Accounts Specialist – CCA

Website Calpine Corporation


“Job Summary: (includes but is not limited to the following, other duties may be assigned):

Calpine Energy Solutions has partnered with Community Choice Aggregators (CCA) in California to provide communities with a choice to purchase cleaner energy at competitive rates. CCAs procure renewable sources of electricity for their customers and utilize the power lines, owned by the local utility, to distribute this renewable energy. Calpine Solutions provides essential back office and data management services for CCAs.

The CCA Account Specialist (Projects) role isresponsible for ensuring critical CCA projectsuccess. The Project Specialist provides operational subject matter expertise as part of the design and implementation of new utility or CCA client projects, rate projects, and SOC process controls. The Specialist also provides training and assists with process documentation for the Billing, Account, and Rate teams to ensure project completion or compliance. The Specialist providessupport to the CCA Operations Supervisors and Management Team and assist in a back-up capacity as needed. CCA Account Specialists are key components of this rapidly growing program; making themselves an essential part of Calpine Energy Solutions expanding services.

Job Responsibilities:

CCA Client & Utility Project Collaboration (25%)
• Provide subject matter expertise to internal partners, CCA clients, and utility partners using strong written and verbal communication when communicating.
• Participate in regular, collaborative client-facing and utility-facing meetings, proactively ensure critical business requirements are communicated internally and needed action items are established from an Operational and as needed IT perspective. Travel as needed to in-person meetings as a representative of Calpine Solutions.
• Collaborate and communicate with management and IT, continuously re-evaluate roadmap items and consider new efficiencies and needs.
• Correspond and follow-up frequently with local utility regarding project testing and inquiries, provide updates to operations team, client services team, rate team, contact center, or CCA clients.
• Troubleshoot and resolve exceptions, anomalies, and errors as needed.
• Identify risks, research root cause, communicate to management, and provide suggestions for resolution.

SOC Audit Organization & Completion (25%)
• In collaboration with management, organize, lead, and maintain successful SOC Audit efforts.
• Participate in SOC meetings and trainings, provide expertise and ensure efforts move forward in a timely manner. Delegate audit information collection as needed to Operations and IT teams.
• Ensure SOC audit controls are clearly defined and team is aware and participating in required SOC documentation. Provide feedback to management regarding risks and observations including areas of possible improvement in cross-functional department communication.
• Provide collaboration with new hire trainer, routinely update SOC procedures and training materials, and assist to new and developing employees.
• Escalate incomplete samples or inaccurately performed SOC controls to management, provide training and collaboration with other team leads as needed to improve existing SOC processes.
• Review daily processes and interactions identify gaps, organize internal communication, and drive improvement with controls and automation.

Rate Project Management (25%)
• In collaboration with management, organize, coordinate, and maintain successful CCA Rate Design & Project Completion. Overhaul the rate testing processes and complexities, drive automation and efficiencies while maintaining operational excellence.
• Establish proactive and detailed communication processes to ensure client and team expectations are met. Coordinate communication with CCA clients, client services, and account team regarding rates.
• Contribute to establishing a Rate Team Training process to maximize the number of employees able to complete rate testing. Ensure all required documentation is completed for SOC purposes.
• As requested, oversee project management of CCA annual rate change organization, including account verification of CCA Rate Sheet, distributing to CCAs, create rate testing schedules and update roadmap. Coordinate analysis of applicable utility tariffs to ensure accurate rate and billing understanding.
• Actively participate and anticipate utility changes that affect rate structures, coordinate updating rate templates as needed to ensure accurate testing.

Business Knowledge, Organizational Understanding & Expertise (25%)
• Demonstrate the ability to work independently as well as collaboratively. Maintain flexibility and adapt well to change.
• Maintain effective working relationships with clients, customers, internal organizations, internal management, the contact center, and utilities.
• Gain an understanding of how the tasks at hand have a broader impact to the business. Solicit feedback from team members regarding current processes and potential process improvements; drive process improvements through training, enhancements, or automation. Share expertise with the team.
• Maintain current knowledge of new and launching CCAs, programs, utility initiatives and rates, as well as the broader energy industry.
• Be proficient in understanding and articulating the nuances of the various CCA Programs.
• Stay informed and communicate operational needs regarding all updates, upgrades, and program changes to pertinent internal and external parties; maintain knowledge of significant projects department-wide and provide input as requested.
• Practice high ethical standards; build an environment where team is accountable for such things as time, communication, statistics, organizational understanding and business knowledge.”


“• Education Level – Bachelor’s Degree
• Work Experience – 5 years
• Available to Travel (as needed)
• Intermediate to advanced level Excel skills
• Proficient Outlook and Microsoft Office Suite
• Proficient Microsoft Dynamics CRM
• Proficient with keyboard shortcuts
• Proficient with CIS Systems
• Leadership, organization, critical thinking, and attention to detail
• Analytical with utility data and customer service requests
• Requirements gathering from the business side to the technical side
• Strong verbal and written communication
• Sense of urgency and professionalism
• Ability to retain multiple facets of frequently changing programs”

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