Sales Support Analyst

Shell•San Diego, CA

2d•$72,000 - $108,000

About The Position

What’s the role The Sales Support Analyst plays a critical role in supporting the sales process for B2B power opportunities. This position acts as a liaison between Sales, Structuring, Contracts, and Customers, ensuring all opportunity, customer, and data management tasks are executed efficiently and accurately. The Analyst is responsible for facilitating opportunity creation, data gathering, contract preparation, and post-sale support activities, while collaborating with multiple internal teams to deliver a seamless customer experience.

Requirements

Must have legal authorization to work in the US on a full-time basis for anyone other than current employer
High school diploma or equivalent required.
At least 3 years equivalent experience required.
Experience with Salesforce or similar CRM systems
Strong organizational skills and attention to detail
Excellent communication and collaboration skills
Ability to manage multiple tasks and prioritize in a fast-paced environment

Nice To Haves

Associate’s or Bachelor’s degree in business, finance, economics, or a related field preferred
Preferred with prior exposure to sales support, commercial operations, administrative support, or data coordination activities in a professional environment.
Familiarity with ISO processes and utility data management preferred
Experience with Power BI or similar data tools is a plus

Responsibilities

Opportunity Management Coordinate with Sales to ensure opportunities are created in Salesforce (SF) and all required documentation (e.g., LOA/RFP) is attached. Chatter Sales Support upon opportunity creation to initiate the support process
Data Collection and Management For new opportunities: Obtain executed CISR LOA from SES and the customer, request CISR data from the utility, and coordinate with internal stakeholders to acquire and distribute load profiles. For renewals: Pull the latest load profile from Power BI and provide to Sales Upload all relevant load profiles and supporting documents to the sales opportunity in Salesforce
Sales Process Support Collaborate with Sales to send load forecasts to Structuring and request pricing from Structuring Assist Sales in sending pricing to the customer, providing routine updates as approved Generate contracts upon Sales' request and ensure all required terms and conditions are included (team effort during transition period)
Contract and Booking Administration Upload transaction confirmations (TC) and related emails to the SES Salesforce opportunity Move opportunities to the booking stage in Salesforce and communicate status updates to the Sales and Contracts teams
Customer Account Support Manage Adds, Drops, and Relocations by reviewing weekly reports, confirming with customers, and coordinating with Sales for Direct Access (DA) rights relocation (see Appendix 3 for details) Alert Operations to re-enroll customers if an Add/Drop is invalid Assist with kickbacks and support Sales in resolving account mismatches, late payments, and payment issues Monitor and ensure enrollments are completed, working with exception reports and the transaction team as needed

Benefits

The base salary range for this position is $72,000 - $108,000 per year. Individual pay will be based on various factors, such as relevant work experience, education, certifications, skill level, seniority, and internal equity.
For regular full-time or regular part-time employees of the Company (participating companies as listed in the Summary Plan Description), insurance coverage options include medical, dental, vision coverage, life Insurance, Business Travel Accident Insurance, and Occupational Accidental Death Benefit programs. Employees also participate in a company pension plan and a 401(k) plan.
Paid leave includes up to 6 weeks of paid vacation time, up to 11 paid holidays, and parental leave offering 16 weeks of paid leave for birthing parents, and 8 weeks of paid leave for non-birthing parents. Additionally, employees are eligible for short-term disability leave for up to 26 weeks at 100% or 50% of base pay as well as Long-Term Disability insurance.
Shell also offers other compensation such financial reimbursement for adoption, wellness, education, and personal learning expenses, and some roles are eligible for discretionary long-term incentives.
For interns, eligible benefits include medical, dental, and vision coverage, life insurance, Business Travel Accident Insurance, and Occupational Accidental Death Benefit programs; participation in a 401(k) plan; and paid leave for up to 11 paid holidays.
Additional information on Shell’s US benefit programs can be found at https://www.shell.us/careers/about-careers-at-shell/rewards-and-benefits.html.
Benefit from flexible working hours, and the possibility of remote/mobile working
Perform at your best with a competitive starting salary and annual performance related salary increase – our pay and benefits packages are considered to be among the best in the world.
Take advantage of paid parental leave, including for non-birthing parents
Join an organization working to become one of the most diverse and inclusive in the world.
Gain access to a wide range of training and development programs