Momentenergy
Sales Operations Specialist
Surrey, BC. Posted 6 months ago
The role
The Sales Operations Specialist supports the Business Development team by improving sales processes and managing CRM systems. This role works with Account Managers, Application Engineers, and Leadership to track performance metrics and ensure coordination across the sales funnel.
What you will do
- Manage, maintain and implement improvements into the company's CRM system
- Support Account Managers in managing opportunities and customer records
- Prepare guides and training materials on CRM usage and SOPs
- Monitor sales pipeline health and provide regular reporting
- Identify inefficiencies in the sales process and implement improvements
- Develop dashboards and reports to track sales performance and KPIs
- Support leadership with forecasting and pipeline analysis
- Track lead sources and campaign effectiveness
- Facilitate coordination between Business Development, Application Engineering, Marketing, and Operations
- Support proposal development and contract tracking
Required qualifications
- 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
Nice to have
- Bachelors degree in related field is desired
Benefits
- Employee equity
- RRSP matching program
- Extended health, dental, and vision benefits through Manulife
- Paid time off
- Paid company closure between Christmas and New Year's
- Paid sick leave
- Company socials
- Wellness programs
- Weekly yoga/fitness
- Free EV charging on-site
- Weekly Tuesday dinner provided
- Coffee and snacks for the office
About the company
Moment Energy repurposes large-format batteries into advanced battery energy storage systems. The company aims to build a world where clean power is abundant, affordable, and uninterrupted.