Sales Operations Administrator

The Sales Operations Administrator serves as the central point of coordination for customer opportunities moving through the front end of the Power Solutions sales process. This role is responsible for keeping lead activity organized, customer communication consistent, and opportunity records complete so each step moves forward with clarity and follow-through. Working primarily in our CRM, they help ensure no lead is overlooked, no customer is left without direction, and no opportunity advances without the information required for the next stage.

Core Responsibilities

Manage incoming Power Solutions sales inquiries and ensure every lead is entered into CRM with complete, accurate information

Maintain opportunity records, stages, notes, activities, and customer communication so pipeline data remains current and reliable

Oversee automated text and email workflows, respond directly when follow-up requires human outreach, and identify leads needing immediate attention

Follow the established intake and qualification process to understand customer needs, document project details, and schedule qualified site assessments with the appropriate representative

Confirm appointment details, provide pre-appointment information, and support efforts to reduce cancellations and no-shows

Prepare customer and opportunity records before appointments so the sales team has the information needed for effective consultations

Support the sales team’s use of CRM for proposal preparation and customer presentation workflows

Maintain approved financing resources, share financing information appropriately, and connect customers with the right internal resources when needed

Conduct post-appointment communication, maintain structured follow-up on open proposals, and surface stalled opportunities to the Sales & Marketing Lead

Verify that required sales information is complete before an opportunity transitions into post-sale coordination, returning incomplete items to the appropriate owner for correction

Help create a consistent handoff from Sales to Sales Coordination by confirming proposal documentation, selections, site information, and project details are present

Required Skills & Abilities

Strong process discipline with the ability to follow defined workflows and maintain consistency across repeated tasks

Clear, professional communication skills for customer conversations, scheduling coordination, and internal follow-up

Ability to manage multiple active opportunities while maintaining accuracy, documentation quality, and timely response

Comfort working in a structured CRM environment with sustained attention to detail and data integrity

Confidence identifying missing information and following through until the appropriate owner completes it

Ability to balance steady administrative coordination with changing daily priorities

Other Requirements

Experience in sales support, customer coordination, administrative operations, or a related role

Comfort learning and working extensively in CRM systems such as MyGenPlan

Ability to work within established processes and support a fast-moving sales environment

Compensation details: 26.44-31.25 Hourly Wage

PIdcd47ca3cfd3-31181-41393984

Full-Time