The Sales Operations Specialist connects prospective customers, the sales team, and the service department. This role rapidly responds to inbound leads, schedules appointments, and maintains accurate data in Zoho CRM. Additionally, the Specialist fields service calls, coordinates with the service team, and assists sales leadership with processing deals. The 40-hour workweek is flexibly split between Sales operations (approx. 25 hours/week) and Service coordination (approx. 15 hours/week).
Essential FunctionsLead Processing & Outreach(Sales - Approx. 25 hours/week)
- Review overnight leads, contact new prospects promptly, schedule appointments, and document all call outcomes in the CRM.
- Conduct persistent outreach by calling and texting unresponsive leads.
- Manage the sales calendar. Send appointment reminders, confirm attendance, follow up on missed appointments, and process schedule changes.
- Assist the Sales Support Specialist to transition closed deals and update project statuses.
(Cross-Departmental)
- Maintain data integrity within the company CRM by accurately recording customer information from inbound and outbound calls, verify data, manage lead statuses, and resolve duplicate records.
- Generate daily reports and coordinate next-day appointments and follow-up schedules for the sales team.
(Service - Approx. 15 hours/week)
- Answer and prioritize incoming phone leads and service inquiries.
- Complete initial intakes accurately and route new requests or existing tickets to the appropriate team members per department standards.
- Respond to missed calls, voicemails, and web inquiries, and maintain accurate logs of all contact attempts.
- Provide accurate service pricing to customers utilizing standardized quoting procedures and approved departmental resources.
- Assist with service scheduling, execute assigned outbound follow-up calls, and thoroughly documenting the outcome of each interaction.
- Strong conversion of inbound leads to scheduled appointments
- Minimized appointment no-show rates through proactive customer engagement
- Consistent data integrity and up-to-date deal statuses within the company CRM
- Seamless and efficient information handoffs between the sales and service teams
- Advanced Communication Skills
- Customer Focus
- Organization & Time Management
- CRM / Technical Proficiency
- Adaptable / Flexible
- Solutions Driven
- Attention to Detail
- Team Collaboration
Work Environment
This role operates on a standard Monday through Friday schedule, consisting of 8-hour shifts (40 hours per week). The weekly workload is flexibly split between Sales operations (approx. 25 hours) and Service coordination (approx. 15 hours).
The work location is primarily based in the Tucson business office. It requires the routine use of standard business equipment, including PCs or laptops and handheld devices such as smartphones or tablets, to manage high-volume inbound and outbound communications and CRM systems.
Physical RequirementsOn occasions, light lifting of common office equipment may require manual dexterity for items weighing up to 25 pounds.
Education And Experience- High school diploma or equivalent required; some college coursework or degree preferred.
- 1–3 years of previous experience in appointment setting, inbound/outbound customer service, or sales administration.
- Demonstrated experience navigating and updating CRM platforms (Zoho experience is highly desirable).
- Previous experience in the solar, construction, or home services industry is a plus.
Skills Required
- High school diploma or equivalent
- 1-3 years of experience in appointment setting, inbound or outbound customer service, or sales administration
- Experience navigating and updating CRM platforms
- Some college coursework or degree
- Zoho CRM experience
- Previous solar, construction, or home services industry experience
What We Do
Our mission is to make the world a better place, one solar panel system at a time. We are energy pioneers, and see each system we design and install as a way of making not only our clients’ lives better, but as moving society as a whole in a positive direction. Solar Gain’s top priority is and always will be our customers. We pursue your needs, goals and interests above all else, and our process is specifically designed to deliver a hassle-free, enjoyable and affordable solar power experience. Innovation is the life-blood of the solar industry, and Solar Gain works hard to stay on the cutting edge of solar technology. We are a leader in design, engineering and implementation of high-performance, integrated solar energy projects. As an EPC contractor, we handle every aspect of your solar panel system installation, and we maintain the highest standards throughout the process. Our engineers welcome design challenges, and rise to them using a range of the industry’s latest solar panel technologies. Our specialists stay current on the safest practices for installation. We use the use the best people and practices to produce quality solar panel systems that are efficient, sustainable and beautiful, and backed by the strongest warranties available. Solar Gain believes in empowering people. It is why we do what we do. We believe that quality solar P.V. systems bring people and businesses independence, and offer people a way to help improve their communities and the world. Our founders are proud owners of solar panel systems, and we have seen how solar power benefits our lives as well as the world around us. Designing and installing residential and commercial solar panel systems is our way of sharing the independence we have found with our valued customers. It is our way of empowering our friends, neighbors, community members and fellow citizens of Planet Earth. It is our way of helping you make the world a better place.
