Job Summary
We are seeking a detail-oriented and technically minded Sales Operations Specialist to act as the vital link between our Sales, Finance, and Project Engineering teams. You will be the primary liaison of our sales process, ensuring that complex solar and battery backup projects move seamlessly from a signed contract to a successful installation.
If you have experience in the solar industry, a knack for CRMs, and/or the ability to explain technical concepts to customers, we want to hear from you.
What You’ll Do
- Contract & Documentation Management: Prepare and distribute project agreements, amendments, and change orders. You’ll ensure every job folder is audit-ready before handing it off to our project team.
- Cross-Functional Coordination: Serve as the primary communicator between Sales, Operations, and Finance to resolve project bottlenecks and ensure customer payments are processed accurately.
- CRM Mastery: Maintain all customer data and contracts within our CRM, ensuring high data integrity and accessibility.
- Technical Customer Support: Answer foundational technical questions for existing customers regarding their Solar and Backup Power systems.
- Lead & Schedule Management: Manage inbound web/phone leads, schedule site visits for Sales Advisors, and coordinate final project walkthroughs.
- Reporting: Support the Sales Manager in tracking and maintaining key sales metrics to help the business grow.
Qualifications (Preferred)
- Solar Industry Experience: Previous experience with solar PV or battery backup systems is highly preferred.
- Technical CRM Proficiency: Experience working with complex CRMs (such as Salesforce, HubSpot, or industry-specific tools).
- Detail-Oriented: You take pride in catching the small errors in a contract before they become big problems.
- Communication: Ability to translate technical project details into clear information for customers and internal teams.
- Adaptability: We are a growing company in an evolving industry; you should be comfortable with processes improving and duties evolving over time.
Schedule:
- 8 hour shift
- Monday to Friday
Pay: $24.00 - $28.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Work Location: In person
