Sales Operations Specialist

Sustainable Investment Group, LLC, a global leader in green building consulting, has created a full-time, remote position for Sales Development & Client Success Manager. This position is only for candidates who are in and around New York, NY.

Sustainable Investment Group, LLC (SIG) was founded to deliver sustainability, engineering, and training services to the building and real estate industry. Today we serve the entire A.E.C. (architecture, engineering, construction) and Real Estate marketplace, with not only Sustainability and Engineering consulting services, but a suite of Technology and Climate Investment services. SIG distinguishes itself in helping to green everything from skyscrapers in New York City to stadiums in the Midwest.

At SIG, we are passionate about technology, people, and the environment. Our commitment is to invest in our employees and hire, develop, and engage the best talent to help us continue to build our team. We are dedicated to creating a work environment where all levels of employees are inspired to learn, grow, and be empowered to achieve both their professional as well as personal goals.

The Sales Operations Specialist reports directly to the Vice President of Sales. This role supports internal sales staff (President, Business Development Directors, etc.), liaises with operations staff (SVP of Operations, Department Directors), and creates operational efficiencies within the sales team. The Sales Operations Specialist provides CRM management, business development and sales support, and B2B lead generation and strategy. The Sales Operations Specialist connects clients and prospects to the appropriate company resource throughout the customer lifecycle. This role will build effective relationships across our sales and operations staff to support client retention and the development of new sales leads. This role will also manage the Certificate of Insurance (COI) request process and serve as the primary liaison with the parent company's legal team to facilitate the transition of verbal sales awards to fully executed contracts.

Active listening and clear communication are crucial for understanding needs and preferences. The Sales Operations Specialist role requires a high level of accuracy, timeliness, proactivity, and problem-solving ability. Additionally, a working knowledge of CRM software is required.

Responsibilities:

Provide support to the President, SVP of Operations, Vice President of Sales, Business Development Directors, and Department Directors on sales-to-operations efficiencies.

Manage and report on monthly sales pipeline data and trends.

Log CRM sales data entries and updates, sales and account information, and assist in scheduling client meetings for sales team.

Maintain high level of communication with company, sales, and division leaders and ensure clear workflow, timely communication, and organizational details are followed.

Provide lead generation strategic calls, workshops, internal communications, and executing sales strategy.

Evaluate inbound leads based on specific criteria, such as interest level, budget, and service fit.

Determine legitimacy of lead and how likely it is to turn into an opportunity with a service fit.

Engage with leads via phone calls, e-mails, or other communication channels.

Schedule meetings for sales executives with service fit opportunities.

Support and update various sales and account management documents.

Support sales team in initiating and completing requests for proposals (RFPs), presentations, and capability briefings.

Work closely with marketing and finance teams on marketing needs, invoicing, contracts, and sales-to-operations handoff procedures.

Maintain high-level knowledge of company services and departments (Sustainability, ESG, Engineering, Climate Investment Solutions) and be able to incorporate into client communications.

Be an active participant in the sales team to grow internal relationships and new markets/revenue.

Manage all Certificate of Insurance (COI) requests, ensuring timely processing and compliance with organizational and client requirements.

Serve as the primary liaison with the parent company's legal team to facilitate the transition of verbal sales awards into fully executed contracts, ensuring alignment with corporate policies and timelines.

Prepare contract templates, short order forms and mediate between client and legal team.

Collaborate with the internal sales team to track contract awards, providing regular updates on status, potential challenges, and pain points to ensure alignment and proactive issue resolution.

Manage ad hoc requests for event sponsorships and business development opportunities, evaluating feasibility, coordinating approvals, and ensuring alignment with organizational goals and budget constraints.

BA/BS degree in Business/Management related field, or equivalent experience.

At least 3 years of experience with CRM software and sales operations roles

ClickUp and Microsoft Dynamics experience is preferred

Excellent computer skills in Excel, Word, PowerPoint, PDF, Canva, etc

Excellent verbal and written communication skills

Ability to multi-task, prioritize and manage time effectively

Ability to understand RFP requirements for preparation of pricing, proposal and presentation documents

Motivated - energetic, proactive, creative self-starter, and a team player with integrity

Confident - able to take a task and complete using good judgement and sound reasoning

Accurate and attentive to details

Reliable - able to work independently and collaboratively

Excellent organizational skills

Equal Opportunity Employer - Disability and Veteran

TUV SUD America, Inc. is an equal opportunity, affirmative action employer and considers qualified applicants for employment without regard to race, color, creed, religion, ancestry, marital status, genetics, national origin, sex, sexual orientation, gender identity and expression, age, physical or mental disability, veteran status and those laws, directives, and regulations of Federal, State, and Local governing bodies or agencies. We participate in the E-Verify Employment Verification Program.

For more information on applicable equal employment regulations, please refer to the following:

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