Solar Service Advisor at Simply Solar – Petaluma, California

Simply Solar is a full-service residential solar company based in the Bay Area, operating for over 12 years. We've built our reputation on tackling some of the most technically complex residential projects in California while serving a high-end clientele. Today, we're expanding our service division, building on a foundation of technical excellence and customer trust. Our dedicated service division specializes in solar system removals and reinstallations, repairs, battery additions, system expansions, and inspection reports. We pride ourselves on responsive service, technical excellence, and a customer-first approach. As we grow our service division, we're looking for a driven, organized, and technically savvy individual to be the backbone of our service operations.

When you join the Simply Solar team, you join an amazing culture of people who care deeply about the work they do. You join an organization committed to empowering people to make positive, measurable changes in their personal lives and our communities.

We also offer competitive pay with excellent benefits, company trips/events, PTO, 401K, and more. Plus, we’re pet-friendly!

Join our team, and do work that matters!

The Solar Service Advisor is the engine of our service division. You'll own the full lifecycle of our solar service work from generating leads and writing quotes to scheduling jobs and directing technicians in the field each day. This is a dynamic role that blends outside sales, customer relationship management, and hands-on operational coordination. If you thrive in a fast-paced environment, love solving problems, and want to see the direct results of your work, this role is for you.

Key Responsibilities

Sales & Estimating

• Prospect for and develop new solar service business through referrals, realtor partnerships, roofing contractors, and inbound leads
• Conduct site visits and system assessments to scope service needs
• Prepare accurate, professional quotes for all service work, including: panel and system removal & reinstallation (R&R) for roofing projects, system troubleshooting and diagnostics, inverter, panel, and component repairs, battery storage additions (e.g., Enphase, Tesla Powerwall, Franklin), system expansions and panel add-ons, and real estate solar inspection reports and production summaries for home sales
• Follow up on open proposals and close service agreements
• Build and maintain long-term relationships with roofing companies, real estate agents, and existing customers

Coordination & Scheduling

• Schedule and dispatch technicians for all service calls and project work
• Create and manage work orders, ensuring technicians have the parts, equipment, and information needed before arriving on site
• Coordinate material procurement and manage parts inventory
• Communicate proactively with customers regarding scheduling, job status, and completion
• Track job progress and ensure projects are completed on time and within scope

Technician Direction

• Provide daily direction and oversight to solar service technicians
• Conduct morning briefings and end-of-day check-ins
• Review job quality, safety compliance, and customer satisfaction
• Help identify training needs and support technician development
• Foster a positive, accountable team culture in the field

Reporting & Administration

• Maintain accurate records in [CRM/field service software, e.g., Salesforce, ServiceTitan, Solargraf]
• Track job costs, margins, and department revenue in coordination with leadership
• Report on key metrics: quote volume, close rate, revenue, and job completion times
• Assist with warranty claims, utility interconnection coordination, and permit documentation as needed

Qualifications

Required

• 2+ years of experience in the solar industry (service, installation, or sales)
• Strong understanding of residential solar PV systems, inverters, and monitoring platforms (Enphase, SolarEdge, SMA, etc.)
• Proven ability to read and produce quotes or proposals
• Excellent communication and customer relationship skills
• Strong organizational skills with the ability to manage multiple jobs simultaneously
• Valid driver's license and clean driving record

Preferred

• Experience directing or coordinating field crews or service technicians
• Familiarity with battery storage systems (Enphase IQ, Powerwall, etc.)
• Experience with real estate solar disclosure reports or pre-sale inspections
• Proficiency with field service or CRM software

What We Offer

• Base Salary: $60k Base + Commission
• Performance Compensation: Potential for bonus based on achieving growth targets and operational milestones
• Benefits: Medical, dental, and vision insurance; 401(k) with company match; PTO; mileage reimbursement for field travel
• Professional Development: Support for certifications, training, and industry conferences as you grow in the role