Sales Operations Lead - Remote

Overview

The Sales Operations Lead will play a key role in managing lead documentation, qualifying potential clients, organizing communication workflows, updating customer data, and supporting daily operations. This is a remote role ideal for a highly organized and self-motivated professional with excellent communication skills and a strong grasp of digital tools such as Google Workspace and QuickBooks.

In Short

• Track and document new leads from emails, website forms, and VOIP call logs.
• Reference and cross-check past customer data in QuickBooks and internal records.
• Qualify leads for follow-up and estimation.
• Maintain and categorize contact lists (e.g., customers, vendors, internal).
• Update lead and project statuses using email updates, call logs, and QuickBooks estimates/invoices.
• Organize and label customer-submitted photos in Google Drive.
• Make and receive customer calls using VOIP systems.
• Research and identify new business opportunities.
• Assist in job costing and basic profit analysis.
• Provide general administrative support to the business owner as needed.

Requirements

• Prior experience with Google Workspace (Sheets, Drive, Gmail).
• Excellent English communication skills (verbal and written).
• Strong attention to detail and organizational skills.
• Ability to work independently and handle confidential information professionally.
• (Preferred) Familiarity with QuickBooks, VOIP tools (like Ooma), and project tracking systems.
• (Bonus) Experience in construction, marine, or service-based industries.

Benefits

• Remote work opportunity.
• Competitive compensation starting at $900/month.
• Opportunity to work with a fast-growing startup.
• Engagement with high-end clients in the marine industry.
• Professional growth and development opportunities.