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