Sales Operations Specialist (remote from anywhere)

Scalesource

11d • $1,250 - $1,500 • Remote

About The Position

We support U.S.-based contractors and operators — real businesses spending real money to buy lead flow, with real crews in the field and real revenue on the line every single day. Yes, you'll build estimates, chase proposals, lock in site visits, and keep a CRM clean. But the real business we are in is speed. Every lead that waits three days for a callback is a homeowner who already booked with the competitor who called in ten minutes. Every proposal sitting unsigned for two weeks is a job quietly dying in someone's inbox. Every missed site visit is a crew standing around and a customer losing trust. Every pipeline that looks full on paper but is actually dead leads nobody woke up is money the business already paid to generate — and lost anyway. That is what this role is for. We are hiring a Sales Operations Specialist who owns speed-to-lead, estimate support, and pipeline discipline so that no revenue opportunity slips through. This is a remote role through ScaleSource. It is not a "wait for someone to assign me a task" job. You own the entire lead-to-signature pipeline so that estimators and sales reps stay focused on closing instead of chasing paperwork. If you need to be told every step, this is not the role. If a lead sitting untouched for an hour makes you uncomfortable, and you chase an unsigned proposal without being asked twice, you may be exactly who we need.

Our standard is simple: Every lead gets a fast response. Every estimate goes out right. Every proposal gets chased until it is signed or dead. If a lead comes in, it gets contacted within minutes, not hours. If an estimate is requested, the packet is accurate, complete, and out the door on time. If a proposal goes quiet, it gets followed up — not filed away and forgotten. If the CRM says a job is "in progress," it actually is. We do not need someone who says, "I think I followed up on that quote." We need someone who says: "Contacted 14 new leads today, all inside the response window. Sent 6 estimate packets, chased 9 unsigned proposals, revived 2 dormant leads, locked in 5 site visits, and every stage in the pipeline matches reality." That is the difference.

Your mission is to make sure the business wins the jobs it already paid to find. You are the engine between "lead came in" and "contract signed." You handle the speed, the accuracy, and the follow-through so the sales team can handle the closing. You will work across the CRM, phone, email, and calendar to make sure leads get touched fast, estimates go out clean, proposals get pushed to a decision, and nothing dies of neglect. You are not just supporting sales. You are protecting the revenue.

Requirements

• 2+ years in inside sales, service coordination, dispatch, estimating support, or contractor office support
• Sustained volume experience: 50+ lead follow-ups per week or 20+ proposals/quotes per month — this must be demonstrable, not estimated
• 2+ years hands-on with ServiceTitan, Jobber, Housecall Pro, Buildertrend, HubSpot, or a similar CRM / job-management platform
• Supported $100k+/month in pipeline activity tied to quoting or bidding
• Fluent written and spoken English at a professional, customer-facing level
• Must pass a live call simulation and written accuracy exercise at 85%+.
• Professional home office setup and reliable internet
• Willing to undergo the required training assessment as part of the recruitment process
• Must be available Monday–Friday, 9:00 AM–6:00 PM in PST, CST, or EST

Nice To Haves

• Experience in home services, construction, or contractor-based industries
• Experience improving a follow-up cadence or CRM pipeline structure
• Experience with U.S.-based customers or U.S.-based companies
• Experience reviving dormant pipelines or win-back campaigns
• Conversational Spanish

Responsibilities

• Own the response to every inbound lead and estimate request.
• Contact every inbound lead within the target response window — minutes, not hours.
• Make outbound calls, callbacks, and follow-ups without being chased to do it.
• Respond fast enough that the business wins the job before a competitor even calls back.
• Track every touchpoint so no lead falls through the cracks between first contact and close.
• Work the follow-up cadence every day, not when you get around to it.
• Build estimate packets, proposals, job notes, and pipeline updates.
• Keep estimates accurate and consistent so the sales team and the customer both trust the number.
• Send proposals promptly and track them through to signature.
• Catch errors before they go out — wrong scope, wrong price, wrong customer details.
• Keep templates and pricing references current so accuracy scales.
• Lock in appointments, site visits, estimate reminders, and proposal send-outs.
• Confirm appointments before they happen so crews and estimators don't drive to no-shows.
• Reschedule cleanly when plans change — and making sure the customer knows.
• Keep the calendar tight enough that estimators and sales reps show up prepared and on time.
• Chase unsigned proposals until they are signed or confirmed dead.
• Re-engage dormant leads with structured outreach, not one half-hearted email.
• Treat a quiet lead as an opportunity to re-engage, not a lost cause to write off.
• Report honestly on what is alive, what is dying, and what is dead.
• Keep CRM / job-management statuses, notes, and next steps accurate and current.
• Log every meaningful contact so the next person is not starting from zero.
• Create follow-up tasks with owners and due dates.
• Make sure pipeline reports are trustworthy because the data underneath them is.
• Make sure information lives in the system, not in your head, your notebook, or a text thread.

Benefits

• Better Role Matching — you are placed where you can actually perform and grow, not just fill a seat
• Real Upside — strong performers unlock raises, long-term stability, and future opportunities
• Work With U.S. Operators — direct exposure to franchise owners focused on growth and execution
• Real Ownership — your work directly impacts operations. Less bureaucracy, more responsibility from day one
• Multi-Location Exposure — work across multiple franchise locations and learn how scalable operations actually run

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed