Vivek Shah Email & Phone Number

New York, Ny, Us

Dublin, Ohio, United States

• Manage the interaction with IGS’s shared service groups such as billing and collections, IT, finance and accounting, legal and regulatory, and marketing to sustain business operations and deliver upon the business’s strategic objectives.• Mange a team of 5 Customer Success Analysts. • Manage day to day operations and relationship with new and existing Engineering, Procurement, and Construction (EPC) partners. This would include establishing the accounts and permission clearances with the Solar 360 application, ensuring the scheduling and review of physical on-site inspections to ensure compliance with IGS standards, and gathering relevant documents to ensure compliance with the onboarding process.• Manage the growth and monetization of existing partners through scalable initiatives that span across multiple states.• Manage deliverables and quality standards are met in accordance with the agreed scope, schedule, and budget. Direct the preparation of project studies, reports, etc. • Collaborated with Chief Operations Officer to develop and implement new partner features, reporting, and technical solutions.• Maintain the ongoing EPC partner relationships and contract negotiations to ensure departmental goals are achieved. Perform multiple responsibilities and project-related in a changing environment. Contribute to IGS’s goal of scaling our Residential Solar business quickly and efficiently. • Foster a culture of innovation within Residential Solar to ensure we are always bringing new ideas and technologies to our customers and partners.

Dublin, Ohio, United States

- Maintain the ongoing EPC partner relationships to ensure departmental goals are achieved.- Manage the interaction with IGS’s shared service groups such as billing and collections, IT, finance and accounting, legal and regulatory, and marketing to sustain business operations and deliver upon the business’s strategic objectives.- Manage the addition of new Engineering, Procurement, and Construction (EPC) partners. This would include establishing the accounts and permission clearances with the IGS's Solar 360 application, ensuring the scheduling and review of physical on-site inspections to ensure compliance with IGS standards, and gathering relevant documents to ensure compliance with the onboarding process.- Research State and utility rules and regulations to prioritize new market entry efforts and develops plans to execute.- Manage deliverables and quality standards are met in accordance with the agreed scope, schedule, and budget.- Direct the preparation of project studies, reports, etc.- Collaborate with the Vice President of Residential Solar to ensure business processes and projects align with the market changes.- Perform multiple responsibilities and project-related in a changing environment.

Dublin, Ohio, United States

- Led the Solar Incentive & Payment team, including day to day management, training, team growth, and development.- Assisted team to ensure effective and efficient processing of operational responsibilities.Identified, researched, and resolved partner issues using analytical skills.Researched and created new processes for new incentive programs.- Developed and leveraged user guides and job aids to carry out daily tasks and cross trained other team members.- Built and empowered members of the team to grow in their careers and become more effective in the industry. - Actively partnered with IGS's shared service groups such as billing and collections, IT, finance and accounting, legal and regulatory, and marketing to sustain business operations and deliver upon the business's strategic objectives. - Reviewed and audited invoices and solar system documentation from outside parties at various stages throughout the installation process.

South Plainfield, New Jersey

Led a small team, provided direction within the entire Operations department to shorten project durations. Ensured projects were funded in a timely manner. Coordinated with all financial partners to drive revenue goals and developed standard operating procedures/payment schedules.Informed, shaped, and managed cross-functional efforts to analyze and identify operational improvement opportunities and then establish, refine, and maintain processes, standards, and workflows in support of all Momentum teams. Implemented standard operational processes and quality control methodologies.Supported the company’s senior executive team through analysis and interpretation of operational and financial data to drive decision-making and best practices. Worked with vendors, customers, and internal teams to deliver on project timelines. Reviewed and provided analysis on cash management services provided by external parties. Stayed continually educated in solar/storage product changes, code requirements, and standards. Provided regular financial, staffing, and project performance reports to management. Evaluated and managed the resources and processes required for the successful completion of a high volume of residential solar projects. Developed an internal feedback loop to ensure distributed staff involvement in a continuous quality improvement process. Worked with Lien vendors to file mechanical liens for unfunded projects alleviating any financial responsibility from Momentum. Assisted the Customer Service department to provide solutions on high risk projects.

Metuchen, Nj

Performed desktop reviews of projects to ensure compliance with plans, specifications, manufacturers' requirements, client requirements, and/or applicable codes and standards.Maintained data on residential PV and energy storage products, balance of system components, installation instructions, test methods, and other documents as deemed appropriate for the work. Identified, analyzed, categorized and assigned necessary work to achieve solar installation. Maintained a constant feedback loop with cross functional groups and outside vendors to ensure quality and timely completion of required work.Supported the company’s senior executive team through analysis and interpretation of operational and financial data to drive decision-making and best practices. Worked with vendors, customers, and internal teams to deliver on project timelines.

Metuchen, Nj

Notary Public (State of New Jersey) Commission Expiration Date: April 29th, 2021Identify, analyze, categorize and assign necessary work to achieve solar installation. Maintain a constant feedback loop with cross functional groups and outside vendors to ensure quality and timely completion of required work. Support the company’s senior executive team through analysis and interpretation of operational and financial data to drive decision-making and best practices. Work with vendors, customers, and internal teams to deliver on project timelines.Inform, shape, and manage cross-functional efforts to analyze and identify operational improvement opportunities and then establish, refine, and maintain processes, standards, and workflows in support of all operations teams.

Metuchen, New Jersey

NMLS ID: 1375999Notary Public (State of New Jersey) Commission Expiration Date: April 29th, 2021Took residential mortgage loan applications and offered or negotiated terms of residential mortgage loans for compensation or gain. Sold customers on the value and benefits of suggested alternatives.Met with customers and prospective clients to develop a better understanding of other financial objectives and needs. Assess customer information and suggest appropriate product and service solutions.Provided sound advice at every customer interaction to create a positive customer experience and ensure that the customer’s financial needs are met. Provided exceptional customer service by meeting all customer demands as they relate to relatively straightforward inquiries, with the support of more experienced personnel.Originated loan applications, prepared documents and conducted loan closings. Proactively reached out to customers to deepen relationships through needs-based conversations.

Edison, Nj

Develop and attain customer experience and sales objectives for store. Handle all administrative aspects of the sale including: completing customer contracts and warranties, pulling products from inventory, accepting customer payments and filing the completed orders. Maintain a strong knowledge of all products, accessories, pricing plans, promotions and service features. Maintain knowledge of competitive offers and provide critical market feedback to the Store Manager regarding local competition and product/service needs. Provide efficient, courteous customer service and assist in all aspects of product offerings and services.

Woodbridge, Nj

Engage customers using selling skills to build complex, connected solutions in a fast-paced, dynamic environment where customers feel supported and leave delighted. Accumulate and apply the appropriate knowledge and expertise through continuous learning and self-development, enabling you to provide an excellent customer shopping experience. Maintain your department’s merchandising and readiness to serve customers. Back up the sales team for phone and store pickup.