Lead Proposal Administrator

Allied Experts | Cherry Hill, NJ

Position Summary

Allied Experts is seeking a highly analytical and detail-oriented Lead Proposal Administrator to join our growing team. This position serves as the company's internal building performance expert, responsible for transforming home energy audits and field-collected data into comprehensive project proposals that improve a home's comfort, safety, health, durability, and energy efficiency.

The Lead Proposal Administrator plays a critical role in the customer journey by analyzing building performance data, designing solutions, creating accurate project proposals, performing energy modeling, developing HVAC system designs, coordinating equipment selections, and maximizing available rebates and financing opportunities for homeowners.

This position requires a unique blend of technical knowledge, critical thinking, project design, data analysis, and customer-focused problem solving.

Benefits

• Medical, Dental, and Vision Insurance
• 401(k) with Company Match
• Company-Paid Life Insurance
• Ongoing Training and Professional Development
• Opportunities for Career Advancement and Future Growth
• Paid Time Off and Holidays

Essential Functions & Responsibilities

• Develop accurate residential and commercial project proposals based on energy audits, building performance data, and customer needs.
• Analyze and model project opportunities to improve home comfort, safety, health, durability, and energy efficiency.
• Design HVAC and weatherization solutions that align with program requirements, customer goals, and company profitability targets.
• Review audits for completeness and accuracy while providing feedback to Building Analysts and Auditors.
• Coordinate with internal departments to ensure proper project design, equipment selection, and pricing.
• Maximize available rebates, incentives, and financing opportunities for customers.
• Prepare and submit project documentation to utility and rebate programs for approval and reimbursement.
• Monitor proposal performance, win rates, and project margins while identifying opportunities for continuous improvement.
• Maintain accurate project records and ensure compliance with program requirements and company standards.
• Serve as the company's internal subject matter expert on proposal development, building performance modeling, and project design.

Key Performance Indicators (KPIs)

• Complete all assigned proposals and submissions within established timelines.
• Maintain a high level of proposal accuracy and quality.
• Achieve targeted gross margin goals on residential projects.
• Ensure timely and accurate utility program submissions.
• Review completed audits and provide actionable feedback to auditors.
• Develop accurate Manual J calculations and HVAC system designs.
• Effectively incorporate mechanical and weatherization considerations into project recommendations.
• Monitor and improve proposal conversion rates and win/loss performance.

Qualifications

Required

• Strong analytical, problem-solving, and critical thinking skills.
• Exceptional attention to detail and organizational abilities.
• Strong written and verbal communication skills.
• Ability to interpret technical information and translate it into customer-focused solutions.
• Strong time management and project management skills.
• Advanced computer proficiency.

Preferred

• Experience with residential energy efficiency, weatherization, HVAC, or home performance programs.
• Experience performing Manual J calculations and HVAC system design.
• Working knowledge of Zoho, ServiceTitan, Snugg, or similar software platforms.
• Understanding of utility rebate programs, financing options, and energy efficiency incentives.
• Experience developing proposals, estimates, or project designs.

Position Type & Schedule

• Full-Time
• Monday through Friday
• 8:00 AM – 4:30 PM