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Sales Operations Specialist

The Opportunity

InCharge Energy is seeking a dedicated and detail-oriented Sales Operations Specialist to join our dynamic sales team. This role is critical in ensuring seamless operations, supporting the sales team in achieving their objectives, and driving data-driven decision-making. 

This position is ideal for someone who understands the mindset of a salesperson but excels in data analytics, process optimization, and operational efficiency. A successful candidate will have a cooperative and courteous personality, with an analytical approach. Success will rely on a strong ability to thrive in a rapidly evolving start-up environment. Reporting to the Sales Operations Manager, the Sales Support Coordinator will play a vital administrative role within the sales team, focusing on data, analytics, process improvements, and maintaining excellent customer relations. 

If you are process-oriented, an analytical thinker, and a team player with a revenue-first mindset, we invite you to apply for this exciting opportunity to contribute to our team's success. 

What You’ll Do

  • Key component in the sales order processing workflow, ensuring adherence to sales processes and procedures end-to-end
  • Support Account Executives, Project Managers, Program Managers and Resellers (VARs) with creating and submitting quotes and proposals
  • Collaborate with cross-functional teams (Sales, Finance, Legal) to review and structure deals, ensuring compliance with pricing policies, contractual terms, and operational requirements
  • Provide real-time support to the sales team by guiding them through deal processes, reviewing contracts, and ensuring that deals are executed efficiently while adhering to company policies and customer requirements
  • Provide comprehensive support to sellers, helping them streamline their workflows and focus on revenue-generating activities
  • Assist sellers with troubleshooting and problem-solving to ensure smooth operations and quick resolutions
  • Maintain open communication with sellers to understand their needs and proactively offer solutions
  • Work cross-functionally to support the sales cycle, including pre- and post-sale activities
  • Build deep working relationships and trust with partner teams across the organization
  • Perform data entry duties related to metrics, sales figures, and other key data
  • Analyze and expedite data requests, enter/revise sales orders, and update shipping information as needed
  • Maintain open communication with sellers to understand their needs and proactively offer solutions
  • Conduct regular data audits to ensure accuracy and integrity of sales information, identifying and correcting discrepancies as necessary
  • Support the organization and cataloging of detailed documentation of sales processes, best practices, and standard operating procedures to enhance team efficiency and knowledge sharing
  • Communicate effectively via phone, email, and Teams; organize meetings between internal and third-party team members

Your Experience and Capabilities

  • 1-2 years of Salesforce experience (data entry, running reports)
  • 1-2 years of analytics experience
  • Strong working knowledge of Microsoft Excel
  • Exceptional attention to detail
  • Excellent organizational skills
  • Adaptability to the changing dynamics of a start-up business
  • Excellent verbal and written communication skills
  • Ability to take initiative and follow directions
  • Proficient computer skills with the ability to adapt and learn new software and technologies

US Hourly Range

$23 - $25 USD

What We Offer

Full-time employees enjoy competitive compensation, yearly bonuses, and benefits package including 401(k) matching contribution, health, dental, and vision, cell phone reimbursement, generous vacation, office meals and snacks, team building events and activities throughout the year. 

Equal Opportunity Employer

Employment at InCharge Energy is based solely upon individual merit and qualifications directly related to professional competence. We strictly prohibit unlawful discrimination or harassment on the basis of race, color, religion, veteran status, national origin, ancestry, pregnancy status, sex, gender identity or expression, age, marital status, mental or physical disability, medical condition, sexual orientation, or any other characteristics protected by law. We also make reasonable accommodations to meet our obligations under laws protecting the rights of the disabled.

CCPA disclosure notice here.

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