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Sales Operations Specialist

Remote (US-based)

The Opportunity

InCharge Energy is seeking a highly organized and detail-oriented Sales Operations Specialist to play a key role within our dynamic sales team. This role is critical in ensuring accurate sales order processing, supporting revenue-generating activities, and driving operational efficiency through data integrity and process optimization.

This is an excellent opportunity for someone who understands the mindset of a salesperson but thrives in a back-end operational role — someone who enjoys solving problems, streamlining processes, and maintaining high-quality data to enable business growth. The ideal candidate will bring experience in Salesforce, strong Excel skills, and a passion for building smooth, scalable workflows in a fast-paced, entrepreneurial environment.

This position reports to the Sales Operations Manager and will operate remotely, aligned to East Coast business hours.

What You'll Do

You’ll take a hands-on role in supporting the day-to-day operations of our sales team, including:

Sales Operations & Process Management

  • Own key components of the sales order processing workflow, ensuring accuracy and adherence to procedures from quote to close
  • Assist with the creation and submission of quotes and proposals on behalf of the Sales Team
  • Support the Sales Team in troubleshooting and resolving operational roadblocks to enable a smooth customer experience

Data Integrity & Reporting

  • Perform regular data entry, order revisions, and updates within Salesforce
  • Analyze and expedite data requests to support business reporting and operational visibility
  • Conduct ongoing data audits to ensure accuracy, consistency, and integrity across sales information

Cross-Functional Collaboration

  • Work closely with internal teams — including Sales, Accounting, and Project Management — to ensure clean handoffs, accurate billing information, and a seamless order process
  • Maintain open and proactive communication with Sales Representatives to understand needs, support their workflows, and offer process improvements
  • Build trusted relationships across teams to support pre-sale and post-sale activities

Process Documentation & Continuous Improvement

  • Develop and maintain detailed documentation of sales processes, best practices, and standard operating procedures
  • Identify opportunities to streamline tasks and improve operational efficiency in support of a growing business

Your Experience and Capabilities

  • 1–2 years of experience using Salesforce (or a similar CRM) specifically to support sales operations — including data entry, quote creation, order processing, and reporting
  • Familiarity with maintaining accurate customer records, updating sales pipelines, and supporting end-to-end sales processes within a CRM platform
  • 1–2 years of experience analyzing sales data, generating reports, or managing KPIs to support a sales or operations team
  • Strong working knowledge of Microsoft Excel, including formulas and organizing large data sets for reporting or operational tracking
  • Exceptional attention to detail and a commitment to data accuracy and cleanliness across systems
  • Excellent organizational skills with the ability to prioritize multiple requests and meet deadlines in a fast-paced environment
  • Strong communication skills — able to clarify requirements, ask the right questions, and ensure alignment with Sales and internal teams
  • Comfortable documenting processes and continuously identifying ways to improve efficiency
  • Ability to work independently while collaborating across teams in a remote work setting

US Hourly Range

$28 - $30 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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