AMY's ROOFING AND SOLAR - Petaluma, CA

posted about 1 month ago

Full-time - Entry Level
Petaluma, CA

About the position

The Business Operations and Sales Support Specialist at Amy's Roofing and Solar is a pivotal role that combines operational efficiency with customer engagement. This position is designed for a proactive individual who excels in managing processes and communication, ensuring that both internal teams and customers are well-informed and satisfied. The role emphasizes the importance of organization and collaboration in driving business success and enhancing customer experiences.

Responsibilities

  • Implement and fine-tune operations processes to enhance efficiency.
  • Manage and maintain accurate customer data in the CRM system.
  • Act as the primary contact for customers post-sale, ensuring their satisfaction.
  • Coordinate with installation leads to facilitate effective communication and project scheduling.
  • Schedule site visits, manage meetings, and handle necessary paperwork.
  • Oversee the ordering and delivery of materials for projects.
  • Assist in creating proposals using the internal bid tool.
  • Analyze sales data and generate regular sales reports and dashboards.
  • Perform various administrative tasks to support sales operations.

Requirements

  • Proven experience in business operations or sales support roles.
  • Strong organizational skills and attention to detail.
  • Excellent communication skills, both written and verbal.
  • Proficiency in CRM software and data management.
  • Ability to work collaboratively with different teams.

Nice-to-haves

  • Experience in the roofing or solar industry.
  • Familiarity with proposal creation and bid tools.
  • Basic understanding of sales reporting and analytics.

Benefits

  • Competitive compensation based on experience and performance.
  • Opportunities for professional growth and development.
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