Sales Operations Specialist

Role Overview

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.

What You Will Do

The Specialist fields service calls, coordinates with the service team, and assists sales leadership with processing deals.

Why It Might Be a Fit

The ideal candidate will have strong conversion of inbound leads to scheduled appointments, minimized appointment no-show rates through proactive customer engagement, and consistent data integrity and up-to-date deal statuses within the company CRM.

Requirements

• 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.