Sales Administrator

Responsibilities

Support the CEO and Sales Manager in planning, coordinating, and completing administrative tasks for the sales process of renewable energy projects.

Client communication, conducting research, event planning, creating and distributing sales collateral, and CRM data management.

Data Entry and CRM Management : Entering lead and contact information for businesses and facility managers into the CRM; updating opportunity stages, timelines, and notes specific to solar project lifecycles.

Managing email lists and distribution for commercial solar communication.

Scheduling appointments and meetings with business decision-makers and facility managers; sending calendar invites and confirmations for meetings and site visits.

Communication and Reporting : Sending follow-up emails and making reminder calls after initial contact with commercial leads; drafting basic communication like introductory or thank you emails tailored to commercial clients.

Generating basic reports on sales activity and key metrics related to commercial solar opportunities.

Prospect Research and Qualification : Researching potential customers in the commercial sector (businesses, factories, etc.) and compiling qualified lead lists based on energy consumption data and suitability for solar power; qualifying leads based on pre-defined criteria, including business size, energy usage patterns, and roof suitability for solar panels; assisting with competitive research on other solar providers in the commercial space.

Sales Collateral and Document Management : Formatting and customizing solar proposal slide decks; participating in the creation and distribution of company sales materials (digital, printed, and web-based) including employee gear, business cards, case studies, testimonials, and project documentation; managing document templates, tracking document execution, sending reminders for signatures, and filing completed documents.

Qualifications

3 years experience in energy, sales, administration, or other related field.

Excellent oral and written communication skills.

Strong time management skills.

Ability to evaluate priorities and multi-task accordingly while keeping others apprised of status with respect to deadlines.

Ability to identify problems and discrepancies, independently perform research and analysis of causes, and recommend corrective actions.

Detail and results-oriented with an ability to work in a cross-functional, fast-paced, and constantly evolving environment as well as extended hours, as required.

Proficient in computers and technology, including Microsoft365 (Excel, Word, PowerPoint, Teams), Cloud-based storage (BOX, Dropbox), Document management (Adobe Acrobat, Docusign), CRM (Salesforce preferred), and Gmail / Gsuite.

Ability to navigate and manage a remote work environment, including having a dedicated workspace and Internet access.

Minimum Technical and Work Environment Requirements

Internet Connection : Primary internet connection with a minimum speed of 15 Mbps; backup internet connection with at least 10 Mbps, backup connection must be capable of supporting work during a power outage.

Primary Device : Desktop or laptop equipped with at least an Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor; a minimum of 8 GB RAM.

Backup Device : Must meet or exceed the performance of an Intel Core i3 processor; must be functional during power interruptions.

Peripherals and Workspace : A functioning webcam; a noise-canceling USB headset; a quiet, dedicated home office space; a smartphone for communication and verification purposes.

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