Role summary
The Portfolio Manager is the first point of contact for clients, in the day to day running of their portfolio they will ensure that they provide high quality customer service. They will be responsible for managing the clients expectations and maintaining the performance of the client assets whilst ensuring all contractual obligations are met. Gaining or expanding on solar knowledge throughout is a main part of the role to ensure that the best care is being given to the asset.
Main responsibilities
Client facing duties
Primary point of contact for Asset Owner and Asset Management
Regular communications, notifications, impact assessments and co-ordination with Asset Owner representatives; including periodic performance meetings
Responsible for ensuring our client delivers on all aspects of the O&M contracts
Carrying out all services listed in the contract scope within the contract timeframes
Carrying out additional services as agreed by the client
Liaising with the monitoring team about the performance of the sites to be able to inform the client and create actions to remediate
Taking action to ensure we meet or exceeds the guaranteed level of availability
You must gain knowledge of your clients O&M contracts and solar asset status in terms of open issues and activity plans
Development, submission and closing of proposals to optimise performance of your portfolio
Organising solar farm site visits for internal quality inspection, customer tours, issue co-ordination and resolution
Liaison with landowners as needed, including ensuring they undertake site inductions, they are satisfied with the condition of the land, resolving any issues they have, and liaising with them in relation to grazing licences (where relevant)
Internal facing duties
Asset monitoring to support the Service Delivery requirements
Answering the office phone
On call duty in support of Service Delivery rota
Contract budget and profitability responsibility
Asset and O&M contract performance reviews with key internal teams
Engagement and compliance with all the aspects of updating internal systems
Person specification
Essential criteria:
Previous experience in client relations
Ability to communicate client needs with the team and to engage with other parts of the business to ensure they resolve clients’ issues in a timely manner
Ability to manage multiple workstreams and relationships simultaneously.
Ability to put proposals together and help clients understand the rationale and the benefits of implementing them
An excellent listener and strong communication skills
Good team player
Organisational skills
Ability to work to and meet strict deadlines
Works well under pressure
Flexibility and willingness to learn
Ability to work independently
Desirable criteria:
Experience of working in Accounts with Sage
Asset Management experience
Knowledge of Renewables