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Sales Administrator
Sales AdministratorCrewBloom • Portland, OR, US
Sales Administrator

Sales Administrator

CrewBloom • Portland, OR, US
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Commercial Solar Sales Administrator

The Commercial Solar Sales Administrator's job responsibilities include but are not limited to supporting the CEO and Sales Manager in planning, coordinating, and completing administrative tasks for the sales process of renewable energy projects. The responsibilities include client communication, conducting research, event planning, creating and distributing sales collateral, and CRM data management. Tasks and Responsibilities : Administrative Tasks :

Data Entry and CRM Management

  • Entering lead and contact information for businesses and facility managers into the CRM
  • Updating opportunity stages, timelines, and notes specific to solar project lifecycles.
  • Managing email lists and distribution for commercial solar communication.

Scheduling

  • Scheduling appointments and meetings with business decision-makers and facility managers.
  • Sending calendar invites and confirmations for meetings and site visits.
  • Communication and Reporting

  • Sending follow-up emails and making reminder calls after initial contact with commercial leads.
  • Drafting basic communication like introductory or thank you emails tailored to commercial clients.
  • Generating basic reports on sales activity and key metrics related to commercial solar opportunities.
  • Solar Sales Support Tasks : Prospect Research and Qualification

  • Researching potential customers in the commercial sector (businesses, factories, etc.) and compiling qualified lead lists based on energy consumption data and suitability for solar power.
  • Qualifying leads based on pre-defined criteria, including business size, energy usage patterns, and roof suitability for solar panels.
  • Assisting with competitive research on other solar providers in the commercial space.
  • Sales Collateral and Document Management

  • Formatting and customizing solar proposal slide decks.
  • Participate in the creation and distribution of company sales materials (digital, printed, and web-based) including employee gear, business cards, case studies, testimonials, and project documentation.
  • Managing document templates, tracking document execution, sending reminders for signatures, and filing completed documents.
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    Sales Administrator • Portland, OR, US

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