Sales Operations Specialist
Moment Energy•Coquitlam, BC
•Onsite
About The Position
The Sales Operations Specialist plays a key role to support the effectiveness and growth of our Business Development team. This role sits at the center of our commercial organization, working closely with Account Managers, Application Engineers, and Leadership to improve sales processes, manage our CRM systems, track performance metrics, and ensure smooth coordination across the sales funnel. The Sales Operations Specialist will play a key role in building scalable systems and processes as Moment Energy expands its clean energy storage solutions across North America.
Requirements
- Bachelors degree in related field is desired.
- Experience managing CRM platforms (e.g., Salesforce, HubSpot, or similar).
- Strong analytical skills and ability to translate data into actionable insights.
- Highly organized with strong attention to detail.
- Ability to coordinate across multiple teams and manage competing priorities.
- Experience in the cleantech or renewable energy industry is required.
Responsibilities
- Manage, maintain and implement improvements into the company’s CRM system to ensure accurate pipeline tracking, robust data hygiene, and clear tracking and reporting of essential pipeline performance metrics.
- Support Account Managers in managing opportunities, updating deal stages, and maintaining customer records.
- Prepare guides and training materials on usage of the CRM and SOPs for effective funnel management; coach team members on proper usage to ensure CRM data hygiene.
- Monitor sales pipeline health and provide regular reporting on deal progression, conversion rates, and revenue forecasting.
- Identify inefficiencies in the sales process and opportunities for improvement in our CRM system’s implementation; implement improvements to increase team productivity.
- Develop dashboards and reports to track sales performance, pipeline metrics, and key KPIs.
- Support leadership with forecasting, pipeline analysis, and strategic insights.
- Track lead sources and campaign effectiveness to inform business development strategy.
- Identify and report on other insights provided by our CRM data with recommendations on potential improvements to our processes.
- Facilitate and support coordination between Business Development, Application Engineering, Marketing, and Operations.
- Help ensure customer opportunities move smoothly from early engagement through technical evaluation and contracting.
- Support proposal development by organizing documentation, tracking deliverables, and coordinating internal inputs.
- Own CRM administration, including data structure, workflow automation, and reporting tools.
- Maintain documentation of sales processes and internal playbooks.
- Evaluate and implement tools that improve sales productivity and visibility.
- Assist with contract tracking, customer documentation, and deal records.
- Support on-boarding and enablement of new sales team members.
- Maintain sales collateral libraries, templates, and standardized documentation.
Benefits
- Employee equity
- Robust RRSP matching program
- Extended health, dental, and vision benefits for you and your dependents through Manulife
- Paid time off
- Paid company closure between Christmas and New Year's
- Generous paid sick leave
- Open and collaborative office culture
- Frequent company socials
- Wellness programs (weekly yoga/fitness)
- Free EV charging on-site
- Weekly Tuesday dinner provided by Moment Energy
- Generous supply of coffee and snacks for the office
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
