Customer Success CoordinatorCustomer Success Coordinator
cherry
ID Verified$900
per month
($5/hour)
Profile Description
Remote-experienced customer service and case management professional with 10+ years across the U.S. residential solar, technical support, insurance, and project coordination fields. Most recently managed the Permission to Operate (PTO) process for a U.S. solar company — auditing interconnection paperwork, submitting to utilities, and resolving redlines to get systems approved for grid power — after two years in a customer resolution (CARE) role handling post-installation homeowner support. Bache...
Top Skills
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Customer Success
Work Experience
PTO Specialist
Our World Energy
Oct 2023 - Sep 2026
Key Achievements:
Owned the Permission to Operate (PTO) process — the final stage before a solar system is legally cleared to send power to the utility grid — from document audit through utility submission to case sign-off. Audited and compiled PTO packages within 24 hours of a case entering PTO status, verifying signed Interconnection Agreements, Site Plans/Single Line Diagrams, equipment spec sheets (inverters, modules, disconnects), and installation photos for completeness and accuracy. Submitted audited packages to utilities through the correct channel for each utility, including online portals (e.g., PowerClerk), email submissions, and utility-specific paper forms. Tracked cases through utility review (typically 5–21 business days), monitoring status end-to-end and keeping cases visible until utility sign-off. Resolved utility “redlines” (rejection notices listing required corrections), coordinating fixes and resubmitting within 1–5 business day windows to keep approvals on schedule.