationships or requests
• Monitor contracted vendor performance as needed
• Develop and manage program staffing plans
• Motivate and manage employees through performance management and feedback systems
• Provide staff development opportunities
• Maximize employee engagement and retention
• Act as liaison between RI offices
• Represent the local office or program at meetings, conferences, and presentations
• Serve as an engaged member of the Senior Advisory Council

Senior Manager, Assessment Customer Programs

Supervisor

• Coordinate daily BEES program operations, including customer outreach, survey scheduling, field activity support, application review, reporting, pipeline management, and database updates
• Supervise assigned program staff by delegating work, monitoring priorities, supporting training, coaching performance, and escalating staffing or performance concerns to the Senior Manager
• Conduct outbound calling and targeted outreach to large prospective customers
• Oversee team calling activity to generate leads, promote no-cost energy efficiency surveys, and support participation goals
• Represent and promote the BEES program at events, trade shows, community meetings, industry forums, and other outreach opportunities
• Review survey documentation, customer reports, energy savings calculations, required paperwork, and related submittals for completeness, accuracy, quality, and compliance
• Provide day-to-day guidance to staff on customer service, issue resolution, program procedures, survey documentation, report preparation, and client expectations
• Monitor outreach, survey production, pipeline status, QA/QC findings, customer feedback, and documentation completion
• Identify gaps and recommend corrective actions to the Senior Manager
• Support communications with customers, trade allies, clients, and stakeholders
• Prepare program status reports, production summaries, participation updates, quality control findings, and other progress reporting
• Travel throughout Central and Southern California approximately 30% to 40% of the time to support program operations, customer engagement, staff oversight, field activities, and quality review
• Support achievement of BEES survey, outreach, participation, and pipeline goals
• Monitor staff productivity, morale, training needs, and adherence to program procedures
• Identify process improvements, program risks, and operational issues and communicate recommended actions to the Senior Manager
• Work safely and follow safety policies and procedures

Program Supervisor

Customer Support

• Provide professional and courteous customer service through inbound and outbound calls and email
• Respond to questions regarding program guidelines, eligibility, services, application status, and documentation requirements
• Conduct outbound calls and follow up on open leads according to program requirements and performance goals
• Maintain accurate records of customer interactions and contact attempts
• Review and respond to voicemail messages and callback requests
• Address customer inquiries and complaints professionally
• Maintain confidentiality of customer and program information
• Enter, update, and maintain customer and program information in internal, external, and utility databases
• Research program information and customer records to provide accurate assistance
• Obtain and maintain supporting documentation for program enrollment files
• Use Microsoft Office, particularly Excel, for data entry and administrative tasks
• Perform basic mathematical calculations to assess customer eligibility and program qualifications
• Meet productivity and quality standards set by Program Management
• Manage time effectively and maintain consistent attendance
• Perform general administrative duties, including copying, faxing, and preparing outgoing mail
• Learn and apply program guidelines and materials
• Perform other duties as assigned

Customer Service Representative

Infrastructure Engineer

• Design, deploy, configure, and maintain Microsoft Azure infrastructure across approved subscriptions, resource groups, regions, and landing-zone patterns
• Administer Azure Virtual Machines, managed disks, Storage Accounts, Virtual Networks, Network Security Groups, private endpoints, load-balancing services, DNS, backup, and hybrid connectivity
• Use Azure Monitor, Log Analytics, Azure Service Health, diagnostic settings, alerting, and recovery tools to maintain service availability and operational visibility
• Apply Azure Policy, resource locks, tagging, role-based access control, privileged-access standards, and Microsoft Defender for Cloud recommendations
• Administer Microsoft 365 tenant settings, service health, administrative roles, licensing assignments, usage reporting, and support escalations
• Administer Exchange Online mail flow, accepted domains, shared resources, distribution groups, transport rules, message tracing, retention coordination, and service troubleshooting
• Administer Microsoft Teams policies, calling and meeting settings, lifecycle controls, external access, guest collaboration, and service troubleshooting
• Administer SharePoint Online and OneDrive site administration, sharing controls, permissions support, storage oversight, synchronization issues, and collaboration governance
• Coordinate Microsoft 365 Apps administration, update-channel decisions, service configuration, deployment support, and issue resolution with endpoint-management teams
• Administer Microsoft Entra integration for Azure and Microsoft 365, including groups, administrative roles, enterprise applications, managed identities, service principals, access assignments, and least-privilege controls
• Use PowerShell and Microsoft Graph to automate Azure and Microsoft 365 administration, reporting, license management, configuration validation, and operational tasks
• Monitor Microsoft 365 service health and Message Center communications, assess organizational impact, coordinate response, and maintain stakeholder-facing service documentation
• Partner with cybersecurity and compliance teams on Microsoft Purview, Defender XDR, data retention, sensitivity labels, DLP, audit, eDiscovery, and security posture improvements
• Troubleshoot incidents, fulfill service requests, implement approved changes, document root cause, maintain runbooks and diagrams, and participate in escalation or on-call coverage when required
• Perform other duties as assigned

Azure Infrastructure Engineer, M365

Administration

• Support administration and maintenance of Microsoft Entra ID and related identity services
• Assist with user provisioning, deprovisioning, and role-based access management
• Support Workday–Microsoft Entra synchronization and employee lifecycle integrations
• Monitor and troubleshoot authentication, federation, SSO, and identity synchronization issues
• Assist with MFA, Conditional Access, and identity security controls
• Participate in access reviews, governance initiatives, and identity-related audits
• Create and maintain operational documentation and support procedures
• Assist with Microsoft 365 administration, including Exchange Online, Teams, SharePoint Online, OneDrive, and collaboration tools
• Support user accounts, licensing, mailboxes, distribution groups, and collaboration services
• Troubleshoot service issues and monitor Microsoft service health notifications
• Support Microsoft Intune and endpoint management initiatives
• Assist with Azure subscriptions, resource groups, virtual machines, storage, networking, and platform services
• Monitor Azure availability, performance, and security compliance
• Support cloud governance, cost management, automation, and process improvement using PowerShell or Azure Automation
• Participate in incident response, troubleshooting, and operational support
• Collaborate with Infrastructure, Security, HR, and Application teams
• Support cloud modernization and digital transformation projects
• Contribute to documentation, knowledge sharing, and continuous improvement

System and Identity Administrator

Ecommerce

• Develop customer acquisition strategies for Customer Engagement programs, including utility marketplaces, limited-time offers, and custom energy-efficiency kit sites
• Translate sales, enrollment, revenue, participation, and energy savings goals into integrated marketing and optimization plans
• Lead strategy across audience acquisition, digital merchandising, promotional planning, conversion optimization, cart recovery, cross-sell, and repeat purchase
• Develop scalable acquisition approaches and customer journeys for pay-for-performance programs
• Partner with Account Leadership to deliver executive-level performance reporting and drive optimization
• Support Corporate Marketing with performance-marketing strategies that generate qualified leads and strengthen the sales funnel
• Lead integrated campaigns across paid search, paid social, display, programmatic, email, direct mail, retargeting, and partner channels
• Establish structured testing programs for audiences, offers, messaging, creative, landing pages, and conversion pathways
• Develop lifecycle strategies supporting acquisition, activation, abandonment recovery, cross-sell, and re-engagement
• Monitor performance across media, email, and CRM platforms and lead cross-functional action plans
• Use customer, media, marketplace, and program data to improve performance and guide investment decisions
• Build RI’s enterprise eCommerce and customer acquisition capability, including operating model, processes, standards, tools, talent, and external partnerships
• Create repeatable playbooks and best practices across Customer Engagement, Pay-for-Performance, and corporate demand-generation initiatives
• Establish KPIs, dashboards, forecasts, and optimization practices connecting marketing activity to program and financial outcomes
• Coach marketing, account, and program teams and help define the organizational structure required to scale the capability
• Report to the Vice President of Marketing and collaborate with the Marketing Account Management team

Director, eCommerce and Customer Acquisition

Marketing

• Serve as a day-to-day marketing contact for assigned clients
• Facilitate program, campaign, and project management
• Build relationships with clients, internal stakeholders, and program teams
• Develop understanding of client goals, program objectives, customer audiences, and market dynamics
• Support strategic recommendations, marketing plans, presentations, and points of view
• Lead planning, coordination, and execution of integrated marketing initiatives
• Manage email campaigns, paid media, digital marketing, events, website projects, and print/digital collateral
• Develop and maintain project plans, timelines, milestones, and workflows
• Define project scope, deliverables, priorities, and resource requirements
• Manage project budgets, scopes of work, schedules, and deliverables
• Ensure projects are delivered on time, within scope, and aligned with client objectives
• Monitor project progress and identify risks, dependencies, and roadblocks
• Manage project workflow using the project management system
• Lead status meetings and project discussions
• Present recommendations, project updates, campaign results, and performance insights
• Identify optimization and continuous improvement opportunities based on performance data and market insights
• Coordinate Account Management, Creative, Web Operations, and external partners
• Maintain visibility into project status, timelines, budgets, and resource needs
• Support quality assurance processes
• Improve workflows, processes, and ways of working
• Contribute to a collaborative team culture focused on accountability, quality, and continuous learning