CRM and Admin Support Specialist

Description

After more than a decade, Solar Energy continues to be the fastest growing new energy source in the U.S. and around the world, with no signs of slowing down anytime soon. This is the perfect time to start your new career with a company at the forefront of technology, innovation, operations, financing, and energy solutions. 

Sol-Up has been in business for more than 16-years and is looking for an entry-level Sales CRM and Admin Support Specialist to join our team as we continue growing in numerous markets. With paid training, full-benefits and unmatched industry experience and resources, this role will be responsible for helping to manage the Customer Relationship Management (CRM) system on a day-to-day basis and support implementation.

The ideal candidate will be process-oriented, able to pay close attention to details and have analytical thinking skills. 

Duties and Responsibilities:

The essential functions include, but are not limited to the following:

Key Responsibilities:

1. Online and Outside Lead Generation Management

• Oversee lead generation activities both online and through external sources.
• Manage the EnergySage platform, including the creation of 30+ designs per week, developing customer proposals, and following up with customer inquiries to close sales.
• Coordinate TNW Lead Gen activities, including managing WhatsApp chats with the Vietnam-based team for commercial lead generation in multiple markets. Ensure appointment scheduling and system setup for generated leads.

2. Lead Generation Platforms Management

• Act as a point of contact for third-party lead generation sources such as SolarEdge, Solar Reviews, Paragon, SPAN, etc.
• Manage CRM integrations and address any issues that arise with the associated online portals.
• Troubleshoot and resolve any issues related to the platforms for all markets.

3. Contract Revisions and Custom Contracts

• Create custom contracts for the company when changes outside the scope of automated templates are necessary.
• Format contracts for respective markets and set up appropriate DocuSign templates in the company’s online toolbase.

4. CRM and Software Management

• Oversee the operation of various CRM systems and business management software, including Sunbase, Opensolar, Lightreach, EnergyToolBase, Solo, Google, Nimbus/Phones, MailChimp, Podium, Popl, and more.
• Ensure seamless integration between CRM platforms and other tools used by the company.

5. CRM and Software Troubleshooting

• Act as the point of reference for any concerns, needs, or issues with CRM and business management platforms across all markets.
• Troubleshoot and resolve technical issues with various platforms, ensuring smooth day-to-day operations.

7. Onboarding and Employee Training

• Train new employees on company systems and platforms (except for Google onboarding).
• Create user accounts for all necessary platforms and provide ongoing support during the onboarding process.

7. Finance Portals Management

• Set up new user accounts in company finance portals such as Dividend, GoodLeap, Mosaic, Lightreach, and others.
• Ensure that users are granted appropriate access and support is provided for any finance portal-related concerns.

Requirements

• 2-3 years of experience in customer service or administration, preferably within a solar company or related industry.
• Experience with CRM systems and business management platforms, particularly in sales, operations, or energy sectors (e.g., EnergySage, Sunbase, OpenSolar, Solo, Lightreach) is a PLUS.
• Familiarity with platforms like DocuSign, MailChimp, Podium, and other business management tools is an advantage.
• Experience in managing both online and offline lead generation processes.
• Proficiency in Microsoft Office or Mac OS, and Adobe Suite.

Working Conditions: Full-time position. On-site