Products & Services Specialist / Senior Products & Services Specialist
Duke Energy Corporation, Charlotte, NC, United States
Job Summary
The Direct Offers team is seeking a specialist to play a pivotal role supporting multiple Energy Efficiency (EE) programs and offers. The Direct Offer team is comprised of behavioral, DIY, in-home and marketplace energy efficiency programs such as the Home Energy Report, Home Energy House Call, and Online Savings Store. This position works across program teams and partners to coordinate day-to-day operations, strengthen performance tracking and process consistency, and help ensure a seamless customer experience from offer design through fulfillment. By enabling timely, accurate, and easy-to-use EE direct offers, this role helps customers access meaningful benefits—such as lower energy bills, improved comfort and equipment performance, and reduced energy use—while supporting business goals for participation, satisfaction, and savings. The specialist tracks key performance indicators, coordinates program activities, and delivers clear updates that keep work moving and operations running smoothly. Depending upon the desired qualifications of the successful applicant, the hiring manager may elect to fill this position at a higher level within the job hierarchy.
Key tasks include:
Validating program participation and accurate vendor invoices.
Tracking and interpreting key program metrics, identifying and executing on opportunities for standardization.
Documenting program processes, inventories, and procedures, and standardize across applicable programs.
Responsibilities
Financial & Performance Management
Review and validate vendor invoices, purchase orders, and requisitions; coordinate issue resolution and maintain required documentation.
Track and report key program metrics (e.g., participation, fulfillment, savings, customer experience) and maintain standard dashboards and files.
Support monthly close activities, including preparing draft accruals and validating financial data for accuracy.
Operational Management
Provide day-to-day operational support across multiple EE direct-offer programs; intake requests, prioritize work, and coordinate next steps with internal stakeholders and vendors.
Maintain program documentation, process maps, inventories, and standard operating procedures; drive consistency across program manuals and tools.
Identify trends, defects, and process gaps; synthesize findings into actionable recommendations and track resolution through completion.
Support compliance needs by following established requirements and escalating risks or exceptions as needed.
Marketing, Sales & Acquisition Support
Coordinate with stakeholders to support campaign execution, tracking, and performance reporting for new and existing offers.
Capture and track leads and customer follow-ups generated by campaigns and communications; ensure timely handoffs and closure.
Monitor acquisition and funnel metrics and flag opportunities to improve customer experience, participation, and conversion.
Continuous Improvement & Innovation
Contribute to enhancements to offers, tools, and processes by gathering feedback, testing changes, and supporting rollout communications and training.
Drive and implement standardization of repeatable processes, inventories, and documentation across applicable EE Direct Offers programs to further enable comprehensive automation.
Basic / Required Qualifications
Products & Services Specialist
Bachelor’s degree in Engineering, Marketing, Business Administration, Finance, Business or other related degree.
In lieu of required degree, High School/GED and minimum five (5) years relevant work experience.
Sr. Products & Services Specialist
Bachelor’s degree in Engineering, Business, Finance, Business Administration or other related degree.
In addition to required degree, minimum two (2) years relevant work experience.
In lieu of required degree, High School/GED and minimum seven (7) years relevant work experience.
Desired Qualifications
Recent college graduates with STEM‑related degrees (such as business, engineering, computer science, or similar fields), or candidates with equivalent foundational experience.
Working knowledge of Microsoft Excel, PowerPoint, Word, and SharePoint, with an aptitude to continue building proficiency.
Exposure to change management concepts, process improvement, or data integration through coursework, internships, or early professional experience.
Familiarity with eCommerce platforms or digital marketplaces is strongly desired.
Working Conditions
Hybrid: Work will be performed from both remote and onsite locations. Employee will be required to report to their assigned work location 3 days per regular workweek. Hybrid employees are required to live within a reasonable daily commute to their assigned work location.
Normal office environment with some travel, including overnight travel and site visits.
Long periods of sitting and extended use of computer and telephone/cell phone or other PDA device.
Some positions may be on call 24/7 as normal work dictates; all positions are on call 24/7 during storm.
Travel Requirements
5‑15%.
Relocation Assistance Provided (as applicable): No.
Represented/Union Position: No.
Visa Sponsored Position: No.
Please note that in order to be considered for this position, you must possess all of the basic/required qualifications.
#J-18808-Ljbffr
The Direct Offers team is seeking a specialist to play a pivotal role supporting multiple Energy Efficiency (EE) programs and offers. The Direct Offer team is comprised of behavioral, DIY, in-home and marketplace energy efficiency programs such as the Home Energy Report, Home Energy House Call, and Online Savings Store. This position works across program teams and partners to coordinate day-to-day operations, strengthen performance tracking and process consistency, and help ensure a seamless customer experience from offer design through fulfillment. By enabling timely, accurate, and easy-to-use EE direct offers, this role helps customers access meaningful benefits—such as lower energy bills, improved comfort and equipment performance, and reduced energy use—while supporting business goals for participation, satisfaction, and savings. The specialist tracks key performance indicators, coordinates program activities, and delivers clear updates that keep work moving and operations running smoothly. Depending upon the desired qualifications of the successful applicant, the hiring manager may elect to fill this position at a higher level within the job hierarchy.
Key tasks include:
Validating program participation and accurate vendor invoices.
Tracking and interpreting key program metrics, identifying and executing on opportunities for standardization.
Documenting program processes, inventories, and procedures, and standardize across applicable programs.
Responsibilities
Financial & Performance Management
Review and validate vendor invoices, purchase orders, and requisitions; coordinate issue resolution and maintain required documentation.
Track and report key program metrics (e.g., participation, fulfillment, savings, customer experience) and maintain standard dashboards and files.
Support monthly close activities, including preparing draft accruals and validating financial data for accuracy.
Operational Management
Provide day-to-day operational support across multiple EE direct-offer programs; intake requests, prioritize work, and coordinate next steps with internal stakeholders and vendors.
Maintain program documentation, process maps, inventories, and standard operating procedures; drive consistency across program manuals and tools.
Identify trends, defects, and process gaps; synthesize findings into actionable recommendations and track resolution through completion.
Support compliance needs by following established requirements and escalating risks or exceptions as needed.
Marketing, Sales & Acquisition Support
Coordinate with stakeholders to support campaign execution, tracking, and performance reporting for new and existing offers.
Capture and track leads and customer follow-ups generated by campaigns and communications; ensure timely handoffs and closure.
Monitor acquisition and funnel metrics and flag opportunities to improve customer experience, participation, and conversion.
Continuous Improvement & Innovation
Contribute to enhancements to offers, tools, and processes by gathering feedback, testing changes, and supporting rollout communications and training.
Drive and implement standardization of repeatable processes, inventories, and documentation across applicable EE Direct Offers programs to further enable comprehensive automation.
Basic / Required Qualifications
Products & Services Specialist
Bachelor’s degree in Engineering, Marketing, Business Administration, Finance, Business or other related degree.
In lieu of required degree, High School/GED and minimum five (5) years relevant work experience.
Sr. Products & Services Specialist
Bachelor’s degree in Engineering, Business, Finance, Business Administration or other related degree.
In addition to required degree, minimum two (2) years relevant work experience.
In lieu of required degree, High School/GED and minimum seven (7) years relevant work experience.
Desired Qualifications
Recent college graduates with STEM‑related degrees (such as business, engineering, computer science, or similar fields), or candidates with equivalent foundational experience.
Working knowledge of Microsoft Excel, PowerPoint, Word, and SharePoint, with an aptitude to continue building proficiency.
Exposure to change management concepts, process improvement, or data integration through coursework, internships, or early professional experience.
Familiarity with eCommerce platforms or digital marketplaces is strongly desired.
Working Conditions
Hybrid: Work will be performed from both remote and onsite locations. Employee will be required to report to their assigned work location 3 days per regular workweek. Hybrid employees are required to live within a reasonable daily commute to their assigned work location.
Normal office environment with some travel, including overnight travel and site visits.
Long periods of sitting and extended use of computer and telephone/cell phone or other PDA device.
Some positions may be on call 24/7 as normal work dictates; all positions are on call 24/7 during storm.
Travel Requirements
5‑15%.
Relocation Assistance Provided (as applicable): No.
Represented/Union Position: No.
Visa Sponsored Position: No.
Please note that in order to be considered for this position, you must possess all of the basic/required qualifications.
#J-18808-Ljbffr