Sales Operations Specialist - Remote

Overview

The Sales Operations Specialist at Sustainable Investment Group, LLC plays a crucial role in supporting the sales team by managing CRM systems, facilitating lead generation, and ensuring operational efficiencies.

In Short

• Full-time remote position
• Reports directly to the Vice President of Sales
• Supports internal sales staff and liaises with operations staff
• Manages CRM data and sales pipeline reporting
• Facilitates lead generation and client communications
• Coordinates with legal team for contract management
• Requires excellent communication and organizational skills
• Experience with CRM software is essential
• Collaborates with marketing and finance teams
• Engages in the sales team to develop new markets

Requirements

• BA/BS degree in Business/Management or equivalent experience
• At least 3 years of experience in sales operations
• Familiarity with ClickUp and Microsoft Dynamics preferred
• Strong computer skills in Excel, Word, PowerPoint, PDF, Canva
• Excellent verbal and written communication skills
• Ability to multitask and prioritize effectively
• Motivated and proactive team player
• Attention to detail and reliable work ethic
• Strong organizational skills

Benefits

• Opportunity to work in a sustainable and innovative company
• Professional development and growth opportunities
• Collaborative work environment
• Engagement with diverse teams
• Commitment to employee well-being