Order Management Specialist

Overview

Are you a process-driven professional with a sharp eye for detail and a passion for ensuring quality from start to finish?

We’re looking for an Order Management Specialist to join our growing team and play a critical role in supporting our solar operations and finance submission process.

In this role, you'll be responsible for managing key project milestones, submitting documentation to finance partners, and ensuring every solar installation is accurately represented and compliant. You’ll validate installation photos, confirm commissioning statuses, and work closely with homeowners and installation partners to gather missing information and resolve documentation gaps.

If you're someone who thrives in a fast-paced, team-oriented environment—and you're ready to make an impact while living our core values of Customer First, Personal Accountability, and Humble Courage—we’d love to connect with you

• Responsible for milestone submittals to finance companies, including: M0, NTP (Notice to Proceed), M2, M3

• Able to interpret and validate Installation Photos based on finance company requirements

• Understands how to confirm site commissioning status

• Coordinates with homeowners and Installation Partners to resolve missing documentation or requirements

• Functionally aligned with a QA/QC (Quality Assurance/Quality Control) role, ensuring accuracy and completeness of submissions

• Generate reports from the CRM and assist with data entry and cleanup.

• Communicates with clients to coordinate, update, and request required information/document.

• Adhere to established schedule as designated by leadership.

• Maintain professionalism and responsiveness in workplace and online communications.

• Make meaningful contributions in all weekly meetings (1x1’s and team huddles) by maintaining engagement through questions and responses.

• Live by and promote the ClearSource Core Values (Customer First, Personal Accountability, Humble Courage, Hungry, Happy and Healthy).

• 1 year experience in any US Residential Solar company.

• Salesforce Experience/Expertise is a plus.

• Residential solar contract/milestone familiarity is a plus.

ClearSource offers a competitive salary as well as opportunities for career growth and professional development. We have an inclusive culture that values diversity and the contributions our employees make to the organization’s success. We also offer:

• Competitive salary – Get paid for doing what you love

• Medical and dental insurance (with free dependent coverage).

• Group life insurance for peace of mind.

• Paid time off (PTO) – Because work-life balance matters.

• Outstanding career growth opportunities – Learn, advance, and develop your career.

• A fun, innovative, and energetic team culture – Be part of a company that values its employees

• Skills and leadership development to help you reach your full potential.

• Free meal for onsite employees

At ClearSource, our mission is simple: Making Lives Better—for our employees, our clients, and their customers. Our culture is built on a strong foundation of core values that shape everything we do:

• Customer First – We are obsessed with delivering an exceptional customer experience.

• Personal Accountability – We do the right thing and own our actions.

• Humble Courage – We embrace feedback, seek growth, and push ourselves to improve.

• Hungry – We bring passion, energy, and drive to everything we do.

• Happy & Healthy – We believe in balance, well-being, and a positive workplace.

If these values resonate with you, this is your chance to join a fast-growing, high-performing team