Sales and Operations Coordinator

Envelop Group•Indianapolis, IN

18d•Onsite

About The Position

As part of the Envelop Group family of companies, PSG Energy Group makes it easy for customers to explore and implement energy savings and sustainability measures. We take a comprehensive look at our client's energy usage to identify savings and renewable solution opportunities. We manage the entire process from concept through engineering through installation and provide ongoing O&M support. The Sales and Operations Coordinator will provide administrative and project support to ensure that all operations are running smoothly. The successful candidate is a team player who is confident, adaptable, and responsive. This role will be primarily on-site in our downtown Indianapolis office.

Requirements

High school diploma or equivalent is required, Associate's Degree preferred.
5+ years of professional experience in an office setting.
2+ years of experience supporting sales and operations.
Strong follow-through, attention to detail, and time management skills.
Confident, clear, and timely written and verbal communication skills.
Resilience to change, comfort with ambiguity and changing priorities.
Demonstrated experience influencing and collaborating cross-functionally.
An inquisitive mindset and comfort with business operations.
Familiarity with office management procedures and basic project and accounting principles.
Excellent knowledge of MS Office (including Teams), office management software (Acumatica, etc.), and CRM software, sales tools, and other relevant technology.

Nice To Haves

You have a love for order and organization.
Working in a fast-paced environment is familiar, and you are flexible and able to adjust to changing situations.
You are a natural when it comes to communication and can be seen as "the glue that holds a project together".
Most of all, you're passionate about learning relevant aspects of the business, being an asset to your team, and providing renewable energy to create a more sustainable future.

Responsibilities

Perform administrative and office coordination tasks such as preparing presentations, proposals, and meeting documentation, ordering project-related office supplies, managing travel, creating agendas, and maintaining accurate records.
Attend and record project meetings and follow-up with appropriate departments with up-to-date, project related documentation and requirements.
Assist with compiling project closeout documentation including data sheets, warranty information, etc. in a timely manner.
Assist with monitoring, tracking, and obtaining ongoing subcontractor executions, pay applications, proper supporting documentation, and completion certifications.
Provide support with filing and maintaining renewals of annual software licenses, memberships, state contractor business applications and annual reports.
Build and maintain positive relationships with existing and prospective clients (via email, phone, and in-person correspondence) to gain intelligence for leads.
Monitor news/publications for business development purposes.
Assist with tracking opportunities through business development pipeline, and update business development tracking applications (CRM) and reports.
Assist with preparation of award nominations, grant opportunities or other incentive documentation applicable to existing or prospective clients.
Assist with new client vetting including checking for available state/federal incentives, utility bill analysis, etc.
Other duties as assigned.