Join The Smart Team

The Customer Journey Representative will play a critical role in the planning, execution, and delivery of ECO4 projects, ensuring that all activities are completed on time, within budget, and to the highest quality standards. This role requires a detail-oriented professional with excellent organisational skills, strong communication abilities, and a proactive approach to problem-solving. The Customer Journey Representative will work closely with the Heads of Departments, engineers, and other internal and external stakeholders to help achieve the company’s overall goal of providing ECO4 measures across England and Wales.

• Project Support: Assist Heads of Department in developing project plans, timelines, and budgets for energy efficiency initiatives.
• Scheduling and Coordination: Coordinate project activities with the customer, including site visits, and quality inspections.
• Documentation and Reporting: Maintain detailed project records, including schedules, progress reports, and updates. Prepare project documentation and reports for internal and external stakeholders.
• Risk and Issue Management: Identify project risks and issues early, report them to the Heads of Department, and assist in developing mitigation strategies.
• Quality Assurance: Ensure that all project deliverables meet quality standards and compliance requirements, by scheduling regular quality checks throughout the project.
• Communication: Serve as a key point of contact for project stakeholders, keeping all parties informed of project progress and addressing inquiries or concerns promptly.
• Data Analysis: Assist in gathering and analysing key performance indicators relevant to project success.

• 2+ years of experience in project coordination. Previous experience in the energy, sustainability, or construction industries is advantageous.
• Knowledge of energy efficiency, building systems, or related fields is advantageous.

• Strong organisational and multitasking abilities.
• Excellent written and verbal communication skills.
• We are seeking a friendly, approachable individual who excels in building positive relationships with clients, colleagues, and stakeholders. A people person who enjoys collaborating and can foster a welcoming, inclusive environment.
• Proficiency with project management software (e.g., Microsoft Project, Asana, or similar tools).
• Ability to work independently and as part of a team in a fast-paced environment.
• Ability to work effectively with various teams, including engineers, project managers, sales, and external stakeholders, to align on project goals and ensure smooth execution.
• Proven experience managing multiple projects simultaneously, ensuring that deadlines, budgets, and quality standards are met across all initiatives.
• Strong focus on accuracy when handling project documentation, scheduling, and reporting. Ensures that no details are overlooked in the execution of energy efficiency projects.
• Excellent verbal and written communication skills, capable of conveying complex information to both technical and non-technical stakeholders. Skilled in facilitating meetings, preparing presentations, and writing reports.

The ideal candidate will possess Air Source Heat Pump qualifications and have the technical expertise to ensure information to provided to allow installations to be complete to the highest standard. Gas Safe certification is advantageous but not essential. We are seeking a skilled and qualified Technical Surveyor to work on ECO4 Air Source Heat Pump and Able To Pay Gas Boiler Installs.

Conduct face-to-face Heating, Insulation, and Solar Upgrade sales meetings with potential customers

Present and promote products or services to clients

Determine customer eligibility against funded or able to pay criteria

Negotiate contracts and close deals

Collate and complete all required paperwork and supporting evidence

Provide exceptional customer service throughout the sales process

Maintain accurate records of sales activities and customer interactions

Collaborate with the sales team to achieve targets

Technical Installation Survey for Air Source Heat Pumps in compliance with ECO4 scheme standards.

Create kit lists for specific materials required for installations

Ensure all work is completed efficiently, safely, and meets the required specifications.

Liaise with customers to provide excellent service and address any queries or concerns.

Maintain accurate documentation and records of completed work.

Complete Heat Loss reports during a technical survey

Collaborate with team members and other departments to ensure seamless project delivery.

Stay up-to-date with industry standards, regulations, and best practices.

Adhere to health and safety policies and procedures at all times.

Air Source Heat Pump experience.

Proven experience in heating and plumbing installations and maintenance.

Strong problem-solving skills and attention to detail.

Excellent customer service and communication abilities.

Full UK driving license.

Hydraulic & Flow Rate/Heat Loss understanding (training can be provided)

Experience working on ECO4 scheme installations.

Familiarity with renewable energy systems and technologies.

If you are an experienced Heating Engineer with knowledge in Air Source Heat Pump installations, we would love to hear from you. Join our growing team and contribute to delivering high-quality.