Ygrene Energy Fund

  • Commercial Regional Manager (CRM)

    Job Locations US-TX
    Job ID
    Solar & Commercial Business
  • Overview

    The Commercial Regional Manager (CRM) have both their own pipeline of business and be capable of managing a regional team of Commercial Account Managers (CAM).  The CRM (and his/her team) will develop and close a robust pipeline of Commercial C-PACE projects utilizing both direct sales and channel partner relationships in the assigned regional market.  The candidate will be tasked with managing a team and pipeline of deals to successful closings while building close working relationships with channel partners and property owners.


    Essential Functions:

    • Leadership and ability to manage a sales team
    • Master Ygrene’s C-PACE product offering, process and procedures.
    • Engage new/existing channel partners, train them on advantages of our C-PACE financing products, help guide their project development efforts
    • Engage new/existing clients and channel partners to identify qualified sales opportunities for Ygrene Works C-PACE financing
    • Maintain a close working relationship with channel partners that will lead to repeat business
    • Become expert at the value proposition for each commercial project type available in their market.
    • Develop a pipeline of C-PACE transactions by leveraging these relationships to meet or exceed target goals
    • Manage deal flow through all stages of the transaction pipeline
    • Work closely with the operations team to collect all relevant project documents and maintain close relationship with clients to ensure smooth project delivery
    • Maintain accurate and timely information related to project and relationship level data in CRM system
    • Preserve a high level of personal and professional integrity that reflects well on Ygrene’s established position as the leader in the growing C-PACE market
    • Retain a positive working relationship with his/her team members and Ygrene staff
    • Positive outlook, never give up, can do attitude

    Category I: 60% of time spent

    • Forward looking (new project development) activities
    • In field meeting property owners, property management companies, contractors and other project influencers
    • On phone and computer working through deals to facilitate Ygrene financing of commercial projects

    Category II: 30% of time spent

    • Administrative work to ensure existing projects close
    • Capturing activities in SalesForce or other CRM as required by corporate

    Other Duties as Assigned: 10%

    • Political and policy outreach as assigned by Ygrene
    • Conventions, conferences, association meetings, etc.


    Supervisory Responsibility:

    Assigned CAMs working in their region


    Knowledge, Skills, and Abilities:

    • Knowledge of PACE financing and other traditional financing structures
    • Experience using value proposition tools such as Energy Toolbase
    • Ability to explain value proposition to property owners, property managers, developers, contractors and others
    • Ability to negotiate referral agreements and other financial transactions
    • Ability to compare multiple financial offerings to highlight distinctions and advantages to PACE
    • Ability to develop multiple simultaneous projects from channel partners or from the ground up
    • Ability to persistently and effectively research, contact and engage warm and cold sales leads.
    • Proven ability to interact with C-Suite
    • Excellent written, verbal and presentation communication skills
    • Ability to travel within assigned territory
    • Outgoing personality with strong leadership skills

    Certifications and/or Licenses:  None

    Preferred Education and Experience:

    • 5+ years of experience in outside sales with a proven record of successfully developing and closing commercial deals
    • Bachelor’s degree or equivalent in the fields of commercial real estate, finance, energy efficiency or solar sales
    • 2+ years of experience working with commercial solar distributors, integrators, value added resellers and manufacturers
    • Experience in Salesforce and Microsoft Office

    Work Environment & Physical Requirements:

    • This position operates in a professional office environment and routinely uses standard office equipment such as computers, photocopiers, scanners, and cell phone
    • Work environment is both indoors and outdoors with significant driving between meetings
    • Ability to stand, ben, stoop, sit, walk, twist and turn
    • Ability to lift up to 25 pounds occasionally
    • Ability to use a computer keyboard, calculator, spreadsheets and financial analysis tools such as EnergyToolbase


    Position Type, Expected Hours of Work, and Travel:

    • This is a full-time position.
    • Days and hours of work are Monday through Friday, 8am to 5pm. Evening and weekend work may be required as job duties demand.
    • Significant regional travel is required of this position (up to 50%).


    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.  This document does not represent an employment contract.


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