CRM Sales Operations Coordinator - Solar Industry
CRM Sales Operations Coordinator - Solar Industry
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50000 - 50000
1 Vacancy
Job Description
This is a remote position.
Schedule:
- 40 hours per week Flexible during standard business hours
Client Timezone: Australian Central Time (South Australia)
Join a Global Leader in Solar Innovation! Ranked among the top 5 solar companies in Australia and powered by a team of over 2000 passionate professionals we re transforming the renewable energy landscape. Our highperformance sales team drives this mission forward closing deals that fuel sustainable futures. Now we re expanding our team to include a CRM & Sales Operations Coordinator who will streamline our processes.
As the backbone of our sales operations you ll tackle the #1 priority: maintaining flawless CRM accuracy and efficiency so our teams can focus on growth and customer success. This role is perfect for a detailoriented multitasker who thrives on problemsolving and wants to grow in a fastpaced missiondriven environment.
Why You ll Love Working With Us
Impact: Play a pivotal role in Australia s renewable energy transition.
Autonomy: Customize your workload to match your strengths (beyond core CRM duties).
Growth: Gain handson experience in solar sales operations and CRM systems.
Culture: Join a supportive globally connected team ranked #5 in solar innovation with 2000 Employees
Key Duties & Responsibilities
CRM Management & Data Entry (MissionCritical)
- Accurately input sales details (customer info product specs installation requirements) into our Zoho CRM system.
- Ensure errorfree uptodate records to prevent delays for the installation team.
Sales Processing & Documentation
- Attach contracts compliance docs and notes to CRM records postsale.
- Verify checklists (finance approval site specs signed contracts) with all new customers within 48 hours.
Solar System Design Support
- Generate basic designs in Open Solar software using template product codes
- Crosscheck designs against customer needs budget and technical requirements.
Sales Tracking & Financial Reporting
- Log sales into master spreadsheets (categorizing by type: residential/commercial lead source etc..
- Build and Improve upon existing Notion CRM to better represent data to find which lead sources earn the greatest ROI & aid in creating and organising KPI metrics for both individual sale reps and the collective sales team.
Email & Inbox Management
- Respond to routine inquiries using preapproved templates.
- Organize and prioritize the sales inbox flagging urgent issues.
Sales Performance Analytics & Reporting
- Analise sales team KPIs using AI tools and custom Excel formulas to correlate lead quality/quantity with rep performance.
- Identify topperforming lead sources and recommend resource reallocation to maximize conversions.
Notion CRM Development & Optimization
- Continuously improve Notion CRM dashboards to visualize individual/team sales metrics (e.g. charts leader boards).
- Integrate Notion with existing tools (e.g. spreadsheets AI trackers) for realtime performance insights.
What Success Looks Like:
KPI Optimization:
- Use AI tracking tools and custom Excel formulas to analyse sales team performance against KPIs (e.g. conversion rates lead quality).
- Crossreference lead sources with sales rep outcomes to identify highperforming channels and reallocate resources strategically.
- Create dynamic dashboards to foster healthy competition (e.g. ranking reps by leadtoclose efficiency).
DataDriven Insights:
- Propose process improvements (e.g. automating lead scoring) to reduce manual work and boost sales productivity.
- Deliver monthly reports showing how lead source quality impacts revenue enabling smarter budget decisions.
Notion CRM Development:
- Continuously refine our Notion CRM to visualize individual/team sales performance through intuitive charts and dashboards.
- Design workflows that integrate Notion with existing tools (e.g. AI trackers Excel) for realtime visibility into lead pipelines.
- Collaborate with sales reps to ensure the CRM reflects their needs identifying trends (e.g. topperforming lead types).
Requirements
CRM Proficiency
- 2 years of handson experience with CRM systems (Bonus if Zoho / Notion)
- Proven ability to manage highvolume data entry with 100 accuracy.
- 2 years in an administrative sales support or data processing role.
- Experience with spreadsheet management (Excel/Google Sheets) including formulas (e.g. SUMIF VLOOKUP) and pivot tables.
- Comfort with basic IT troubleshooting (e.g. file organisation Google drive)
Organizational & Communication Skills
- Extreme attention to detail errors in CRM data delay installations.
- Ability to prioritize tasks and meet deadlines in a fastpaced environment.
- Clear written English for internal updates & data entry
Preferred Systems & Skills:
- Advanced Notion Expertise: Ability to build custom KPIs dashboards and CRM workflows in Notion (e.g. relational databases automations interactive sales trackers).
- AI Performance Tools: Experience with AI agents or sales coaching tools (e.g. Gong Chorus that analyse call/conversation data to improve rep performance.
Software Proficiency:
- Zoho CRM: Handson experience with Zoho for data entry pipeline management or reporting.
- Power BI: Familiarity with creating visual dashboards to surface sales trends and bottlenecks.
Important Notes:
Notion is your playground: The more skilled you are with Notion s advanced features the more impactful our CRM and reporting will become.
AIdriven insights: We prioritize candidates who can leverage AI tools to turn raw data (e.g. call transcripts lead responses) into actionable sales strategies.
Independent Contractor Perks
- HMO Coverage for eligible locations
- Permanent work from home
- Immediate hiring
- Steady freelance job
CRM Proficiency 2+ years of hands-on experience with CRM systems (Bonus if Zoho / Notion) Proven ability to manage high-volume data entry with 100 accuracy. Administrative/Data Entry Background 2+ years in an administrative, sales support, or data processing role. Experience with spreadsheet management (Excel/Google Sheets), including formulas (e.g., SUMIF, VLOOKUP) and pivot tables. Comfort with basic IT troubleshooting (e.g., file organisation, Google drive) Organizational & Communication Skills Extreme attention to detail errors in CRM data delay installations. Ability to prioritize tasks and meet deadlines in a fast-paced environment. Clear written English for internal updates & data entry Preferred Systems & Skills: Advanced Notion Expertise: Ability to build custom KPIs, dashboards, and CRM workflows in Notion (e.g., relational databases, automations, interactive sales trackers). AI Performance Tools: Experience with AI agents or sales coaching tools (e.g., Gong, Chorus, that analyse call/conversation data to improve rep performance. Software Proficiency: Zoho CRM: Hands-on experience with Zoho for data entry, pipeline management, or reporting. Power BI: Familiarity with creating visual dashboards to surface sales trends and bottlenecks. Important Notes: Notion is your playground: The more skilled you are with Notion s advanced features, the more impactful our CRM and reporting will become. AI-driven insights: We prioritize candidates who can leverage AI tools to turn raw data (e.g., call transcripts, lead responses) into actionable sales strategies. Independent Contractor Perks HMO Coverage for eligible locations Permanent work from home Immediate hiring Steady freelance job
Employment Type
Full Time
