Sales Operations Analyst

ENERGY SYSTEMS GROUP is looking for a Sales Operations Analyst to join our Sales team. The position is remote.

We are seeking a highly skilled Sales Operations Analyst with deep expertise in Salesforce CRM, data analytics, and field Sales team collaboration to support and enhance the sales operations function within Energy Systems Group, a leader in the energy services industry. As a Salesforce CRM and data analytics Specialist, you will play a key role in driving sales efficiency, optimizing reporting, conducting training, and ensuring seamless data flow across sales teams and corporate functions. This role requires a strong understanding of sales processes, data management, communication skills, and a keen ability to leverage Salesforce to support our sales objectives in a fast-paced, energy-focused environment.

The essential functions of the position include:

Salesforce CRM Administration & Optimization

• Manage and configure Salesforce CRM to align with business needs, ensuring seamless integration with other enterprise tools and systems
• Work with the existing ESG technical systems team to ensure the most effective creation and maintenance of custom objects, fields, workflows, and reports to optimize sales team operations
• Monitor the health and integrity of Salesforce data, conducting regular audits and cleanup processes to ensure accuracy
• Design and deploy Salesforce Lightning pages, dashboards, and reports to provide the sales team with real-time insights and tracking
• Administer user access, profiles, and permissions to ensure appropriate visibility and data security within Salesforce

Sales Operations & Support

• Support sales leadership by analyzing Salesforce data and providing actionable insights into sales performance, pipeline health, and forecasting accuracy
• Create and implement the training, coaching, communications, and change management necessary to make Salesforce a powerful tool
• Maintain and optimize Salesforce automation tools (e.g., Process Builder, Flow, and Approval Processes) to streamline repetitive tasks and reduce manual entry
• Collaborate with sales teams to ensure the best practices for pipeline management, opportunity tracking, and accurate forecasting. Conduct training and respond to on-demand inquiries from the Sales team

Cross-Functional Collaboration

• Partner with functional and executive leadership to ensure smooth lead capture, qualification, and handoff processes between Salesforce and other corporate automation platforms.
• Work closely with the finance team to ensure alignment between Salesforce and ERP systems for accurate orders and revenue forecasting.

Reporting & Forecasting

• Develop and maintain custom Salesforce reports and dashboards to track KPIs such as lead conversion rates, sales cycle times, win rates, stage-to-stage progression, and quota attainment
• Support sales forecasting by directly analyzing sales pipeline health, trends, and risks within Salesforce
• Provide executive-level reports and insights, leveraging Salesforce data to support strategic business decisions and quarterly reviews

Process Improvement

• Identify process inefficiencies within Salesforce and implement process improvements to streamline sales workflows and boost team productivity
• Lead initiatives and work with existing ESG technical systems resources to integrate third-party applications with Salesforce to enhance sales operations
• Drive continuous improvement of Salesforce configurations and customizations to better support evolving business needs and sales strategies

Your background includes:

• Bachelor's degree in Business, Information Systems, or a related field; Salesforce certifications preferred
• 3-5 years of experience in sales operations, Salesforce CRM administration, collaboration with field Sales teams, and data analysis, preferably in the energy services industry
• Advanced proficiency in Salesforce (Sales Cloud, Service Cloud, and Salesforce Lightning)
• In-depth knowledge of Salesforce reporting and dashboard creation, including custom reports, dashboards, and filters
• Strong analytical skills with a focus on using Salesforce data to identify trends, gaps, and opportunities for improvement
• Experience with Salesforce integrations (e.g., ERP, HubSpot, marketing automation tools) is a plus
• Knowledge of the energy industry (e.g., energy efficiency, renewable energy, and energy security services) is highly desirable

A bonus to have:

• Salesforce certifications (e.g., Salesforce Certified Administrator, Salesforce Platform App Builder)
• Strong communication and collaboration with field Sales teams, project management skills with a demonstrated ability to manage complex Salesforce configuration and optimization projects
• Ability to collaborate with both technical and non-technical teams to ensure Salesforce meets business requirements

What we bring to you:

• Professional growth and development programs including tuition reimbursement
• Comprehensive health, dental, vision insurance plans and wellness plans for employee and your family
• Life insurance, short-term disability, long-term disability, and supplemental benefits
• 401(k) Savings Plan
• Nine Paid Holidays
• Paid Vacation and Personal/Sick Leave
• Paid Parental Leave for the birth, adoption, or placement of a child/children
• Highly competitive salaries and incentive structure

Why Join Us?

• Work in an innovative, fast-growing industry focused on delivering sustainable energy solutions.
• Be part of a high-impact team where your work directly influences sales performance and company growth.
• Opportunity to expand your Salesforce and data analytics expertise while shaping the operational success of our sales team.

We want you to know:

ESG is an Equal Employment Opportunity Employer. We value talent and understand that our colleagues allow us the opportunity to deliver an exceptional customer experience. We achieve our goals through teamwork and conduct our business with integrity. Join our world-class team to provide mission-critical infrastructure solutions for K-12 schools and universities to local, state and federal government agencies and more.

Join our world-class team to provide safe, reliable innovative energy efficiency and infrastructure solutions for K-12 schools and universities to local, state and federal government agencies and more.

This contractor and subcontractor shall abide by the requirements of 41 CFR * 60-1.4(a), 60-300.5(a), and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, sexual orientation, gender identity, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability.

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