Sales Operations Coordinator

Description

• Contribute to the development and maintenance of customer service and communication best practices.
• Support the sales team by preparing and reviewing proposals, contracts, and other sales documents, ensuring they are complete and accurate.
• Maintain accurate records of all customer interactions, project details, and communications within the company's CRM system.
• Provide feedback to sales and project management teams on recurring customer concerns or issues, helping to refine sales strategies and project execution.
• Collaborate with sales representatives to ensure that all customer information, project details, and agreements are accurately documented and communicated.
• Monitor project timelines and coordinate with homeowners and sales representatives to address any delays or changes in the schedule.
• Act as the primary point of contact for homeowners throughout the solar installation process, providing timely updates and addressing concerns.
• Coordinate with the sales team to schedule site visits, consultations, and other customer appointments.
• Ensure that all necessary permits, inspections, and approvals are obtained and communicated to homeowners in a timely manner.
• Assist in the preparation and submission of required documentation for project permits, rebates, and incentives.
• Identify opportunities to improve communication processes and customer experience, collaborating with sales and operations teams to implement changes.
• Assist homeowners with understanding their solar options, contracts, and the installation process, providing explanations and answering questions as needed.
• Escalate complex issues to the appropriate departments or management as needed, ensuring a swift and satisfactory resolution.
• Ensure that all customer-facing documents, such as contracts and agreements, are compliant with industry regulations and company policies.
• Facilitate clear and consistent communication between homeowners and sales representatives, ensuring all parties are informed of project status and next steps.
• Work closely with the EPC project management team to ensure that customer expectations are met throughout the project lifecycle.
• Follow up with homeowners after project completion to ensure their satisfaction and address any remaining concerns.
• Address and resolve any issues or concerns raised by homeowners, working with internal teams and sales representatives to find solutions.

Requirements

• Excellent organizational and time management skills, with the ability to handle multiple projects and tasks simultaneously.
• Proficiency in CRM systems (e.g., Salesforce, HubSpot) and project management tools.
• Strong communication and interpersonal skills, with the ability to effectively manage relationships with homeowners and sales representatives.
• 2+ years of experience in customer service, sales support, or project coordination, preferably in the solar industry or a related field.
• Bachelor’s degree in Business Administration, Communications, or a related field, or equivalent experience.
• Knowledge of the solar industry, including installation processes, regulations, and incentives, is a plus.

Benefits

• A collaborative and environmentally conscious work environment.
• Health, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Opportunities for career growth and professional development.
• Paid time off and holidays.
• Competitive salary based on experience.

Training + Development

Interview process

Visa Sponsorship

Security clearance