Sales Operations Specialist

Summary

Join InCharge Energy as a Sales Operations Specialist and play a key role in our sales team, ensuring accurate sales order processing, supporting revenue generation, and driving operational efficiency. This remote position, aligned to East Coast hours, requires strong Salesforce and Excel skills, a detail-oriented approach, and a passion for process optimization. You will support daily sales operations, manage data integrity, collaborate with internal teams, and continuously improve processes. The ideal candidate will have 1–2 years of experience in sales operations using Salesforce and analyzing sales data. This is a full-time position offering competitive compensation, yearly bonuses, and a comprehensive benefits package.

Requirements

• 1–2 years of experience using Salesforce (or a similar CRM) specifically to support sales operations — including data entry, quote creation, order processing, and reporting
• Familiarity with maintaining accurate customer records, updating sales pipelines, and supporting end-to-end sales processes within a CRM platform
• 1–2 years of experience analyzing sales data, generating reports, or managing KPIs to support a sales or operations team
• Strong working knowledge of Microsoft Excel, including formulas and organizing large data sets for reporting or operational tracking
• Exceptional attention to detail and a commitment to data accuracy and cleanliness across systems
• Excellent organizational skills with the ability to prioritize multiple requests and meet deadlines in a fast-paced environment
• Strong communication skills — able to clarify requirements, ask the right questions, and ensure alignment with Sales and internal teams
• Comfortable documenting processes and continuously identifying ways to improve efficiency
• Ability to work independently while collaborating across teams in a remote work setting

Responsibilities

• Own key components of the sales order processing workflow, ensuring accuracy and adherence to procedures from quote to close
• Assist with the creation and submission of quotes and proposals on behalf of the Sales Team
• Support the Sales Team in troubleshooting and resolving operational roadblocks to enable a smooth customer experience
• Perform regular data entry, order revisions, and updates within Salesforce
• Analyze and expedite data requests to support business reporting and operational visibility
• Conduct ongoing data audits to ensure accuracy, consistency, and integrity across sales information
• Work closely with internal teams — including Sales, Accounting, and Project Management — to ensure clean handoffs, accurate billing information, and a seamless order process
• Maintain open and proactive communication with Sales Representatives to understand needs, support their workflows, and offer process improvements
• Build trusted relationships across teams to support pre-sale and post-sale activities
• Develop and maintain detailed documentation of sales processes, best practices, and standard operating procedures
• Identify opportunities to streamline tasks and improve operational efficiency in support of a growing business

Benefits

• Competitive compensation
• Yearly bonuses
• 401(k) matching contribution
• Health, dental, and vision
• Cell phone reimbursement
• Generous vacation
• Office meals and snacks
• Team building events and activities throughout the year