Jaclyn Zusi-Russell Email & Phone Number

Portland, Oregon, United States

• Conducted in-home energy assessments utilizing the US Department of Energy Home Energy Score energy modeling software• Ensured the accuracy of HES reports in conjunction with the City of Portland requirements• Conducted free assessments for income-qualified homeowners• Maintained schedule for HES appointments• Delivered accurate and timely scores on-site• Educated homeowners and real estate agents on the assessment process, results, and cost-effective energy efficiency… Show more • Conducted in-home energy assessments utilizing the US Department of Energy Home Energy Score energy modeling software• Ensured the accuracy of HES reports in conjunction with the City of Portland requirements• Conducted free assessments for income-qualified homeowners• Maintained schedule for HES appointments• Delivered accurate and timely scores on-site• Educated homeowners and real estate agents on the assessment process, results, and cost-effective energy efficiency upgrades• Consistently worked to assure customer satisfaction• Maintained certification and skills for delivering home energy assessments• Tracked and managed HES data in Salesforce• Worked with team members to create ongoing marketing strategies• Update and maintain CEP databases – volunteer information, donor information, SalesForce CRM for multiple programs• Assist Development Director with marketing by coordinating social media posts, scheduling monthly Adwords and targeted promotional emails, scheduling client interviews, and updating copy for the website• Assist Development Director with fundraising by coordinating fundraising event logistics, procuring donated items, prepping materials for grant applications, and sending donor acknowledgments• Recruit and schedule volunteers for CEP activities as assigned• Supervise and train CEP interns and volunteers• Represent CEP at various community partner/network meetings and events• Assisted Development Director with community outreach events for volunteer and client recruitment• Conduct follow-up evaluation surveys from volunteers, interns, and participants • Provide administrative assistance to the Executive Director including drafting formal correspondence, filing, and other duties • Provide support to the Board of Directors by preparing board packets, scheduling meetings, ordering lunch, and taking minutes • Schedule and support strategic planning committees Show less

Portland, Oregon

• Conducted in-home energy assessments utilizing the US Department of Energy Home Energy Score energy modeling software• Ensured the accuracy of HES reports in conjunction with the City of Portland requirements• Conducted free assessments for income qualified homeowners• Maintained schedule for HES appointments• Delivered accurate and timely scores on-site• Educated homeowners and real estate agents on the assessment process, results and cost effective energy efficiency… Show more • Conducted in-home energy assessments utilizing the US Department of Energy Home Energy Score energy modeling software• Ensured the accuracy of HES reports in conjunction with the City of Portland requirements• Conducted free assessments for income qualified homeowners• Maintained schedule for HES appointments• Delivered accurate and timely scores on-site• Educated homeowners and real estate agents on the assessment process, results and cost effective energy efficiency upgrades• Consistently worked to assure customer satisfaction• Maintained certification and skills for delivering home energy assessments• Tracked and managed HES data in Salesforce• Worked with team members to create on going marketing strategies Show less

Portland, Oregon Area

• Planned and organized outreach activities such as volunteer activities, public events, community meetings, etc.• Managed media scheduling inquiries for political candidates• Researched and assembled marketing materials for current clients• Crafted and distributed messaging documents for current clients• Attended client meetings and conferences• Other ongoing client and partner support

Field team representative for the Bring Back Solar Alliance, organizing volunteers and building events to spread awareness of the roof-top solar ballot initiative in Nevada• Planned and organized outreach activities such as volunteer activities, public events, community meetings, etc• Planned and scheduled field education events in target communities• Initiated orientation and training programs for volunteers• Identified and recruited volunteers and select leaders for… Show more Field team representative for the Bring Back Solar Alliance, organizing volunteers and building events to spread awareness of the roof-top solar ballot initiative in Nevada• Planned and organized outreach activities such as volunteer activities, public events, community meetings, etc• Planned and scheduled field education events in target communities• Initiated orientation and training programs for volunteers• Identified and recruited volunteers and select leaders for running campaign activities• Addressed campaign issues and concerns in a timely manner• Monitored campaign activities closely in collaboration with Managers to ensure campaign goals Show less

• Assisted Training team with scheduling, coordination and venues for preparation of meetings and events• Ensured training dates and information are well coordinated with all teams • Administered all communication with Customer Account Management Group leadership team regarding training sessions • Managed training session attendance • Owned Customer Account Management Group org charts and Who’s Who’s documents • Ran weekly Training check-ins and update project dashboard… Show more • Assisted Training team with scheduling, coordination and venues for preparation of meetings and events• Ensured training dates and information are well coordinated with all teams • Administered all communication with Customer Account Management Group leadership team regarding training sessions • Managed training session attendance • Owned Customer Account Management Group org charts and Who’s Who’s documents • Ran weekly Training check-ins and update project dashboard • Continuously reviewed processes and seeking out more efficient ways to handle responsibilities • Worked with Training team to create, test and proof team resources including knowledge checks • Assisted with the development and management of company sites (SharePoint, Confluence, proprietary learning library, etc.) • Ensured New Hire software and permissions are assigned as appropriate • Participated in facilitation of New Hire training class • Collated and created dashboard of Training feedback and suggestions • Influenced department leadership to participate in training programs • Editor-in-Chief of quarterly company-wide Newsletter Show less

• Called customers regularly according to established service level objectives• Persuaded customers to return paperwork in a timely manner and resolve obstacles• Understood the basics of solar PV systems• Managed customized databases • Monitored multiple job statuses pre and post installation and take action on jobs not meeting service targets• Managed and prioritized a high volume of internal and external inquires via email and phone• Developed and maintained a strong… Show more • Called customers regularly according to established service level objectives• Persuaded customers to return paperwork in a timely manner and resolve obstacles• Understood the basics of solar PV systems• Managed customized databases • Monitored multiple job statuses pre and post installation and take action on jobs not meeting service targets• Managed and prioritized a high volume of internal and external inquires via email and phone• Developed and maintained a strong professional relationship with the Sales and Operations teams Show less

Las Vegas, Nevada Area

• Database project management, reporting and configuration• New employee training including developing training manual• Customer service to homeowners and business community• Rebate management and distribution of payments for contractors• Field event support• Developed relationships with key partners and contractors• File management• Client tracking and management