Sales Operations Specialist

About Coldwell Solar

Coldwell Solar is a turnkey EPC and trusted renewable energy service provider helping commercial, industrial, and agribusiness customers create an energy plan that fits any business goals and budget. Our energy experts have been dedicated to impeccable quality and exceptional service for our customers spanning commercial, industrial, and agricultural businesses for nearly four decades. Our expertise represents over 150 years of combined experience across clean energy and construction. We've delivered over $620M in economic impact for our customers in ongoing monitoring and support for solar projects. With a legacy of professionalism, integrity, and innovation, we have designed, built, and maintained longlasting energy projects. Today, we are recognized as a Top EPC by Solar Power World with more than 580MW installed and 500 completed projects since our founding in 1986.

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Our Purpose & Values​​

Our purpose is to provide the highest value renewable energy experience to heavy power users – and we do so by staying in integrity with our company values:

- Safety: Safety is at the core of our operations - from product design and service delivery to workplace culture. Our teams follow strict safety protocols to ensure exceptional care at every juncture.​​

- Quality in Everything:​ “Good enough isn’t good enough.” We are dedicated to continuous improvement and intentional investment in everything we do. Our actions deliver the highest quality products and services that exceed functional and aesthetic expectations. ​​​

- Urgency with Purpose: We act with agility, making strategic decisions while maintaining high standards. An owner’s mindset drives us to be adaptable and accountable in every situation.​​

- Collaboration: Collaboration is built on integrity and an open-minded approach. Each team member is ready to contribute independently and competitively, while valuing the strength of the team. Through collaboration and mutual respect, we work together to achieve our goals.​ ​​

- High Value Customer Experience:​ We are committed to adding real value in every action and take pride in delivering exceptional customer experiences. We deeply understand our customers’ unique needs. Our goal is to provide clear guidance through each step of the renewable energy journey while making the process straightforward.

Position Overview:

We are looking for a detail-oriented and dynamic Sales Operations Specialist to join our team. In this pivotal role, you will be the backbone of our sales operations, driving the preparation, execution, and management of critical tasks that keep our sales engine running smoothly. With a sharp focus on creating tailored proposals, maintaining data accuracy, and conducting in-depth utility and energy analyses, you will play a key role in aligning our sales efforts with our overarching business strategy.

Key Responsibilities:

- CRM and Data Management:

- Maintain and update the Customer Relationship Management (CRM) system (HubSpot) with precision and efficiency.

- Track customer interactions, monitor sales activities, and manage pipeline performance to ensure seamless operations.

- Proposal Development:

- Independently create compelling and accurate proposals, including financial models and cash flow analyses, tailored to meet customer needs.

- Collaborate with the team to develop innovative solutions that align with utility regulations and client requirements.

- Utility and Energy Analysis:

- Conduct thorough energy usage analyses using tools like Energy Toolbase and HelioScope.

- Stay up to date on utility regulations, tariffs, and compliance requirements for solar and battery installations, ensuring all projects meet industry standards.

- Operational Support:

- Partner with sales and pre-construction teams to facilitate seamless project transitions from sales to execution.

- Act as the go-to resource for operational tasks, ensuring alignment with company goals and objectives.

- Process Execution and Improvement:

- Execute established sales operations processes while continuously identifying areas for optimization and efficiency.

- Assist in developing and implementing new processes to support evolving business needs and market demands.

- Reporting and Insights:

- Generate comprehensive reports on sales performance, pipeline activity, and market trends.

- Provide actionable insights based on data analysis, driving informed decision-making for the sales team.

Required Qualifications:

- Bachelor’s degree in business, operations, or a related field, or equivalent experience.

- 2+ years of experience in sales operations, data analysis, or a related role.

- Proficiency in CRM platforms (HubSpot preferred), Energy Toolbase, and HelioScope.

- Strong analytical and organizational skills with the ability to work independently and prioritize effectively.

- Exceptional communication and teamwork abilities.

Why Join Coldwell Solar?

- Impactful Work: Be part of a mission-driven organization leading the charge in renewable energy solutions.

- Growth Opportunities: We are a rapidly growing company offering excellent professional development and career advancement potential.

- Innovative Culture: Collaborate with a passionate team that values creativity, innovation, and continuous improvement.

- Comprehensive Benefits: Enjoy a competitive salary, robust benefits, and perks designed to support your well-being and success.

Mission Statement:To optimize sales operations through accurate data management, insightful analysis, and seamless collaboration, ensuring our sales team achieves its strategic goals and delivers exceptional value to customers.

Ready to bring your expertise and passion to a company shaping the future of energy? Apply now and join Coldwell Solar as we illuminate the path to a sustainable tomorrow!

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

- 401(k)

- Dental insurance

- Health insurance

- Paid time off

- Vision insurance

Work Location: Remote