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Sales Operation Coordinator - Culver City, Ca (Hybrid)
Company | HR Pals & Recruiting Pals |
Address | Culver City, CA, United States |
Employment type | PART_TIME |
Salary | |
Category | Human Resources Services |
Expires | 2023-09-08 |
Posted at | 8 months ago |
Position Description
- Organize and enter data into the CRM software to ensure that all project-related information is captured accurately and kept up to date.
- Maintain a comprehensive and organized database of customer information, project details, and relevant communications.
- Collaborate with the sales team to gather necessary information and tailor proposals to meet specific customer requirements and project scopes
- Generate detailed and compelling proposals on behalf of the sales team to present to potential clients.
- Review closed won projects to ensure that all documentation is complete, accurate, and complies with company standards and regulatory requirements.
- File and maintain project documents systematically to ensure easy access and retrieval when needed.
- Collaborate with the IT department or external vendors, if necessary, to resolve any technical issues related to the file share service.
- Manage the file share service specifically for the Sales Team, ensuring that all files are properly organized and accessible.
- Use appropriate software or tools to create accurate and detailed layout maps based on the site assessment data.
- Assist the sales team in generating layout maps after conducting site evaluations for EV charging projects.
- Provide support to the sales team in various administrative tasks and help prioritize their activities based on project timelines and deadlines.
- Act as a liaison between the sales team and other departments to ensure seamless coordination and communication.
- Assist with site evaluations for potential projects as needed.
- Collaborate with team members and management to implement approved process improvements effectively.
- Identify areas for process improvement within the sales operations workflow and propose solutions to streamline operations and enhance efficiency.
- Assist in training new team members on the use of CRM software, file share systems, and other sales-related tools.
- Provide ongoing support and guidance to the sales team regarding best practices for data entry, proposal generation, and document management.
- Excellent organizational and time management skills to handle multiple tasks and deadlines.
- Bachelor's degree in Business Administration, Sales or related field.
- Ability to adapt to a fast-paced and dynamic work environment.
- Proficiency in using CRM software and file share services.
- Proven experience in sales operations or administrative support roles.
- Strong attention to detail and ability to maintain accurate records.
- Effective communication skills, both written and verbal, to interact with participants and stakeholders.
- Proficiency working in Zoho CRM, Smartsheets, Jira and Confluence
- Familiarity with EV charging systems and site evaluation processes.
- Sit up to 5 hours per day
- Ability to travel as required
- Ability to type on a keyboard and utilize the computer work tools constantly and with proficiency (specifically the MS Office Suite)
- Ability to receive and offer feedback in a professional and positive manner
- Physical Ability:
- Stand up to 5 hours per day
- Lift, carry, push up to 25 lbs.
- Adherence to company policy and behavior in accordance with our values and norms.
- Ability to listen, read, organize thoughts, analyze, and communicate (both in verbal and written form, in English, in a concise and professional manner).
- Regular and consistent attendance to work and meetings
- Timely communication and responsiveness to peers and management
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