CRM & Sales Operations Coordinator - Solar Industry

This is a remote position.

Schedule:

• 40 hours per week, Flexible during standard business hours
  

Client Timezone: Australian Central Time (South Australia)

Join a Global Leader in Solar Innovation! Ranked among the top 5 solar companies in Australia and powered by a team of over 2,000 passionate professionals, we’re transforming the renewable energy landscape. Our high-performance sales team drives this mission forward, closing deals that fuel sustainable futures. Now, we’re expanding our team to include a CRM & Sales Operations Coordinator who will streamline our processes.

As the backbone of our sales operations, you’ll tackle the #1 priority: maintaining flawless CRM accuracy and efficiency so our teams can focus on growth and customer success. This role is perfect for a detail-oriented multitasker who thrives on problem-solving and wants to grow in a fast-paced, mission-driven environment.

Why You’ll Love Working With Us

Impact: Play a pivotal role in Australia’s renewable energy transition.

Autonomy: Customize your workload to match your strengths (beyond core CRM duties).

Growth: Gain hands-on experience in solar sales operations and CRM systems.

Culture: Join a supportive, globally connected team ranked #5 in solar innovation, with 2,000+ Employees

Key Duties & Responsibilities

CRM Management & Data Entry (Mission-Critical)

• Accurately input sales details (customer info, product specs, installation requirements) into our Zoho CRM system.
  
• Ensure error-free, up-to-date records to prevent delays for the installation team.
  

Sales Processing & Documentation

• Attach contracts, compliance docs, and notes to CRM records post-sale.
  
• Verify checklists (finance approval, site specs, signed contracts) with all new customers within 48 hours.
  

Solar System Design Support

• Generate basic designs in Open Solar software using template product codes
  
• Cross-check designs against customer needs, budget, and technical requirements.
  

Sales Tracking & Financial Reporting

• Log sales into master spreadsheets (categorizing by type: residential/commercial, lead source etc.).
  
• Build and Improve upon existing Notion CRM to better represent data to find which lead sources earn the greatest ROI & aid in creating and organising KPI metrics for both individual sale reps and the collective sales team.
  

Email & Inbox Management

• Respond to routine inquiries using pre-approved templates.
  
• Organize and prioritize the sales inbox, flagging urgent issues.
  

Sales Performance Analytics & Reporting

• Analise sales team KPIs using AI tools and custom Excel formulas to correlate lead quality/quantity with rep performance.
  
• Identify top-performing lead sources and recommend resource reallocation to maximize conversions.
  

Notion CRM Development & Optimization

• Continuously improve Notion CRM dashboards to visualize individual/team sales metrics (e.g., charts, leader boards).
  
• Integrate Notion with existing tools (e.g., spreadsheets, AI trackers) for real-time performance insights.
  

What Success Looks Like:

KPI Optimization: 

• Use AI tracking tools and custom Excel formulas to analyse sales team performance against KPIs (e.g., conversion rates, lead quality).
  
• Cross-reference lead sources with sales rep outcomes to identify high-performing channels and reallocate resources strategically.
  
• Create dynamic dashboards to foster healthy competition (e.g., ranking reps by lead-to-close efficiency).
  

Data-Driven Insights:

• Propose process improvements (e.g., automating lead scoring) to reduce manual work and boost sales productivity.
  
• Deliver monthly reports showing how lead source quality impacts revenue, enabling smarter budget decisions.
  

Notion CRM Development:

• Continuously refine our Notion CRM to visualize individual/team sales performance through intuitive charts and dashboards.
  
• Design workflows that integrate Notion with existing tools (e.g., AI trackers, Excel) for real-time visibility into lead pipelines.
  
• Collaborate with sales reps to ensure the CRM reflects their needs, identifying trends (e.g., top-performing lead types).
  

Requirements

CRM Proficiency

• 2+ years of hands-on experience with CRM systems (Bonus if Zoho / Notion)
  
• Proven ability to manage high-volume data entry with 100% accuracy.
  

• 2+ years in an administrative, sales support, or data processing role.
  
• Experience with spreadsheet management (Excel/Google Sheets), including formulas (e.g., SUMIF, VLOOKUP) and pivot tables.
  
• Comfort with basic IT troubleshooting (e.g., file organisation, Google drive)
  

Organizational & Communication Skills

• Extreme attention to detail – errors in CRM data delay installations.
  
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.
  
• Clear written English for internal updates & data entry
  

 Preferred Systems & Skills:

• Advanced Notion Expertise: Ability to build custom KPIs, dashboards, and CRM workflows in Notion (e.g., relational databases, automations, interactive sales trackers).
  
• AI Performance Tools: Experience with AI agents or sales coaching tools (e.g., Gong, Chorus, Revenue.io) that analyse call/conversation data to improve rep performance.
  

Software Proficiency:

• Zoho CRM: Hands-on experience with Zoho for data entry, pipeline management, or reporting.
  
• Power BI: Familiarity with creating visual dashboards to surface sales trends and bottlenecks.
  

Important Notes:

Notion is your playground: The more skilled you are with Notion’s advanced features, the more impactful our CRM and reporting will become.

AI-driven insights: We prioritize candidates who can leverage AI tools to turn raw data (e.g., call transcripts, lead responses) into actionable sales strategies.

Independent Contractor Perks

• HMO Coverage for eligible locations
  
• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job